Jeffrey Todd

http://markettrending.blogspot.com

19 Comments

    • Topps Shareholders Should Reject Eisner's Offer [view article]
      WOW nice explanation. I have a blog that sums up my feelings in one paragraph.

      Eisner, aka goofy head, has failed for the moment to buy Topps, the sport card company. His bid has shareholders seeing red. How dare him? This company has 80+ million in cash and Eisner has seen the bottom line. I think Eisner is looking for a quick buck. If he buys the company, what is he going to do to raise sales, put Cinderella in the batting cage? I agree with shareholders on this one. This guy has a failing TV hosted program and little insight into the real world of sales. Let Topps remain as is and get Eisner a real job! Corporate Raiding is so 1990ish.       Mar 15 08:04 PM
    • Crystallex on the Regulator’s Radar [view article]
      How long will it take for shareholders of Crystallex to figure out this company has no clothes? This situation reminds me of 3 Card Monte. No matter what you point at the answer is always the same. The new management is sitting in their tin shack under a few dripping palm trees trying to figure out the next move. The CEO is wiping sweat of his forehead with old stock options. This stock is like a can of rotten tuna fish. Sooner or later someone is going to open the can and stink up the house. It's time to expose the management and its lack of attire. Mar 14 03:07 PM
    • Alternative Energy: It's Time To Move On [view article]
      Thank you Gale. I will read up on Kunstler. Please read my previous articles and you will see my theme. I believe conservation is a major factor in reducing our dependence on foreign oil. I also feel ethanol is a fad that will ease as the market forces take over. Please click on my name and e-mail me. If you have a site of interest I will link.

      Jeffrey Todd       Feb 04 06:44 PM
    • Alternative Energy Boom Has Its Limits [view article]
      I agree with your article. My contention has always been that alternative energy is a small part of the total energy portfolio. Too many pundits have elevated the weight of this segment. Although very important in our journey towards reducing oil dependence, alternative energy will take a back seat to the big three:domestic,oil,coa... and nat gas. Feb 01 01:55 PM
    • An Inconvenient Truth: Changing Our State of Energy [view article]
      If we look at the next twenty years, our dependence on oil will undermine our foreign policy and force us to view large emerging countries as competitors. Is the answer alternative energy to help us achieve energy independence? To help us improve foreign policy and ultimately secure our nations safety? Let me quote.

      Council On Foreign Relations Oct 2006 Topic: Nat'l Security Consequences Of US Oil Dependency

      "The voices that espouse "energy independence" are doing the nation a disservice by focusing on a goal that is unachievable over the foreseeable future." Even with massive injections of ethanol, wind power, and other alternative fuels. Summation

      James Schlesenger mentions that the foreseeable future is the next twenty years. These voices are diverting the attention that is crucial to our nation. One can take a micro view or macro. I choose the macro. Oil is HERE to stay. Ergo our problem.

      Alternative energy is a must! But for the next twenty years we need to also address a more important issue of oil dependence. That should be the focus while we tinker and build other sources.       Jan 25 04:36 PM
    • Biotech Stocks Day-In-Review: Adherex Buys Out GSK Option [view article]
      I did stats on Seekingalpha for the last 6 months. Using spread sheets and entering long/short calls published in SeekingAlpha Ifound some trends, You would have been ahead investing in (SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

      I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

      I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.       Jan 19 05:11 AM
    • Long Lasting Fuel Cell Batteries: Why I'd Buy Mechanical Technology [view article]
      Thankyou for a great review But? I did stats on Seekingalpha for the last 6 months. Using spread sheets and entering long/short calls published in SeekingAlpha Ifound some trends, You would have been ahead investing in (SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

      I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

      I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.       Jan 19 05:04 AM
    • Cash Is Trash: Are We Headed For Recession? [view article]
      As of Dec 2006, the US stock market has been in a bull rally for 3 years and 9 months. The talking heads, portfolio defenders, fund managers, and others can't help but be ecstatic as they trumpet their success. But none are talking about Historical Market/Stock Cycles.

      These cycles, (market bottom-top-bottom again), average 53 months in length according to Martin Pring in his book The All-Season Investor. He also notes that these cycles can be altered by Federal Monetary Policy. If we use March 2003 as the start of the current bull cycle, then using his figures, we will have a new cycle beginning in Sep 2007 and would have had a market top in June 2005.

      The present cycle has obviously been elongated for many reasons. Two I would like to mention, and not stated often enough: 1. The US Dollar is no longer the lone proxy currency anymore. 2. Emerging markets are almost done emerging. This present cycle, beyond Fed Policy, has been altered by forces beyond our border.

      If one looks at the present Market Cycle, it would start out in 2003 at the bottom and begin an Economic Recovery. Consumer Expectations are revived, Industrials, Cyclicals are strong, the price and demand for Raw Materials is increasing, and Basic Industry is smoking. As the rising slope gets steeper we begin to see weakness in Real Estate. Sound Familiar? As we reach the top, Energy prices soar and continue to pace the market until the top begins to ease. In the rest of the model cycle, a decent begins that favors Consumer Staples, Services, Utilities, and Financials.

      All this time the Fed worries about the upward pressure on wages, inflation, GDP, and what tie to wear at the next Senate Hearing. While the Fed wrestles with interest rates in light of the Dollar or in spite of the Dollar, Gold is watching this battle from the corner ready to strike at any time.

      We are experiencing an extended creep to the market's top and we may be walking on a weakly cantilevered plank over the edge.       Jan 19 04:51 AM
    • eBay Announces Feedback 2.0 [view article]
      I did stats on Seekingalpha for the last 6 months. Using spread sheets and entering long/short calls published in SeekingAlpha Ifound some trends, You would have been ahead investing in (SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

      I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

      I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.       Jan 19 04:48 AM
    • Crystallex Affair Requires SEC Investigation [view article]
      I did stats on Seekingalpha for the last 6 months. Using spread sheets and entering long/short calls published in SeekingAlpha Ifound some trends, You would have been ahead investing in (SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

      I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

      I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.       Jan 19 04:29 AM
    • Crystallex Affair Requires SEC Investigation [view article]
      Crystallex Inc., a gold miner, was hurt today on rumors Venezuela will nationalize the mining industry. The minister's comments were vague and not on the point. If Hugo nationalizes the foreign interest in mining he will lay an egg that will cost his country billions. He and his ministers are not on the same page. What he will do is tax foreign companies at a rate that will return immediate income. He does not have the resources to initiate nor support a nationalized mining campaign.

      Most of Hugo's deputies are fielding questions right and left. They are using talking points without specific guidelines. Even Chavez wakes up each day with a new outline.

      What he has nationalized is in place, running on overdrive, and profitable. Mining in Venezuela has mostly been a "cottage industry" and he will not settle for that status quo.

      Hugo Chavez is many things, but not stupid.       Jan 19 04:11 AM
    • What Is Motorola Actually Worth? [view article]
      Who cares Jan 19 03:54 AM
    • Crystallex Price Continues To Be Manipulated By the News [view article]
      Crystallex was hurt today on rumors Venezuela will nationalize the mining industry. The minister's comments were vague and not on the point. If Hugo nationalizes the foreign interest in mining he will lay an egg that will cost his country billions. He and his ministers are not on the same page. What he will do is tax foreign companies at a rate that will return immediate income. He does not have the resources to initiate nor support a nationalized mining campaign.

      Most of Hugo's deputies are fielding questions right and left. They are using talking points without specific guidelines. Even Chavez wakes up each day with a new outline.

      What he has nationalized is in place, running on overdrive, and profitable. Mining in Venezuela has mostly been a "cottage industry" and he will not settle for that status quo.

      Hugo Chavez is many things, but not stupid. What's your take?       Jan 18 05:32 PM
    • The Place to Be for Gold in 2007 [view article]
      rystallex International Corp (KRY), is a small gold miner based in Canada with current interest in Venezuela. It has been holding permits to mine over 13 million ounces of gold in the Las Cristinas property. But these permits have been wilting in the midday sun.

      This stock's future rests entirely on the fickle economic shoulders of Hugo Chavez. Crystallex has the initial permits but is still waiting and waiting and waiting on the environmental go ahead. The NAV has flat lined around 2.70-3.50 for over 3 months, kept there with nothing but hope.

      The current political environment has made this stock a day trader's dream. The term, (rocking chair), a stock rocking +/- due to non-internal pressures, allows one to profit many times a day.

      Should the environmental and Chavezamental permits be granted, Crystallex will definitely takeoff. But, environmental attitudes are presently in chaos down there. Changes in cabinet, pressure from locals, and generally unpredictable decision making, have stalled the ongoing process. But this stall has kept the stock where it is at and not significantly lower.

      If Chavez grants the environmental permits and allows foreign economic interests to displace the local "cottage industry", ie squatters, displace hill sides, and water sheds, the NAV should shoot up 3-7 Dollars, (85% +), overnight.

      But before the champagne dries from the shirts of leveraged investors and a few Fidelity fund managers, take your money and run. Why? Copper prices have sunk. This mining region requires copper to be sold to subsidize operations.

      This is a very speculative holding and I would give it 2-3 months to play out. Make sure you have a stop-loss in place. I own this stock.





      Note: The stock picks I review will include long or short positions as well as duration. I may not always update a position change if the time duration was accurate in the original review. Some of the stocks I review I own in my personal account and will always state such conditions. This site is not intended to replace one's own due diligence in researching stocks nor is it a substitute for advice from your financial planner.

      Posted by Vestor22 at 15:21

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      JESSE LIVERMORE
      "A trader gets to play the game as the professional billiard player does-that is, he looks far ahead instead of considering the particular shot before him. It gets to be an instinct to play for position."

      About Me

      View my complete profile

      Blog Archive

      * ▼ 2007 (13)
      o ▼ January (13)
      + Crystallex: KRY Treading Water
      + READ THESE HEADLINES
      + BASHING CRAMER
      + FRIGID BLAST AFFECTS OIL PRICES
      + MARKET TREND #1
      + Investing 101
      + A SIMPLE WAY TO SHORT THE MARKET
      + SEEKINGALPHA
      + MARKET UPDATE
      + CRYSTALLEX FOLLOWUP
      + Coal: Headwaters Inc. Leads The New Trend In Elec...
      + IS CRYSTALLEX A COILED SPRING?
      + ARE WE OVERDUE FOR AN ECONOMIC SLOWDOWN?


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      * John Hussman: Overbought, Overbullish Climate Leaves No Room to Get Out
      * A Bullish Sign: Energy Sector Down While Tech's Up
      * Are Retail Sales Good For the Economy?
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      JESSE LIVERMORE
      A man does not have to marry one side of the market till death do them part.       Jan 18 02:04 AM
    • Cramer Dumps Crystallex, Opts For Yamana Gold Instead [view article]
      Crystallex International Corp (KRY), is a small gold miner based in Canada with current interest in Venezuela. It has been holding permits to mine over 13 million ounces of gold in the Las Cristinas property. But these permits have been wilting in the midday sun.

      This stock's future rests entirely on the fickle economic shoulders of Hugo Chavez. Crystallex has the initial permits but is still waiting and waiting and waiting on the environmental go ahead. The NAV has flat lined around 2.70-3.50 for over 3 months, kept there with nothing but hope.

      The current political environment has made this stock a day trader's dream. The term, (rocking chair), a stock rocking +/- due to non-internal pressures, allows one to profit many times a day.

      Should the environmental and Chavezamental permits be granted, Crystallex will definitely takeoff. But, environmental attitudes are presently in chaos down there. Changes in cabinet, pressure from locals, and generally unpredictable decision making, have stalled the ongoing process. But this stall has kept the stock where it is at and not significantly lower.

      If Chavez grants the environmental permits and allows foreign economic interests to displace the local "cottage industry", ie squatters, displace hill sides, and water sheds, the NAV should shoot up 3-7 Dollars, (85% +), overnight.

      But before the champagne dries from the shirts of leveraged investors and a few Fidelity fund managers, take your money and run. Why? Copper prices have sunk. This mining region requires copper to be sold to subsidize operations.

      This is a very speculative holding and I would give it 2-3 months to play out. Make sure you have a stop-loss in place. I own this stock.





      Note: The stock picks I review will include long or short positions as well as duration. I may not always update a position change if the time duration was accurate in the original review. Some of the stocks I review I own in my personal account and will always state such conditions. This site is not intended to replace one's own due diligence in researching stocks nor is it a substitute for advice from your financial planner.       Jan 18 01:56 AM
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