Seeking Alpha

losbronces

losbronces
Send Message
View as an RSS Feed
View losbronces' Comments BY TICKER:
Latest  |  Highest rated
  • Freeport McMoRan says Indonesia export ban may cut copper output [View news story]
    We'll see how long the Indonesian government holds out when the revenue declines.

    Just as they reduced the shutdown they imposed this year, I expect they won't enforce this requirement as long as the intention to support the domestic plants is going forward. If there is no domestic capacity, they can't expect compliance without dropping the revenue they currently receive.
    Aug 13, 2013. 03:26 PM | 3 Likes Like |Link to Comment
  • Tesla Sentiment Check - Public Too Optimistic On Earnings Release? [View article]
    New all-time high after hours.
    Aug 7, 2013. 04:15 PM | 2 Likes Like |Link to Comment
  • Tesla Sentiment Check - Public Too Optimistic On Earnings Release? [View article]
    Interesting comment, but if you make a profit on the calls you sell; then that is a taxable event anyway.


    
    Aug 7, 2013. 04:05 PM | Likes Like |Link to Comment
  • Tesla On The S&P 500? Unlikely, But Could Trigger Short Squeeze [View article]
    A short squeeze happens when the price of stock runs up rapidly causing those with short positions to cover quickly and fueling a further price increase. You seem to be using the term short squeeze in a different sense. There have been a number of short squeezes in (TSLA) as evidenced by some of the quick and dramatic price increases followed by decreased short interest. A short squeeze is a bad thing for those short the stock.

    This doesn't strike me as a negative article. The author is pointing out trading opportunities that are applicable to any company being added to the S&P 500.
    Aug 2, 2013. 11:49 AM | 1 Like Like |Link to Comment
  • Ackman has new questions for Herbalife [View news story]
    If its no big deal and no one cares, then no need to respond. You completely miss the point of the story anyway. I see it as an insight into a behavior that he is repeating.
    Aug 1, 2013. 05:10 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    There is no problem trading MLPs. I've done it quite a bit, especially with (MMLP), (PVR), (VNR) & (QRE). You will receive K-1s for those trades, but if you are only buying & selling without collecting a distribution there is virtually no difference in terms of tax liability.

    If you receive distributions, then those can impact your cost basis for the units, but really that is just a minor complication for reporting.
    Once you have held MLPs for a long time, then selling them can trigger a bigger tax hit than you would get from a C-corp sale as the cost basis of the MLP will be reduced by some portion of each distribution received. Of course, you would have been receiving those distributions and the associated tax benefits up to that point.
    Aug 1, 2013. 09:01 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "where there is smoke there is fire" No, sometimes its just a guy with a smudge pot trying to convince people there is a fire.

    Interesting that Ackman is on the receiving end this time.
    Aug 1, 2013. 07:56 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Didn't write that was the only other alternative.
    Jul 31, 2013. 01:29 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Here is a decent explanation of what happened with potash pricing: http://bit.ly/1e8LWbM
    Jul 31, 2013. 08:37 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It still beats the alternative of having governments make all decisions with regard to the allocation of capital.
    Jul 31, 2013. 08:35 AM | 12 Likes Like |Link to Comment
  • Potash Cartel Shatters Profitability [View article]
    That was quick from (BAC). They published it at 11:30 a.m. today.
    Jul 30, 2013. 04:06 PM | Likes Like |Link to Comment
  • Potash Cartel Shatters Profitability [View article]
    Here is a presentation from SQM: http://bit.ly/1e98Vn9. Shows about 20% of Q1 gross revenue for K nitrates.

    I did buy shares of SQM after my last post at 30.36.
    Jul 30, 2013. 03:56 PM | Likes Like |Link to Comment
  • Potash Cartel Shatters Profitability [View article]
    I am looking closer at (SQM), its down 17% now. Doesn't seem justified at all.
    Jul 30, 2013. 03:31 PM | 1 Like Like |Link to Comment
  • Ackman has new questions for Herbalife [View news story]
    Remember he was asking people to join him at $34 in shorting HLF. It hasn't quite doubled yet.

    The bicycling story offers real insight into Ackman: http://vnty.fr/YcBK9x
    Jul 30, 2013. 12:58 PM | Likes Like |Link to Comment
  • Potash Cartel Shatters Profitability [View article]
    He is talking about investors exiting the industry, not the actual producers. This will cause the share prices for the producers to decline further.

    At some point, there might be some rationalization of supply, but that won't happen quickly imo.
    Jul 30, 2013. 10:16 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
745 Comments
1,205 Likes