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Helicopter Shortage: An Investment Opportunity? [View article]
We've known Asif for years now and agree with your observation. You should see his monthly newsletter - which he sends out for free!
Personally I think he should charge an annual fee, but to each his own. I read his newsletter (free subscription) and I think it is posted on www.sinletter.com/ a few days later.
Saul Sterman
CrossProfit
Helicopter Shortage: An Investment Opportunity? [View article]
The military is by far the largest consumer for choppers and parts. Rig choppers don't match the military usage in peace time and we have no idea what the parts replacement numbers are due to Iraq.
Any shortage could be due to Iraq so UTX (Sikorsky) could be the best of breed. Would need to dig deeper to figure out the military component...
Saul Sterman
CrossProfit
Wall Street Breakfast: Must-Know News [View article]
Seeking Alpha readers were aware of this trend already back in October 2007.
See:
www.crossprofit.com/ar...
or
seekingalpha.com/artic...
"A risk to our assessment for CLF (not the price of iron) is that current Australian port infrastructure may not be capable of handling much more volume without upgrading. This could take two years, postponing further benefits from the Australian acquisitions."
The trend was clearly pointed out again in a follow-up article in December 2007.
See:
www.crossprofit.com/ar...
or
seekingalpha.com/artic...
"In general, prices reset in January every year for iron pellets on all long term contracts. Different formulas are used for the various contracts with a partial resetting done on a quarterly basis...
Australia Portman acquisition benefits from hedged exchange rate and there should be a large price increase coming through in January"
There were at least two opportunities to go long below $95 since the first article and one opportunity since the second. We reiterate the closing paragraph from the first article;
"Should both iron ore and coking coal live up to predictions, we could see CLF trading at $160 in 2008."
CrossProfit (consensus)
Boeing: Get Ready to Fly [View article]
Not so sure about this...see
transport.seekingalpha...
CrossProfit
All-ETF Portfolios vs. Strategic Mix of Stocks [View article]
The reason that I didn’t state an opinion on Geoff’s article is that I am not the ETF expert at CrossProfit. The CrossProfit ETF expert is David Kimche who happens to have 30 years of banking and investment experience. Until recently he held one of the top positions at Israel’s fourth largest bank. Being that Mr. Kimche has his own website and is no longer with Mizrahi Bank anonymity is not required. Mr. Kimche specializes in all ETF portfolios for himself and his clients (as well as other types of investments for some larger family funds).
www.kimfo-fs.com/found...
It appears to me that you are striking out at the wrong people. Both the "journalist" comment and the "about us" slur were superfluous.
Should you wish to apologize, please do so at faq [at] crossprofit.com, Attn:BBK
All-ETF Portfolios vs. Strategic Mix of Stocks [View article]
Geoff is making two points and <b>NOT</b> trying to set up a portfolio.
Point one: Use mean variance optimization thus achieving proper diversification.
Point two: ETFs or low-cost mutual funds have a cost.
You agree with point one and disagree with point two as the aprox. 1% difference between ETN and Geoff's method is negligable in your opinion (the ETF cost).
Disclosure: Comment written by a CrossProfit non journalist professional analyst. This is not an opinion on the article.
www.crossprofit.com