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losbronces

losbronces
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  • 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
  • Potash Cartel Shatters Profitability [View article]
    I agree with that sentiment. We don't know how this will shake out yet and how low the prices will go.
    Jul 30, 2013. 10:02 AM | 2 Likes Like |Link to Comment
  • Seeking Alpha fires a shot at Bloomberg, StreetAccount [View news story]
    I agree with this comment. It makes it faster to go through the currents.
    Jul 29, 2013. 11:42 AM | 1 Like Like |Link to Comment
  • Syntroleum (SYNM -0.8%) comes off a trading halt which followed news it has received unsolicited offers for a potential sale and has hired Piper Jaffray to evaluate interest. Given the favorable commercial environment, SYNM says now is an appropriate time to broadly review its strategic alternatives. Shares had been -9.5% when halted. [View news story]
    And yet its down 5.8% now. Must be a take under offer.
    Jul 26, 2013. 12:52 PM | Likes Like |Link to Comment
  • The details have leaked on why VC firm Kleiner Perkins Caufield & Byers opted to invest in Fisker Automotive instead of Tesla Motors (TSLA) and they don't paint a pretty picture. According to Businessweek, Kleiner partner Ray Lane wanted a spot on the Tesla board to go along with a hefty early round investment but opted to push his firm to back bankrupt-bound Fisker after Elon Musk demurred. Ouch. [View news story]
    You think that he is not factored into the stock price? I would argue that TSLA would not have its current valuation without Elon Musk.
    Jul 26, 2013. 11:25 AM | 1 Like Like |Link to Comment
  • Charlie Munger: Energy Independence Is Dumb [View article]
    Well, Charlie is 89 years old. Sometimes really old people get that way.

    I just hope that doesn't happen to me.
    Jul 26, 2013. 08:58 AM | 2 Likes Like |Link to Comment
  • PVR Partners LP (PVR) Management Discusses Q2 2013 Results - Earnings Call Transcript [View article]
    I liked what I heard here and I bought some shares at $26 today.
    Jul 25, 2013. 06:37 PM | Likes Like |Link to Comment
  • Zynga (ZNGA): Q2 EPS of -$0.01 beats by $0.03. Revenue of $188M beats by $2.5M. Shares +3.7% AH. (PR[View news story]
    They also announced they won't pursue a license for "for real money gaming in the U.S." That had to be a disappointment for some shareholders too.
    Jul 25, 2013. 04:39 PM | 1 Like Like |Link to Comment
  • Zynga (ZNGA): Q2 EPS of -$0.01 beats by $0.03. Revenue of $188M beats by $2.5M. Shares +3.7% AH. (PR[View news story]
    I'm seeing it down to 3.24 afterhours.
    Jul 25, 2013. 04:19 PM | Likes Like |Link to Comment
  • IPO Preview: Phillips 66 Partners LP [View article]
    Already pushing hard on $30/unit. It will be interesting to see what they do with the windfall cash from the IPO.
    Jul 23, 2013. 12:31 PM | Likes Like |Link to Comment
  • Is CVR Refining's 22% Yield Too Good To Be True? [View article]
    I'm not advising everyone to do that (and if you look at Buffett, his advice on indexing is directed to a specific group) and thats not what I do (obviously).

    But really it is the best for some--it takes the emotion out. And yes some of the readers here would be better served going that way.
    Jul 19, 2013. 07:23 AM | Likes Like |Link to Comment
COMMENTS STATS
804 Comments
1,299 Likes