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billmartin

billmartin
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  • Dahlman Rose grows more cautious on the fertilizer sector, seeing substantial pressure on nutrients pricing in H1 with nitrogen having the greatest long-term margin risk given capacity additions. The firm cuts Agrium (AGU), CF Industries (CF) and Rentech Nitrogen (RNF) to Sell from Buy, Potash (POT) to Sell from Hold, and Mosaic (MOS) to Hold from Buy. [View news story]
    @ Michael Bryant. Careful. It's not structured like most energy MLP's.

    (ie; 1.maintaining a minimum distribution. 2. paying out steady dividend increases over time.)

    I don't have an opinion on the direction of the price, or whether its a buy or a sell at it's current price.


    Oh, and @ Brad K. ; this is not a stock, so just a friendly reminder to file the tax forms correctly.
    Feb 24, 2013. 03:08 AM | Likes Like |Link to Comment
  • Airlines get a boost as David Tepper (earlier) argues "the equity is cheap to everything," and the industry has the tailwinds of a strong dollar and "flat" oil prices. DAL +3.5%, UAL +1.2%, LCC +2.8%, LUV +2.2%, SAVE +3%[View news story]
    Teppers fund held 9,818,965 shares of UAL as of last qtrs statement. He's talking his book.

    (by the way, he also has 13,603,495 shares of LCC. Two of his top ten holdings are airlines. It's not suprising that if Bloomberg is willing to point a T.V camera at him, that he's going to talk sunshine and rainbows about airline stocks.)
    Jan 22, 2013. 12:14 PM | Likes Like |Link to Comment
  • Why Agilent and Danaher Are Loved By Wall Street [View article]
    @Rubenov; 24 hrs later, not so bad timing.
    Feb 16, 2012. 04:14 PM | Likes Like |Link to Comment
  • Previewing Precision Castparts' Quarter: Why We Expect A Miss [View article]
    @IZZKube; He was sure correct about the streets reaction to this quarters release.
    Jan 26, 2012. 04:05 PM | Likes Like |Link to Comment
  • Agrium Is A Great Buy On Weakness [View article]
    You tout that Agrium has 50 years worth of potash in its mines. Why don't you discuss how much phosphate they have, and who they have to get it from ?
    Jan 13, 2012. 12:56 AM | Likes Like |Link to Comment
  • Walter Energy Settles In [View article]
    I doubt many people/funds "bought" the stock on the takeover rumor. They just day traded/ momentum traded it.
    Oct 13, 2011. 11:26 AM | Likes Like |Link to Comment
  • S&P reiterates its Buy rating on General Dynamics (GD -5.3%) as the stock sinks following the crash of one of the company’s Gulfstream jets in a test flight that kills all four people on board. The crash should delay FAA certification of the Gulfstream G650, but the event should prove only "a temporary setback for Gulfstream and GD," S&P writes.  [View news story]
    @ Herbert Hoover. That's in bad taste. Those were someones family members that died. There are plenty of other news items available to comment on the current market manipulation. Leave this one alone.
    Apr 4, 2011. 04:16 PM | Likes Like |Link to Comment
  • A New Report Presents Opportunities in Oil Equipment Manufacturers [View article]
    @Nigam Arora; crystal's analysis is correct. Additionally, he researched the issue and actually "did" an analysis. When constructing your next "article", following his method would enhance your credibility. As far as shorting CAM; when the report came out Cameron dropped down for about 5 minutes, then climbed right back to where it was trading before the release. Seriously, if your looking for short opportunities, theres much better candidates then oil machinery stocks! (I am not a CAM or any other OIH stock shareholder)
    Mar 26, 2011. 03:31 AM | Likes Like |Link to Comment
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