Cem Unal

The Market Bubble Is About to Pop

Bull, bear... To be honest, I dont know where we are heading, I just follow the trend with tight stop-loss orders, sometimes I sell too quick, sometimes late. Anyway, I take the profit I can and I am not going long for the moment. Let's see what the market is going to bring us...

GameStop’s Recent Sell-Off Breeds Opportunity

Sorry but why would you bother buying video games retailer ? There are so many other opportunities out there and that are more "useful" to everyday's economy that I am not putting a penny in a video game retailer or producer stock... and I am a big video game player ;)

Anthracite Capital: Ready to Reinflate

I really hope too that they will find a solution with the banks and the share will pop. Already missed a crazy trade with TCK who had also debt issues... Let's see.

Potash Continues to Shake off Bad News

Cramer likes TNH only for his fat dividend but I am not sure he gets the point on MOS and POT. Both of these two have the advantage of owning Potash mines and we all know the time/cost a Potash requires. I think the management of POT was clever enough to cut production to leave prices up. Now we just have to be a bit patient. Q1 will be bad, we all know, Q2 will be more or less ok or same as Q1 but I think it will start going better starting Q3. I would carefully monitor the Potash stocks and the decision of China for the prices of Potash but I am very bullish on agriculture overall and I really like the fertilizer business.

On Mar 21 11:03 AM Conan the Barbarian wrote:

> Cramer was rather upbeat about fertilizers in general recently, esp.
> TNH.
>
> But he did not mention IPI at all. When it was in IPO stage he wanted
> to buy it at $30 last year as it continued up above $70.
>
> This year, not a word. Thank you Mr. Cramer. Why do I thank MR. J.C.?
>
>
> He loved MMR in the upper teens a few years ago but when it dropped
> some 30%, there was a deafening silence. MMR went on to triple that
> low.
>
> I ignored his Pitch but bought on the drop because Moffett was buying
> and Day was buying. When Cramer said take some profits, I sold 3/4ths,
> it went up another 20%.
>
> Now its down around 85% from its peak, but Moffett is buying...<br/>
>

Cramer Grilled on Jon Stewart

I am sorry to say that people getting into the stock markets have to make their "homeworks" ! Cramer gives his ideas, some are correct, some are wrong like any other analyst (ie the analyst saying oil was going to 200 and after another one saying it will go now to 30). If you follow just somebody's advice without doing your "homework" then you are the only one to blame.

If you think CNBC or Cramer does not give good advices, fair enough, change your source. I dont like Cramer's show, a little to "mad" for me but I just watch it as well as I read some analysts from whatever banks that were bailed out.

Market manipulation, it is also part of the game ! One of the rule of investing is that the market is always right manipulated or not. If you think you cannot bear that then buy your stocks for dividends or just dont get into the market.

Now about Jon Stewart, he is acting like the semi-god of the stock market but hey, it is always easy to say once everything happenned. Also all his little notes must have been prepared by dozens of people to look clever. Maybe, maybe not. I just dont like the attitude of disrespecting people. It is not because I dont like somebody that I will disrespect him and spit on him.

Time for Fertilizer Stocks?

I bought AGU, MOS, POT in december and have currently bought more of POT during the pull-back on the Uralkali News. Indeed nothing new in this article but I recommand reading the Market Analysis report of POT for 1Q09 that can be found on their website.

Marc Faber on the Economy, Gold, WWIII

Can anybody understand of which Swiss Stock he is talking ?
Thx

Ten Stock Picks for 2009

About ATVI/Blizzard, It is Starcraft and not Starfox (that one is from Nintendo) but yes indeed, it is going to be BIG when they will release it. Also dont forget the very nice franchise - Diablo - with the number 3 that is going to be released.