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lavrys

lavrys
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  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    1) I am reading + writing this on a cell phone ;)
    2) Yes, only place I ever clicked those: Yahoo. Yet, at the same time..
    3) SA links are the only ones I really ever clicked! Because..
    4) Even though ~75% is indeed "hogwash"..
    5) The remaining 25% are 10x better that MottleyFool bait-n-switch or pointless Cramer street.com garbage
    6) dedicated article RSS for each ticker's news is great idea
    7) If you had a portfolio manager that's better than Yahoo's and a decent mobile app for it, then I 'd unsubscribe from Yahoo and use SA altogether
    Jul 31, 2014. 07:38 PM | 3 Likes Like |Link to Comment
  • When Will Potash Corp. Earnings Turn Around? [View article]
    "My guess is the stock will break below $30 US per share due to tax loss selling by year end, and go lower as soon as the stock goes "ex" dividend on January 14, as analysts continue to anticipate weaker earnings in the Q4 release."

    "My opinion is the stock will continue to suffer as expectations continue to come down and product oversupply and lower prices hang over what once was a bright sector."

    POT: $38.46 today (Jan 15th) on the TSX.

    Hmmmm....................
    Jan 15, 2014. 05:14 PM | 1 Like Like |Link to Comment
  • Why GT Advanced Technologies' Sapphire Poses Little Threat To Corning's Gorilla Glass [View article]
    I d love some GorillaGlass or Saphire interactive windows in my house, tbletops at work or HUD windshield in my car, let me tell you!

    I am long GLW for that reason! perhaps will get some GTAT too now..
    Jan 11, 2014. 02:08 PM | 1 Like Like |Link to Comment
  • Why GT Advanced Technologies' Sapphire Poses Little Threat To Corning's Gorilla Glass [View article]
    I think ll that is happening is that given GLW's increasing collaboration with Samsung, Apple cannot afford to allow a monopoly to form in device glass, controlled by their chief competitor, so they're hedging and firing a warning shot across Corning's bow so to speak.
    Producing saphire screens is less important than simply being able to produce saphire screens if necessary.
    Jan 10, 2014. 11:20 PM | Likes Like |Link to Comment
  • High-Yield Canadian Oils: Bringing Home The Bakken [View article]
    My childishly simple logic on this is : the company is "flat" when paying a 13% dividend. No growth. The payouts eat up the capex. So if they cut the dividend, well.. they will simply start growing at 13% per year. A decent return.

    The problem right now is that the market lost faith in their pronouncements - me too! But that's doesn't mean that they're not valuable, only that they're not as valuable as they may think they are..

    I think your $5 target is just about right .. for psychological reasons if anything .. Also the 50% cut.
    Oct 11, 2013. 01:52 AM | Likes Like |Link to Comment
  • High-Yield Canadian Oils: Bringing Home The Bakken [View article]
    Some scary language in the Q3 report today : http://goo.gl/rRJHqN

    "We are currently finalizing our operational and financial plans [...] through the many options available to us, [...], modulating capital expenditures, selling assets, terming-out debt, *** altering our dividend program *** or issuing equity.

    So cutting the dividend is on the table again ....
    Oct 9, 2013. 07:11 PM | Likes Like |Link to Comment
  • Avoid Potash, Buy Agrium And Mosaic Instead [View article]
    Not much worse. It's hard to have exact numbers, but POT is $100-$110 while AGU and MOS are in the $140-$160 range...
    Sep 9, 2013. 12:30 AM | Likes Like |Link to Comment
  • Long Trade Idea - Rentech Nitrogen Partners LP [View article]
    You have invested $5,500,000 in this one MLP but you do your research reading SA articles?
    Sep 7, 2013. 05:15 AM | 1 Like Like |Link to Comment
  • Avoid Potash, Buy Agrium And Mosaic Instead [View article]
    This is really a poorly researched story. You either do not know or are choosing to gloss over allsortsof important facts, like for exmple
    - Inspite its name, POT produces much more than just potash. An 18% decline in potash earnings is not an 18% decline in company earnings.
    - MOS has a tonne of cash in the bank, which needs be added to any attempt at valuating it. The phosphate expansion is so far in the future, it has no bearing today. By that time the phosphate market may be totally different. For example both d,Arianne and Stonegate can heve their mines producing by then.
    - Agrium is taking pocession of Viterra's retail outlets this year. So that segment is going to significntly increase its revenues. But nitrogen input costs are rising, whch will have the opposite effect.

    Etc etc. This is a complex, multidimensional market. It deserves an equally thorough analysis.
    Sep 7, 2013. 05:06 AM | 14 Likes Like |Link to Comment
  • Expect Corn And Other Food Prices To Continue To Fall [View article]
    That's silly. Only the tiniest percentage of Rio's revenues comes from potash. Less than 1%. Even if their profit margins on that were halfed, the impact on Rio stock would be infinitesimal. Certainly would not "suffer".

    Give me a break. You either don't know this space at all, or you're spamming Rio's readers by including referrencing them in this story.
    Aug 10, 2013. 08:33 PM | Likes Like |Link to Comment
  • Expect Corn And Other Food Prices To Continue To Fall [View article]
    Why should the Nitrogen producers also suffer?
    Aug 10, 2013. 08:28 PM | Likes Like |Link to Comment
  • Agrium Share Buyback Saves The Day [View article]
    Another great "just the facts jack, no bs" post. Thanks Chris!
    My takeaway: Jana was wrong then? This decartelisation crisis is vindicating AGU's diverse revenue model?
    Aug 9, 2013. 02:10 PM | Likes Like |Link to Comment
  • Bill Doyle: Potash Savior [View article]
    Well, wasn't this the quickest about-face in the history of S.A. ......
    Aug 8, 2013. 10:28 PM | 1 Like Like |Link to Comment
  • Potash Corp: A Good Way To Take Advantage Of Industry Turmoil [View article]
    Yes they are!
    Urakali produces at $80, Potash of Sask produces at $100.
    Same difference
    Aug 1, 2013. 01:19 PM | 2 Likes Like |Link to Comment
  • Potash Cartel Shatters Profitability [View article]
    Funny how all the armchair quarterbacks are out in force, telling everyone "I could have told you so". Well, you didn't, so stop trying to look smart now.

    "The seventh most abundant mineral on the planet".. what does that mean exactly? Oil is probably more abundant than potash; still a greatly profitable commodity, isn't it? Water is also extremely abundant, yet all sorts of businesses make all sorts of money from it!
    When you have to mine kilometers deep, freeze an underground lake that got in the way, then drill through the ice and down a few kms further, like Mosaic for example did to get to its potash, your "abundance" goes out the window..

    Relax everyone, take a deep breath and make rational decisions.
    Jul 31, 2013. 02:04 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
88 Comments
121 Likes