Seeking Alpha
  • Chines33
    Im sitting roughly hedged huge cash position 78%%..Long EMC BRCM TJX ESRX UN KO DD JCI ESV IAU SDS short CVX....Got my eye on IBM 172
    10/18/11
    Reply (18)
    • Chines33: Also long VIA/B
      10/18/11
    • Chines33: Eying SLB 62-64 and a material on next big selloff with dividend perhaps PCL POT or WY..eying shorts via EUO and all banks
      10/18/11
    • Irishmedic: Chines, meant to ask you before, are you just playing JCI or do you like it? I have it on my wish list, POT is on there also
      10/18/11
    • Chines33: I like JCI longterm I added back at 26 and like it long term...still looking to build position further but it's run a lot.
      10/18/11
    • Irishmedic: Thanks, I like it LT also, just not at this price. Waiting for a pull back to pick it up with some others that I really want.
      10/18/11
    • Chines33: I think the lows in JCI for the year have been put in around 25
      10/18/11
    • Irishmedic: I would agree, I am on board with inquisitivemind7 read on the macro trend and hope to pick up in the 1st/2nd quater next year.
      10/18/11
    • Irishmedic: After NVO it is the one I want most. With either CF, POT, or MON next and lastly LINE
      10/18/11
    • Chines33: I like POT...I've been playing fert/AG via DD...I bought aggressively when it dipped under 40 and 4% yield...have since trimmed back
      10/18/11
    • Irishmedic: Again thanks, helps to narrow the field!
      10/18/11
    • Hillbilly Stock Star: LINE.......Ray James pumps every day on a different bidness show! Watching.
      10/18/11
    • Irishmedic: Don't watch stock news on TV,best advise I was ever given lol.I like LINE for hold for div and potential growth.Again, pretty expensive here
      10/18/11
    • Ocean Man: I like UAN better than those other ferts. 9% yield and more upside / price movement. I rode it from 20 to 27 and 21 to 26 last couple dips.
      10/18/11
    • Ocean Man: It's an April 2011 IPO and it's an MLP.
      10/18/11
    • Irishmedic: Still don't fully understand UAN and TNH, I played TNH for a while a did OK, but do not understand the relationship fully!
      10/18/11
    • Ocean Man: Both are MLPs majority owned by another co - UAN by CVI and TNH by CF. Both have huge price fluctuations. TNH has huge distrib flucs.
      10/19/11
    • Ocean Man: UAN is a recent IPO, smaller market cap. UAN has a compet advantage - uses a waste product from CVI as a key input for free.
      10/19/11
    • Irishmedic: Cool. thank you for the info, I was getting confused as to who owned whom lol
      10/19/11