Sunday, July 13, 2008
Thursday, July 10, 2008
Ready Buys...
stock - my rating...
PBR - Better than Peanut Butter, Pabst blue Ribbon, & Protein Before RNA
BP - newest member to the team as of today...
T - need to get me suma dat...
BAC - gotta hav suma dis...
GE - every time I go there I wish I hadn't - will this time be different...? i don't know but at some point the dividend coupled with major upside future prospects will be too much to turn away here - that may be right about now...
note experiment: 10K invested in XOM over a period where div is invested came to over 2mil - same period without div the 10K came to 120K or so...
do not I repeat - do not - ignore the importance of dividend reinvestment for fairly large portion of your portfolio
a good strategy may be to sell growth on its momentum tops while moving into beaten down div plays to wait out the growth stock decline cycles...
right now I am trying this shifting from AAPL to FRO and back again - so far so good...oh yeah --> heavy weight is in AAPL right now of course - when the iPhone pops it off - some will need to be swung back into FRO which should be down by then as i am extremely late for a hair cut
PBR - Better than Peanut Butter, Pabst blue Ribbon, & Protein Before RNA
BP - newest member to the team as of today...
T - need to get me suma dat...
BAC - gotta hav suma dis...
GE - every time I go there I wish I hadn't - will this time be different...? i don't know but at some point the dividend coupled with major upside future prospects will be too much to turn away here - that may be right about now...
note experiment: 10K invested in XOM over a period where div is invested came to over 2mil - same period without div the 10K came to 120K or so...
do not I repeat - do not - ignore the importance of dividend reinvestment for fairly large portion of your portfolio
a good strategy may be to sell growth on its momentum tops while moving into beaten down div plays to wait out the growth stock decline cycles...
right now I am trying this shifting from AAPL to FRO and back again - so far so good...oh yeah --> heavy weight is in AAPL right now of course - when the iPhone pops it off - some will need to be swung back into FRO which should be down by then as i am extremely late for a hair cut
Wednesday, July 09, 2008
Nuclear Frontier...Not Stale News...
Looks like 500 tons of Uranium ore was just removed from Iraq (hmmm this wouldn't have anything to do with US intentions over there - removal of 500 tons of uranium that would have been available to fuel Iran's enrichment programs once they took it from Iraq)
it seems to have gone to Canada...probably a good place to store it and process it while its still dusty so to speak
SGR reported better earnings based on Nuclear related projects...hmmm
I smell some nuclear reactions on the horizon...
submarines - rail cannon warships - land based reactors - eventually rail cannon launching of spacecraft and satellites - etc etc
GE SGR ? ? ?
it seems to have gone to Canada...probably a good place to store it and process it while its still dusty so to speak
SGR reported better earnings based on Nuclear related projects...hmmm
I smell some nuclear reactions on the horizon...
submarines - rail cannon warships - land based reactors - eventually rail cannon launching of spacecraft and satellites - etc etc
GE SGR ? ? ?
Speculating Toward a Brighter Future...Silly Bottom...Dips are for Skids...
eventually the Skid will stick and the market can once again thrive on upticks
BAC:
Bank of America’s CEO said today he does not see a reason to cut the dividend or any reason to believe BAC would need to raise more capital ... This is tremendous if true – BAC currently has a yield of ~11% and upside of 100% growth once nurtured back to full health ... For a bank like BAC – its so seems time to buy - but beware - very scary territory and waiting for bottom conformations, missing the first 10-15% of the recovery, and getting in late may be the prudent way to play this
GE:
GE is working on waste to gasification technologies for the us
Japan already has 7 successful installations of another similar sort
These produce power by gasifying our garbage then gas to electricity
Basket Group: - common risks
MRK BMY BMR - people might stop getting ill
AGU MON POT MOS - people might stop eating
AVAV FCEL AMSC ESLR - people might stop innovating and defending their energy infrastructures
T WIN - people might stop communicating
AAPL GOOG NTDOY - people might stop thinking
CNX SSL EMN - people might stop making steel, using electricity, plastics, fuels, gases...etc
ENER SQM BOOM - people might not need to process and convert fuels
PBR COP RDSA XOM - people will stop needing oil, energy, or any kind of fuel
FRO ETP SE TRP- people will not need to transport fuels like oil and gas
IPI V AWK ERII - crazy ipo's - anything could happen
MA BAC GS - credit crisis could droll on forever or even spread to other credit markets
RIO FCX RTP IVN - demand destruction could drive most commodity prices way down
SGR FWLT MDR - infrastructure projects could slow in the face of slowing growth
GE HON SI UTX - large conglomerates could throw in the towel and great executives could abandon us for better lifestyles somewhere else
BCKBF PFCE IVAN HYGS - stay very away from here
Dispersification may ensue...!
Integrated Oils...
Be aware that we might experience a dip in integrated oil when oil prices fall
Which is asinine if you ask me …
The oil stocks first go up as oil prices rise – then fall sharply reporting that oil prices are too high for ultra-profitable operations – then when prices return to normal (where they were in the rally...really ) they fall because .. aawwee .. the price of oil is going down … awe
which is inevitable
BAC:
Bank of America’s CEO said today he does not see a reason to cut the dividend or any reason to believe BAC would need to raise more capital ... This is tremendous if true – BAC currently has a yield of ~11% and upside of 100% growth once nurtured back to full health ... For a bank like BAC – its so seems time to buy - but beware - very scary territory and waiting for bottom conformations, missing the first 10-15% of the recovery, and getting in late may be the prudent way to play this
GE:
GE is working on waste to gasification technologies for the us
Japan already has 7 successful installations of another similar sort
These produce power by gasifying our garbage then gas to electricity
Basket Group: - common risks
MRK BMY BMR - people might stop getting ill
AGU MON POT MOS - people might stop eating
AVAV FCEL AMSC ESLR - people might stop innovating and defending their energy infrastructures
T WIN - people might stop communicating
AAPL GOOG NTDOY - people might stop thinking
CNX SSL EMN - people might stop making steel, using electricity, plastics, fuels, gases...etc
ENER SQM BOOM - people might not need to process and convert fuels
PBR COP RDSA XOM - people will stop needing oil, energy, or any kind of fuel
FRO ETP SE TRP- people will not need to transport fuels like oil and gas
IPI V AWK ERII - crazy ipo's - anything could happen
MA BAC GS - credit crisis could droll on forever or even spread to other credit markets
RIO FCX RTP IVN - demand destruction could drive most commodity prices way down
SGR FWLT MDR - infrastructure projects could slow in the face of slowing growth
GE HON SI UTX - large conglomerates could throw in the towel and great executives could abandon us for better lifestyles somewhere else
BCKBF PFCE IVAN HYGS - stay very away from here
Dispersification may ensue...!
Integrated Oils...
Be aware that we might experience a dip in integrated oil when oil prices fall
Which is asinine if you ask me …
The oil stocks first go up as oil prices rise – then fall sharply reporting that oil prices are too high for ultra-profitable operations – then when prices return to normal (where they were in the rally...really ) they fall because .. aawwee .. the price of oil is going down … awe
which is inevitable
Monday, July 07, 2008
FRO Fishin Season...Begins...
Finding the right crawfish hole is half the battle ... gettin'n while th'waters low, well, adds a'liltwistoit...
FRO buying more begins at 60ish ... that's today :) - buying all the way down from here on this one...sslloowwllyy (should see some good trading channels form here too)
swings and lunges could readily go anywhere from 40ish to 80ish with this wily one...
FRO:
FRO ~ |69.35 ~ 86.94 ~ 133.7| - future tough spots ... so to speak
FRO buying more begins at 60ish ... that's today :) - buying all the way down from here on this one...sslloowwllyy (should see some good trading channels form here too)
swings and lunges could readily go anywhere from 40ish to 80ish with this wily one...
FRO:
FRO ~ |69.35 ~ 86.94 ~ 133.7| - future tough spots ... so to speak
Dow nThere...
Down Down Down Down Down
Downbie Downbie
DOW
DOW does look like it could DIP to ~ 10,846 before scraping its bottom...
I guess we'll have to wait and see
Downbie Downbie
DOW
DOW does look like it could DIP to ~ 10,846 before scraping its bottom...
I guess we'll have to wait and see
Is It Safe...
What makes an iPhone great ...
it doesn't have as many features as many other devices on the market - in fact it's components are often less advanced than competitor's... ex shaky camera - no volume speaker phone - no 3g speeds - etc ..
none of that matters - what people needed was exactly the platform the iPhone provides - the iPhone is a PLATFORM from which to experience applications and content - Experience is the Key - what the phone industry failed to do was to listen for customer's experience needs ... customers need a mobile communication platform that can provide all the familiar applications in a way that makes sense no matter how you look at it - examples --> form factors that don't change drastically every 5 seconds so that a lot of sub components and accessories will be relevant to supply chains and repair enthusiasts for many years to come as people mis match parts accross generations and apple leverages dyes and components in manufacturing and refurbishment activities ... so yeah - long runs, multiple mostly partial overlapping form factor device generations...a subtle shape shifter over the years, where the interfaces are durable and don't wear out easily, hosting a real computer OS so that actual development can be done and consistencies from generation to generation can be maintained and will make sense, a great distribution system so that equipment and parts are always available when and where needed, a place to go to get repairs made easily with a straightforward consistent style, easy and natural interface to existing computer systems and applications, etc etc
what they will deliver with the new 3g iPhone:
-more advanced component technologies
-some new features
-many new applications
-opening of the currently-safe portion of the OS (maybe more will open later)
-offerings in more locations - expanded distribution
-etc
what they have yet to do :
-allow multiple form factors to share one account - a dancing phone, a work phone, a camping phone .. etc - where you can login and out of them whenever you want without changing any chips - allowing users to buy chip sets or combine login in with bio-metrics to do away with the need for chips altogether :-: somehow they will eventually solve this problem and teach the phone companies that like sunglasses - each person would really like to have a backup in their briefcase or a different style for a different occasion... etc
-send its screen to other devices for larger temporary display - like the car nav or a "Blank" - (blank)
-integrated iGlasses, iWatch, iNav, and for when your ready to go...the iWill...
-etc
Yes
Apple is safe --> even if the iPhone was all they had...! and it's not even close to what they'll turn out to have when this is all said and done...
it doesn't have as many features as many other devices on the market - in fact it's components are often less advanced than competitor's... ex shaky camera - no volume speaker phone - no 3g speeds - etc ..
none of that matters - what people needed was exactly the platform the iPhone provides - the iPhone is a PLATFORM from which to experience applications and content - Experience is the Key - what the phone industry failed to do was to listen for customer's experience needs ... customers need a mobile communication platform that can provide all the familiar applications in a way that makes sense no matter how you look at it - examples --> form factors that don't change drastically every 5 seconds so that a lot of sub components and accessories will be relevant to supply chains and repair enthusiasts for many years to come as people mis match parts accross generations and apple leverages dyes and components in manufacturing and refurbishment activities ... so yeah - long runs, multiple mostly partial overlapping form factor device generations...a subtle shape shifter over the years, where the interfaces are durable and don't wear out easily, hosting a real computer OS so that actual development can be done and consistencies from generation to generation can be maintained and will make sense, a great distribution system so that equipment and parts are always available when and where needed, a place to go to get repairs made easily with a straightforward consistent style, easy and natural interface to existing computer systems and applications, etc etc
what they will deliver with the new 3g iPhone:
-more advanced component technologies
-some new features
-many new applications
-opening of the currently-safe portion of the OS (maybe more will open later)
-offerings in more locations - expanded distribution
-etc
what they have yet to do :
-allow multiple form factors to share one account - a dancing phone, a work phone, a camping phone .. etc - where you can login and out of them whenever you want without changing any chips - allowing users to buy chip sets or combine login in with bio-metrics to do away with the need for chips altogether :-: somehow they will eventually solve this problem and teach the phone companies that like sunglasses - each person would really like to have a backup in their briefcase or a different style for a different occasion... etc
-send its screen to other devices for larger temporary display - like the car nav or a "Blank" - (blank)
-integrated iGlasses, iWatch, iNav, and for when your ready to go...the iWill...
-etc
Yes
Apple is safe --> even if the iPhone was all they had...! and it's not even close to what they'll turn out to have when this is all said and done...
Friday, July 04, 2008
Belly basket ...
2008 6-17 (missing ~1/2 trivia = ~6K/day)
2008 7-3 (continued missing trivia ~ 4K/day)
thinking of going for a blast of frood flavors...looking for more seed and fertilizer opportunities
POT
AGU
MON
MOS
SQM
2008 7-3 (continued missing trivia ~ 4K/day)
thinking of going for a blast of frood flavors...looking for more seed and fertilizer opportunities
POT
AGU
MON
MOS
SQM
Eternal Optimist...
AAPL PBR FRO ?
only three majors left...
what happened to GOOG ?
I often ask myself the same - When were they superceeded here - and by whom - was it NTDOY or as simple as COP
I honestly don't recall - so now I have only 3 core equities left to list here:
AAPL
PBR
FRO
only three majors left...
what happened to GOOG ?
I often ask myself the same - When were they superceeded here - and by whom - was it NTDOY or as simple as COP
I honestly don't recall - so now I have only 3 core equities left to list here:
AAPL
PBR
FRO
Thursday, July 03, 2008
Oh Contrare...
Spec Plays:
Good Times begin-in Bad Times - consider resume buys/rotate into:
AAPL
FRO
PBR
COP
RDSA
NTDOY
GOOG - oops, after all I did put a 18 month price target of 992 on this - uh - nine months ago...I'd have to say it's still probably likely...
High Spec Plays:
ESLR
AMSC
FCEL
BOOM
SQM
coal is sin yet in with a grin - keep in mind --> coal is a long grind:
CNX
EMN
SSL
RIO
Good Times begin-in Bad Times - consider resume buys/rotate into:
AAPL
FRO
PBR
COP
RDSA
NTDOY
GOOG - oops, after all I did put a 18 month price target of 992 on this - uh - nine months ago...I'd have to say it's still probably likely...
High Spec Plays:
ESLR
AMSC
FCEL
BOOM
SQM
coal is sin yet in with a grin - keep in mind --> coal is a long grind:
CNX
EMN
SSL
RIO
Wednesday, July 02, 2008
Whered Dat Come Frum...?
I know that coal is very important for sooo many reasons...
the things we do with coal...
the things we do for coal...
the things we do to coal...
how much coal have you used today...?
however much it was -- it's 20 bucks per ton cheaper now...
eventually ... there should be demand growth for coal given all it's uses - metallurgic, thermal, gasified, liquefied, coals etc...
the things we do with coal...
the things we do for coal...
the things we do to coal...
how much coal have you used today...?
however much it was -- it's 20 bucks per ton cheaper now...
eventually ... there should be demand growth for coal given all it's uses - metallurgic, thermal, gasified, liquefied, coals etc...
Saturday, June 28, 2008
Friday, June 27, 2008
Days Like Today...
seems like the kind of day that makes fortunes for those who have faith and can overcome fears...(or probably just an id)
buying
PBR
AMSC
BOOM
looking at SQM for dollar cost averaging down - I think this is still good long term and am holding through - the dividend is not much to speak of so buying more shares now may be a good strategy considering the high growth rate occurring here and expected to continue...
buying
PBR
AMSC
BOOM
looking at SQM for dollar cost averaging down - I think this is still good long term and am holding through - the dividend is not much to speak of so buying more shares now may be a good strategy considering the high growth rate occurring here and expected to continue...
Thursday, June 26, 2008
And So It Goes...
AVAV did in fact pop the day after I sold it - after holding till Florida froze over ... I didn't want to risk the risk, et voila -->
this is still a great company and has many more growth prospects to go...I will re-enter this once the breakout is confirmed and a pullback ensues...
otherwise...
SQM
CNX
EMN
RIO
SSL
are meandering toward probable popage...but with highly speculative adverse risk of failing duddish due to inflationary market sentiment which is ravaging the world...together with the unpredictable nurture of nature
this is still a great company and has many more growth prospects to go...I will re-enter this once the breakout is confirmed and a pullback ensues...
otherwise...
SQM
CNX
EMN
RIO
SSL
are meandering toward probable popage...but with highly speculative adverse risk of failing duddish due to inflationary market sentiment which is ravaging the world...together with the unpredictable nurture of nature
Tuesday, June 24, 2008
Painful Plays...
Who would have thought a bath could be so painful...
I'll tell you who...anyone who bought BAC and was stopped out today...
that's right - I took a bath at the Bank .... of America ...
oh well - the cost of doing business - not a mistake - a simple reality of trading
adding now:
AAPL
RDSA
PBR
still waiting on FRO - after all my hair is still rather short...
sill waiting on CPL - I haven't calculated what I'm waiting for yet ... but it's not in the 60's - that's or sure...
dropped AVAV - so now it will pop to 45 ... look what happened to IPI once sold out at 50ish... etc etc etc
I'll tell you who...anyone who bought BAC and was stopped out today...
that's right - I took a bath at the Bank .... of America ...
oh well - the cost of doing business - not a mistake - a simple reality of trading
adding now:
AAPL
RDSA
PBR
still waiting on FRO - after all my hair is still rather short...
sill waiting on CPL - I haven't calculated what I'm waiting for yet ... but it's not in the 60's - that's or sure...
dropped AVAV - so now it will pop to 45 ... look what happened to IPI once sold out at 50ish... etc etc etc
Wednesday, June 18, 2008
Scratching Around for cash...
here are a few income-ing thoughts being tossed around TV and the news...
LINE ~10.29%
BPT ~10.26%
PBT ~8.16
ETP ~7.44%
hmmm - just looking at the moment...
some JimAbraKaBoomYa Gas Plays...
^ ^
CHK APA XTO SWN EP UPL APC
not a bad basket to consider on a Bad day
What's up...!
Create avatar
LINE ~10.29%
BPT ~10.26%
PBT ~8.16
ETP ~7.44%
hmmm - just looking at the moment...
some JimAbraKaBoomYa Gas Plays...
^ ^
CHK APA XTO SWN EP UPL APC
not a bad basket to consider on a Bad day
What's up...!
Create avatar
Where's the pop...
CNX - nice little move here
SQM - nice --> Another Jim Cramer Pick...
Not BAC --> this one feels awful...
SQM - nice --> Another Jim Cramer Pick...
Not BAC --> this one feels awful...
Thursday, June 12, 2008
Waiting for Re-Entry...
AMSC:
AMSC ~|~34.85 ~ 39.87|
careful here - insider selling has run rampant - ... - too risky to re-enter int he 40's...
AMSC ~|~34.85 ~ 39.87|
careful here - insider selling has run rampant - ... - too risky to re-enter int he 40's...
Saturday, June 07, 2008
Recessionary Considerations...
...the following buys may be good for some short-term, near-term, and long-term gains:
The question now is when to buy in - ???
CPL -- easy buy now but still waiting - dividend could offset importance of entry price...
BAC -- started positions here --> certainly I'm early and will lose for a while...
GE -- ? not yet ...!
UNH -- ? not yet ...!
also watching for a better/lower entry point:
JNJ
PG
YUM
MCD
some core stocks being held through and traded across dips:
PBR XOM RDS.A CVX COP AAPL NTDOY FRO TNP EMN SSL CNX XTO RIO
some remaining high-speculation plays:
FCEL AVAV BOOM ACH AMSC ESLR IVAN GOOG
The question now is when to buy in - ???
CPL -- easy buy now but still waiting - dividend could offset importance of entry price...
BAC -- started positions here --> certainly I'm early and will lose for a while...
GE -- ? not yet ...!
UNH -- ? not yet ...!
also watching for a better/lower entry point:
JNJ
PG
YUM
MCD
some core stocks being held through and traded across dips:
PBR XOM RDS.A CVX COP AAPL NTDOY FRO TNP EMN SSL CNX XTO RIO
some remaining high-speculation plays:
FCEL AVAV BOOM ACH AMSC ESLR IVAN GOOG
Monday, June 02, 2008
Sunday, June 01, 2008
A Rapidly Growing Brand with Brain & Body Plans...
NTDOY:
NTDOY ~|103.72 ~ 101.95 ~ 115.14|
I consider NTDOY a long term investment opportunity:
I know it may seem silly - but as well as being an entertaining game platform this Wii has potential applications in markets to help solve some real world problems like;
obviously the Wii-Fit is to help improve balance and health etc...
Wii has been tested in the use of rehabilitation from neurological disorders and traumas
elderly people can stimulate their minds and bodies steering clear of senility perhaps...
afford-ability in the high tech game platform market - providing access to a more diverse strata of society - this will help with education and mental development of children who experience the interfaces and utilize the learning mechanisms involved in playing and participating in the gaming and lessons or whatever people come up with in the applications - hopefully someday real-time over networked video conferencing-style participatory game play will be possible.
NTDOY ~|103.72 ~ 101.95 ~ 115.14|
I consider NTDOY a long term investment opportunity:
I know it may seem silly - but as well as being an entertaining game platform this Wii has potential applications in markets to help solve some real world problems like;
obviously the Wii-Fit is to help improve balance and health etc...
Wii has been tested in the use of rehabilitation from neurological disorders and traumas
elderly people can stimulate their minds and bodies steering clear of senility perhaps...
afford-ability in the high tech game platform market - providing access to a more diverse strata of society - this will help with education and mental development of children who experience the interfaces and utilize the learning mechanisms involved in playing and participating in the gaming and lessons or whatever people come up with in the applications - hopefully someday real-time over networked video conferencing-style participatory game play will be possible.
Saturday, May 31, 2008
BOOM Could Blast Off Again...JimAbraKaBoomYa
BOOM:
BOOM* ~|114.1 ~ 101.19 ~ 75.51|
* I consider these scores skewed high due to Explosive Growth in this Booming Industry --> Note However...BOOM's business faces tough challenges in terms of rising inflationary costs in fuel and precursor materials like steel and fertilizer
- Have a Blast Trading :)
if enough demand is driven from the new refinery trends BOOM could ultimately stabilize over 75.51 and eventually split ... it may be trading diminished yet inside out and remains positioned in front of possible enormous expansion plans of some major customers ... it also seems chaotically cyclical as well..driven in channels and to gaps by various forces within customer and supplier sectors
keep in mind the tremendous insulation against competition with their high cost-entry-margins and given their already successful library of proprietary explosive recipes...
thirdly - this BOOMER likes to swing and surge and has ... Not one but Two gaps to fill above the current price level - and these gaps should be filled ... eventually...since ultimately their industry is - well - Booming...
BOOM* ~|114.1 ~ 101.19 ~ 75.51|
* I consider these scores skewed high due to Explosive Growth in this Booming Industry --> Note However...BOOM's business faces tough challenges in terms of rising inflationary costs in fuel and precursor materials like steel and fertilizer
- Have a Blast Trading :)
if enough demand is driven from the new refinery trends BOOM could ultimately stabilize over 75.51 and eventually split ... it may be trading diminished yet inside out and remains positioned in front of possible enormous expansion plans of some major customers ... it also seems chaotically cyclical as well..driven in channels and to gaps by various forces within customer and supplier sectors
keep in mind the tremendous insulation against competition with their high cost-entry-margins and given their already successful library of proprietary explosive recipes...
thirdly - this BOOMER likes to swing and surge and has ... Not one but Two gaps to fill above the current price level - and these gaps should be filled ... eventually...since ultimately their industry is - well - Booming...
Friday, May 30, 2008
Pop-Opps into Pop-Offs...
AMSC:
AMSC* ~|45.28 ~ 61.46|
* I consider this price range unreasonably high for this stock in terms of current value metrics - however, the kinetics to pop have proven possible yet the market conditions to drive order-growth and price-momentum would have to be consistently sustainable in order to facilitate an unfaltering move through the range (~45.28 ~ 61.46) ...There will most likely be major re-tracements well before the range attractors are reached since new super high-tech implementations of niche equipment like AMSC's usually takes longer to actually amass effects on profitability than eager investors set average expectations for...
AMSC* ~|45.28 ~ 61.46|
* I consider this price range unreasonably high for this stock in terms of current value metrics - however, the kinetics to pop have proven possible yet the market conditions to drive order-growth and price-momentum would have to be consistently sustainable in order to facilitate an unfaltering move through the range (~45.28 ~ 61.46) ...There will most likely be major re-tracements well before the range attractors are reached since new super high-tech implementations of niche equipment like AMSC's usually takes longer to actually amass effects on profitability than eager investors set average expectations for...
Thursday, May 29, 2008
Coal Gasificatin...
+ Fuel Cells...
CNX
SSL
EMN
FCEL
it might become ..the kind'of a thing...reliability comes to depend on...
CNX
SSL
EMN
FCEL
it might become ..the kind'of a thing...reliability comes to depend on...
Tuesday, May 27, 2008
Algae Tubes...
algae solutions need to flow around in the sun to grow while maximizing surface area exposed to the sun and minimizing evaporation - "englassed" algae farms could be made by Corning or some other company which could facilitate such an environment.
there could be requirements for miles and miles of algae tubing trays cells lattices filters pumps hoses trucks etc...
ideas
GLW
there could be requirements for miles and miles of algae tubing trays cells lattices filters pumps hoses trucks etc...
ideas
GLW
US Oil...
Apparently we are saving our fossil fuels for the dark period of the universe...
in the meantime this ridiculous oil speculation is probably nothing more than big-time billionaires planning their next fly-by-night airline companies to come-n-go 5 years from now by undercutting competitor's fares in 2013 for 2-4 years utilizing CHEAP oil futures bought yesterday -- or something like that...
in the meantime this ridiculous oil speculation is probably nothing more than big-time billionaires planning their next fly-by-night airline companies to come-n-go 5 years from now by undercutting competitor's fares in 2013 for 2-4 years utilizing CHEAP oil futures bought yesterday -- or something like that...
Monday, May 26, 2008
For What It's Worth...
Disney & Viacom should buy Yahoo to create a smear of programs & channels branded with the YeeHa'est Yahoo creativity imagineering can imaginate...
Saturday, May 24, 2008
Friday, May 23, 2008
Full Reversification ....Up Scope...Fire...
Complete Portfolio is reversified to:
AAPL - fastest growing brands here so tech sector is irrelevant
NTDOY - not commodities but rather innovations of design to solve real world problems like communication digital-organization/productivity research&development entertainment-delivery education mental-conditioning fitness etc
PBR - fastest growing company in the world
COP - some of the smartest companies in the world
RDSA - also happen to have a good share of the capital and know what to do with it
FRO - someone has to do the dirty work
RIO - Steel starts here
BOOM - Steel ends here
BCKBF - a lot of really big or long spread out stuff with heavy #$!t running all over the place
FCEL - specialized energy markets of the future where big money is to be saved and made
AMSC - innovative company who's time appears to be now
AVAV - a powerful alignment of the human condition to the epicenter of Eagle century attractors (one such attractor is survival behavior via accurate reliable precise and timely telescopic sight of what's happened happening going to happen or not)
wants likes to get:
SFL - rising yield and rising stock price is a good combination
SGR - building pipelines and things --> very good for proliferation of planet earth
SHI - oil prices must come down eventually or China's pump prices will have to rise, either way SHI end's up a winner
PKX - a veritable steal on steel at these levels
GOOG - the total number revenue-clicks/click-equivalents could continue to increase
AAPL - fastest growing brands here so tech sector is irrelevant
NTDOY - not commodities but rather innovations of design to solve real world problems like communication digital-organization/productivity research&development entertainment-delivery education mental-conditioning fitness etc
PBR - fastest growing company in the world
COP - some of the smartest companies in the world
RDSA - also happen to have a good share of the capital and know what to do with it
FRO - someone has to do the dirty work
RIO - Steel starts here
BOOM - Steel ends here
BCKBF - a lot of really big or long spread out stuff with heavy #$!t running all over the place
FCEL - specialized energy markets of the future where big money is to be saved and made
AMSC - innovative company who's time appears to be now
AVAV - a powerful alignment of the human condition to the epicenter of Eagle century attractors (one such attractor is survival behavior via accurate reliable precise and timely telescopic sight of what's happened happening going to happen or not)
wants likes to get:
SFL - rising yield and rising stock price is a good combination
SGR - building pipelines and things --> very good for proliferation of planet earth
SHI - oil prices must come down eventually or China's pump prices will have to rise, either way SHI end's up a winner
PKX - a veritable steal on steel at these levels
GOOG - the total number revenue-clicks/click-equivalents could continue to increase
Thursday, May 22, 2008
Wednesday, May 21, 2008
Tuesday, May 20, 2008
The Next Way to Go...
RIO...
the new-building of many new ships, trains, roads, buildings, bridges and things will surely strain the capacity of this world's mines to drain Ore veins sunshine or rain...
be ready for pain or be ready for gain...
...RIO
the new-building of many new ships, trains, roads, buildings, bridges and things will surely strain the capacity of this world's mines to drain Ore veins sunshine or rain...
be ready for pain or be ready for gain...
...RIO
SoWonder Why Oil goes Up...
maybe the big integrated oil companies who can make money from high oil while losing money on refining operations want to drive oil prices up as high as they can so they can buy small pure play refiners cheaply to expand future refining capacity...
watch for refinery buyouts...PBR has already begun purchasing some...
the pure plays are surely not able to sustain this bakwardation in the industry for long...
Oh Yeah - 1.05x the maximum technical range of Light Sweet Cruide is:
LSCrude ~|~130.2| .... just like it could be swatted short - I suppose it can also be easily swatted up to high - but eventually -- the volume gaps below this level will have to be filled before consistent moves higher are permanently sustainable --> which they eventually will be ... it has to work its way up and around sometimes back down...
130.2/1.05= 124 - a major attractor for this Light Sweet Stuff...
since it's at this tip top of a huge run --> I am calling it the sanity barrier...anything higher is insane and should fall short of long term support...if a large thick volume base is laid out below, then maybe theses higher levels will become sustainable...in the meantime what jettisons up to velocity zero must land somewhere that can hold it up right away or it falls back down until it finds a spot that can prop it up...
watch for refinery buyouts...PBR has already begun purchasing some...
the pure plays are surely not able to sustain this bakwardation in the industry for long...
Oh Yeah - 1.05x the maximum technical range of Light Sweet Cruide is:
LSCrude ~|~130.2| .... just like it could be swatted short - I suppose it can also be easily swatted up to high - but eventually -- the volume gaps below this level will have to be filled before consistent moves higher are permanently sustainable --> which they eventually will be ... it has to work its way up and around sometimes back down...
130.2/1.05= 124 - a major attractor for this Light Sweet Stuff...
since it's at this tip top of a huge run --> I am calling it the sanity barrier...anything higher is insane and should fall short of long term support...if a large thick volume base is laid out below, then maybe theses higher levels will become sustainable...in the meantime what jettisons up to velocity zero must land somewhere that can hold it up right away or it falls back down until it finds a spot that can prop it up...
Trends on the Horizon...
some flavorettes:
COP PBR--(most likely leaper 2008)
AAPL GOOG NTDOY
FRO TNP
some other interesting/good ones to have & to hold:
CPL ATPWF EXC
APC XTO DVN
RDSA XOM CVX/TOT
ABB AMSC FCEL
SGR MDR CFX/PH
One could expect Huge Demand for Ore, Steel, & specialty metal products...
RIO --> tranes thangs and OttaMoeBeals...
PKX --> mmmm steel ... ironically - stay light here...
BOOM - many new refineries are already being planned - BOOM could have a blast...
{this should be considered a long term basket and will surely experience extreme volatility - if you get in on the dips and hold ... up times will arise..if only momentarily...they will arise...eventually..yet most likely sooner than later and not unlikely early or late}
golden oldies which deserve a look back...
FRO --> ... historically it's always a good day to get more FRO...spread out the buys
start looking for dips here if feeling aggressive or disconnected from the pump...
SFL --> FROffspring
TNP --> there is a trend toward remote refining and TNP may have a lot of clean product capacity
NAT --> Lowest operating cost in the Suezmax class transport vessels via outsourcing services to Frontline Tanker, regular surprising dividends, periodic stock channeling ... all the Hallmarks of a great supertanker company
VLCCF --> another worth mentioning although it's my least favorite of the fab five...
COP PBR--(most likely leaper 2008)
AAPL GOOG NTDOY
FRO TNP
some other interesting/good ones to have & to hold:
CPL ATPWF EXC
APC XTO DVN
RDSA XOM CVX/TOT
ABB AMSC FCEL
SGR MDR CFX/PH
One could expect Huge Demand for Ore, Steel, & specialty metal products...
RIO --> tranes thangs and OttaMoeBeals...
PKX --> mmmm steel ... ironically - stay light here...
BOOM - many new refineries are already being planned - BOOM could have a blast...
{this should be considered a long term basket and will surely experience extreme volatility - if you get in on the dips and hold ... up times will arise..if only momentarily...they will arise...eventually..yet most likely sooner than later and not unlikely early or late}
golden oldies which deserve a look back...
FRO --> ... historically it's always a good day to get more FRO...spread out the buys
start looking for dips here if feeling aggressive or disconnected from the pump...
SFL --> FROffspring
TNP --> there is a trend toward remote refining and TNP may have a lot of clean product capacity
NAT --> Lowest operating cost in the Suezmax class transport vessels via outsourcing services to Frontline Tanker, regular surprising dividends, periodic stock channeling ... all the Hallmarks of a great supertanker company
VLCCF --> another worth mentioning although it's my least favorite of the fab five...
Sunday, May 18, 2008
AVAV - Fly Like an Eagle...
for you to sea...
Fly Like an Eagle ... Soldier Spirits Carry Free...
Time Keeps on Slippin Slippin Slippin...
Into the Future...
and AVAV will SEE us through the revolution....
Saturday, May 17, 2008
PBR - is not Peanut Butter...
or Pabst Blue Ribbon...
so who would've thought you'd be glad to have some...
PBR ~|{~76.4400} ~ 88.6050 ~ 92.4950|
Tuesday, May 13, 2008
Some gestures in the Market...
AMSC seemed to meander along toward a mean 27.37 yet easily floated above that level with most of its momentum overall... a small early position at 27.37ish was early yet small...the likelihood for lower price opportunities are still great as are the ultimate pop-opps near term --
AAPL seemed to hold above a mean 189.79 with most of its momentum today suggesting a near term gravity at the 186 attractor may not cause as much tribulation turbulence as seen at previous attractors of this magnitude ~169,~152,~etc ... this should be an expected characteristic of a stock at this stage - well-off the bottom and well-oriented toward the upward direction(swing-backs are hypothesized to tend to lessen in intensity and/or degree as the bottom fades away in the distant ever-yonder-hindsightsville), and - in this case propelled by numerous multistage booster technology types providing ample thrust each...ie the mac line, the iPphone, - any other well designed easy-to-use consumer device form, etc...
AAPL seemed to hold above a mean 189.79 with most of its momentum today suggesting a near term gravity at the 186 attractor may not cause as much tribulation turbulence as seen at previous attractors of this magnitude ~169,~152,~etc ... this should be an expected characteristic of a stock at this stage - well-off the bottom and well-oriented toward the upward direction(swing-backs are hypothesized to tend to lessen in intensity and/or degree as the bottom fades away in the distant ever-yonder-hindsightsville), and - in this case propelled by numerous multistage booster technology types providing ample thrust each...ie the mac line, the iPphone, - any other well designed easy-to-use consumer device form, etc...
Monday, May 12, 2008
AAPL ceeps kreepin along...
If the following series is quickly taken out then apple is probably in near term good shape...if 189.16 holds we could see more difficult tribulation passsing the 186 attractor...
AAPL ~|187.91 ~ 188.54 ~ 189.16 ~ 189.79|
AAPL ~|187.91 ~ 188.54 ~ 189.16 ~ 189.79|
Sunday, May 11, 2008
Tracking Sell Ranges...
XOM ~|104.96 ~ 125.29|
FRO ~|65.72 ~ 77.82|
AAPL ~|186.01 ~ 369.12|
PBR ~|93.35 ~ 89.55|
GOOG ~|982 ~ 1312|
POT ~|232.74 ~ 216.4| ~ inside out volumetrically . fertiliz-E-ternity - split therapy
COP ~|110.66 ~ 130.3|
RIO ~|51.7 ~ 60.54|
XTO ~ |74.06 ~ 75.76 ~ 87.5|
FRO ~|65.72 ~ 77.82|
AAPL ~|186.01 ~ 369.12|
PBR ~|93.35 ~ 89.55|
GOOG ~|982 ~ 1312|
POT ~|232.74 ~ 216.4| ~ inside out volumetrically . fertiliz-E-ternity - split therapy
COP ~|110.66 ~ 130.3|
RIO ~|51.7 ~ 60.54|
XTO ~ |74.06 ~ 75.76 ~ 87.5|
Friday, May 09, 2008
AMSC Swing Hi.. Swing Low...
this is a reminder to look at the tremendous swings to the downside experienced just recently following pops - +plus+ the fact that earnings are not yet actually positive...
I am very cautious on AMSC since I don''t know how fast they will build an order backlog which has proven profit reserves...
I love this stock --> smaller electric ship motor/generator components to windmill and power plant +plus+ electrical transmission components...
what a power play in todays world when the US Navy probably wants to go electric everywhere they can...and everyone knows the wind-power story by now..cheapest alternative to natural gas..profitable right away..etc...
do not forget how recently this was had for 17-19 ... so expecting 24.xx - 27.xx seems not so highly unlikely -- hold tight sit back and hope no news comes in for while...another pop in this stockorn popper may be on its way...
I am very cautious on AMSC since I don''t know how fast they will build an order backlog which has proven profit reserves...
I love this stock --> smaller electric ship motor/generator components to windmill and power plant +plus+ electrical transmission components...
what a power play in todays world when the US Navy probably wants to go electric everywhere they can...and everyone knows the wind-power story by now..cheapest alternative to natural gas..profitable right away..etc...
do not forget how recently this was had for 17-19 ... so expecting 24.xx - 27.xx seems not so highly unlikely -- hold tight sit back and hope no news comes in for while...another pop in this stockorn popper may be on its way...
Thursday, May 08, 2008
Pop Goes the SuperMill...
AMSC --> this company has so many exciting things bubbling from the R&D pots...ready to go beyond the mere spillings and sloshings into commercialization cities all around...to full blown serv-it-up platters of viable technology meals - full course meals of various exotic styles
I wouldn't know where to start to guess as to which things are actually happening - suffice it say - things are happening ...
the stock +plus+ its activities in the news are like popcorn kernels settling and bouncing around in a shaky market pot of hot oily greeds frustrations & fears...
when the heat(market) and kernel[news(corn syrup)+equity(shell)] have appropriate trajectoral alignment (ie the kernel is beneath the oil where it's hot enough and for a long enough time to pop on news energy), then the stockorn can pop out of the market's oily grip and fly off in some direction - often ricocheting off adjacent near-concurrent micro/macro news force events -- ex AMSC had popped this morning after brimming to the surface of it's oil bowl for weeks which is ~27is - the news was hot and popped the kernel up up and away to 31ish ... on its way down however it ricocheted off an adjacent broad macro-market force event - ==ie general market positive sentiment with frenzied end of day buying -- an eod rally that ricocheted AMSC to over 32.14 on the close --> therefore... possibly into another oil pot with a higher heat source...although possible not .. and could settle back, however unlike real popcorn, stockorn could encounter another pop ... I hope the following series of price projectures is rapidly taken out to create buying opportunities under 27.37 soon...
AMSC 32.77 ~ 31.87 ~ 30.97 ~ 30.07 ~ 29.17 ~28.27 ~ 27.37| ~ 26.47 ~ 25.57 ~ 24.67|
I would love to get trades on again'n 3rds below 27.37
this stock is ratcheting up though and these may need to be taken in the new pot so to speak -- well above 27.37--> we may surely near to skim the surface of the old pot at least once again...even if it is going higher right away...
if super strong conditions hold this up one strategy is to buy 25% at each of the following price points:
31.87 ~ 30.97 ~ 30.07 ~ 29.17
only make sure this represents less than half your desired position so that if it goes below 27ish - over-doubling down can more than make up for the cost of money you've at that point bought yourself into spending over time while waiting but not earning elsewhere from this same basis...
I wouldn't know where to start to guess as to which things are actually happening - suffice it say - things are happening ...
the stock +plus+ its activities in the news are like popcorn kernels settling and bouncing around in a shaky market pot of hot oily greeds frustrations & fears...
when the heat(market) and kernel[news(corn syrup)+equity(shell)] have appropriate trajectoral alignment (ie the kernel is beneath the oil where it's hot enough and for a long enough time to pop on news energy), then the stockorn can pop out of the market's oily grip and fly off in some direction - often ricocheting off adjacent near-concurrent micro/macro news force events -- ex AMSC had popped this morning after brimming to the surface of it's oil bowl for weeks which is ~27is - the news was hot and popped the kernel up up and away to 31ish ... on its way down however it ricocheted off an adjacent broad macro-market force event - ==ie general market positive sentiment with frenzied end of day buying -- an eod rally that ricocheted AMSC to over 32.14 on the close --> therefore... possibly into another oil pot with a higher heat source...although possible not .. and could settle back, however unlike real popcorn, stockorn could encounter another pop ... I hope the following series of price projectures is rapidly taken out to create buying opportunities under 27.37 soon...
AMSC 32.77 ~ 31.87 ~ 30.97 ~ 30.07 ~ 29.17 ~28.27 ~ 27.37| ~ 26.47 ~ 25.57 ~ 24.67|
I would love to get trades on again'n 3rds below 27.37
this stock is ratcheting up though and these may need to be taken in the new pot so to speak -- well above 27.37--> we may surely near to skim the surface of the old pot at least once again...even if it is going higher right away...
if super strong conditions hold this up one strategy is to buy 25% at each of the following price points:
31.87 ~ 30.97 ~ 30.07 ~ 29.17
only make sure this represents less than half your desired position so that if it goes below 27ish - over-doubling down can more than make up for the cost of money you've at that point bought yourself into spending over time while waiting but not earning elsewhere from this same basis...
Wednesday, May 07, 2008
Saturday, May 03, 2008
Seeking out Niblets...
Possible Niblets under Consideration:
SGR
MDR
BIP
BBEP
TRP
Watching for Dips:
COP
RDSA
XOM
CVX
FRO watch:
FRO - watch for major swings - don't know if it's gonna be up or it's gonna be down...! eek...
SGR
MDR
BIP
BBEP
TRP
Watching for Dips:
COP
RDSA
XOM
CVX
FRO watch:
FRO - watch for major swings - don't know if it's gonna be up or it's gonna be down...! eek...
Complete Portfolio Update...
V AAPL GOOG NTDOY
~~~~~~~~~~~~~~~~~
AVAV FCEL AMSC
POT IPI AGU
~~~~~~~~~~
BOOM RIO
PBR XTO
~~~~~~
FRO
~~~~~~~~~~~~~~~~~
AVAV FCEL AMSC
POT IPI AGU
~~~~~~~~~~
BOOM RIO
PBR XTO
~~~~~~
FRO
Friday, May 02, 2008
Let Me Refraze
"
BOOM ~|101.57 ~ 113.99|* - this stock has a strong likely hood of rapidly hitting 53
*pattern and score seems whacked
"
I did note the score and pattern looked whacked - face it - the chart looked droopy too and 101 - 113.99 -> still exclaim the score looks whacked and the pattern looks droopy - i rate this stock popcorn and you should use sparingly...together with a proper diet of healthy stocks...
or splatting down to 35...which is what happened today -->
in the longer of the run.. BOOM's financial capacities may be able to continue to match demand even in rising commodity-cost environments...buying fertilizer for explosions, gas for welding, and of course steel and such raw materials etc is no cheap venture.
So with higher explosive materials, fuel, and steel costs the larger sales revenues are actually inflated in relation to the net income...offset by pass-through charges for higher steel prices and certainly flat out losses due to higher fuel and explosive materials costs....
perhaps BOOM has a maximum financing capacity and recent extreme costliness of executing ventures has slowed their pace to limit output while concurrently raising sales prices and shrinking profits...If this is the case - banks and financiers might fix this problem by the end of next quarter or so and then eventually back to BOOMsness it could be...maybe BOOM needs more physical plant capacity together with greater in-demand product diversities either through intrinsic or gobbly innovation --> all solutions will need capitalization followed by successful expansion in order to effectuate growth...
some new small exposures here may be appropriate for possible heroic gains again...
was down to 50 shares exposure but tripled that yesterday on the bad news...
This is a Long Term Hold and has potential for walloping gains over time...however, right now there is a possibility for a bounce..or heaven forbid, another waterfall down to 30ish...either way 39 to 44 is likely in the cards for this in the near term for at least a short duration and the long term still sees 53 easy...if BOOM can figure out how to adjust their activities to produce profit by-products....
BOOM ~|101.57 ~ 113.99|* - this stock has a strong likely hood of rapidly hitting 53
*pattern and score seems whacked
"
I did note the score and pattern looked whacked - face it - the chart looked droopy too and 101 - 113.99 -> still exclaim the score looks whacked and the pattern looks droopy - i rate this stock popcorn and you should use sparingly...together with a proper diet of healthy stocks...
or splatting down to 35...which is what happened today -->
in the longer of the run.. BOOM's financial capacities may be able to continue to match demand even in rising commodity-cost environments...buying fertilizer for explosions, gas for welding, and of course steel and such raw materials etc is no cheap venture.
So with higher explosive materials, fuel, and steel costs the larger sales revenues are actually inflated in relation to the net income...offset by pass-through charges for higher steel prices and certainly flat out losses due to higher fuel and explosive materials costs....
perhaps BOOM has a maximum financing capacity and recent extreme costliness of executing ventures has slowed their pace to limit output while concurrently raising sales prices and shrinking profits...If this is the case - banks and financiers might fix this problem by the end of next quarter or so and then eventually back to BOOMsness it could be...maybe BOOM needs more physical plant capacity together with greater in-demand product diversities either through intrinsic or gobbly innovation --> all solutions will need capitalization followed by successful expansion in order to effectuate growth...
some new small exposures here may be appropriate for possible heroic gains again...
was down to 50 shares exposure but tripled that yesterday on the bad news...
This is a Long Term Hold and has potential for walloping gains over time...however, right now there is a possibility for a bounce..or heaven forbid, another waterfall down to 30ish...either way 39 to 44 is likely in the cards for this in the near term for at least a short duration and the long term still sees 53 easy...if BOOM can figure out how to adjust their activities to produce profit by-products....
Thursday, April 24, 2008
FROeelin Wrong...?
It's actually as simple as:
1. refineries put off purchasing oil since they sometimes experience backwardation...=the cost of their material is higher than its derivitives...
2. refinery stockpiles run low and they need replenishment...
3. refineries hire tankers to replenish the dwindling supplies...
4. refineries raise prices and bank cash
5. start again at step 1
by the way - shippers are slowing their vessels to conserve fuel - so maybe my buoyancy compensation plan is a good idea - everyone grow a FRO, cut it, and throw it in the sea to help the ships glide along...
1. refineries put off purchasing oil since they sometimes experience backwardation...=the cost of their material is higher than its derivitives...
2. refinery stockpiles run low and they need replenishment...
3. refineries hire tankers to replenish the dwindling supplies...
4. refineries raise prices and bank cash
5. start again at step 1
by the way - shippers are slowing their vessels to conserve fuel - so maybe my buoyancy compensation plan is a good idea - everyone grow a FRO, cut it, and throw it in the sea to help the ships glide along...
Wednesday, April 23, 2008
I've got a FROeelin..
a freelin that's probly wrong ... oh yeah
*** 05/09/2008 *** and was in a twisterd kinda waze...
I may have cut my FRO and tossed it to the sea so the FROships could sail faster, but I certainly don't think my hairstyle buoyancy compensation plan is responsible for the FRally in FRO as of late. I do have a ridiculous idea or 2 as to why I think this BOOM in Oil prices may have an unexpected affect on FRO...normally - high oil cost = low demand = tanker bad....tanker stock down..:(
but perhaps at some optimum rate of oil cost the table turns due to the related rate of insurance premiums. So as insurance premiums go through the roof raising tanker day rates, but not profit margins - everybody loses right...?
wrong...!
Frontline tanker with the largest fleet of VLCC's dans le monde may have leveraging power to lower many operating costs on a per ship basis, and some that are particularly peculiar now that oil is 80 to 125 a barrel. Savings on the cost of insurance and crewing operations is where larger scale shipping companies may have financial advantages compared to smaller competitors who cannot spread out their risk portfolios to satisfy underwriters or dockside logistical suppliers and service providers when negotiating insurance rates or operational port facility rates respectively. Competitors actual rates to customers are raised across the board to accommodate for rising industry rates for common services like insurance etc...
The margin breaks at some point and extra profit FRO has from this difference allows them to experience significantly higher margins than smaller competitors...
***05/09/2008 --> Unreliable Fact-Checking Update *** HAHa...the irony here is delightful - the above theory turned out to seemingly to be quite humorously twisted... - turns out FRO's smaller competitors like NAT may be achieving the lowest overall per vessel running rates in the SuezMax industry at least... and by outsourcing the above mentioned hypothesized services....guess who a major outsourcing service provider is to NAT --> Frontline Tanker Ltd.! HAhA......So interestingly, FRO cannot achieve the lowest per ship rates but can leverage it's operations to provide OSsvcs enabling others to lower their rates...hmm--> i have a lot of ideas about this right now but before i start conjecturing....I'm going to go to Friday night... :)
or..
there's always the downside... if the price of oil goes down ... demand will go up and tankers will be even busier ...
every campaign of business pleasure or otherwise probably requires a standby oil reserve to garauntee smooth operations against a diverse set of contingencies... bla bla bla .... this is starting to sound like it belongs on blarchive.com
almost forgot - I said two ways... - as the price of the cargo goes up the overall shipping cost becomes less of a percentage of the total cost to buyers - so incremental tanker day rate increases may not be as big of a nuisance as they once were
in other words - I have no idea...but FRO goes up and FRO goes down...churning out dividends all year round..
*** 05/09/2008 *** and was in a twisterd kinda waze...
I may have cut my FRO and tossed it to the sea so the FROships could sail faster, but I certainly don't think my hairstyle buoyancy compensation plan is responsible for the FRally in FRO as of late. I do have a ridiculous idea or 2 as to why I think this BOOM in Oil prices may have an unexpected affect on FRO...normally - high oil cost = low demand = tanker bad....tanker stock down..:(
but perhaps at some optimum rate of oil cost the table turns due to the related rate of insurance premiums. So as insurance premiums go through the roof raising tanker day rates, but not profit margins - everybody loses right...?
wrong...!
Frontline tanker with the largest fleet of VLCC's dans le monde may have leveraging power to lower many operating costs on a per ship basis, and some that are particularly peculiar now that oil is 80 to 125 a barrel. Savings on the cost of insurance and crewing operations is where larger scale shipping companies may have financial advantages compared to smaller competitors who cannot spread out their risk portfolios to satisfy underwriters or dockside logistical suppliers and service providers when negotiating insurance rates or operational port facility rates respectively. Competitors actual rates to customers are raised across the board to accommodate for rising industry rates for common services like insurance etc...
The margin breaks at some point and extra profit FRO has from this difference allows them to experience significantly higher margins than smaller competitors...
***05/09/2008 --> Unreliable Fact-Checking Update *** HAHa...the irony here is delightful - the above theory turned out to seemingly to be quite humorously twisted... - turns out FRO's smaller competitors like NAT may be achieving the lowest overall per vessel running rates in the SuezMax industry at least... and by outsourcing the above mentioned hypothesized services....guess who a major outsourcing service provider is to NAT --> Frontline Tanker Ltd.! HAhA......So interestingly, FRO cannot achieve the lowest per ship rates but can leverage it's operations to provide OSsvcs enabling others to lower their rates...hmm--> i have a lot of ideas about this right now but before i start conjecturing....I'm going to go to Friday night... :)
or..
there's always the downside... if the price of oil goes down ... demand will go up and tankers will be even busier ...
every campaign of business pleasure or otherwise probably requires a standby oil reserve to garauntee smooth operations against a diverse set of contingencies... bla bla bla .... this is starting to sound like it belongs on blarchive.com
almost forgot - I said two ways... - as the price of the cargo goes up the overall shipping cost becomes less of a percentage of the total cost to buyers - so incremental tanker day rate increases may not be as big of a nuisance as they once were
in other words - I have no idea...but FRO goes up and FRO goes down...churning out dividends all year round..
Tuesday, April 22, 2008
Walking on the Wild Side Again...
IPI - Intrepid Potash
This is some hot sh*#...
had to get some - although I still think this is risky - I may pick up more if under 50
good luck if you like the frightening unknown to surprise you either way...
for those of you who are screaming greening...
with the price of potash over-doubling as of late, and demand continuing to out pace available production capacities...cleaner practices involving re-uptake from run off will surely start to become more feasible in terms of profitability...
here's another spot for innovation - stretching the yield of traditional fertilizers by altering pre-delivery preparatory, delivery, and re-uptake methods to maximize energy conversion of the fertilizer...
I have a few ideas already...
This is some hot sh*#...
had to get some - although I still think this is risky - I may pick up more if under 50
good luck if you like the frightening unknown to surprise you either way...
for those of you who are screaming greening...
with the price of potash over-doubling as of late, and demand continuing to out pace available production capacities...cleaner practices involving re-uptake from run off will surely start to become more feasible in terms of profitability...
here's another spot for innovation - stretching the yield of traditional fertilizers by altering pre-delivery preparatory, delivery, and re-uptake methods to maximize energy conversion of the fertilizer...
I have a few ideas already...
Sunday, April 20, 2008
Tankers in the Sky with Diamonds
Do we have to have another stale news report - will I ever shut up about the tankers in the sky?
No, not this time and probably not....
more on this later...suffice it to say today jets are burning up all the fuel and companies like XTO will profit from rising fuel costs and all sorts of tendencies to substitute with natural gas for reasonable applications where other forms of fuel were once used in lieu de NatGas...
or they will just keep growing 20% per year in production while ending each year with more reserves than the previous...
either way this is a strong equity brand...
XTO - buy a little here a little there and more on the dips
No, not this time and probably not....
more on this later...suffice it to say today jets are burning up all the fuel and companies like XTO will profit from rising fuel costs and all sorts of tendencies to substitute with natural gas for reasonable applications where other forms of fuel were once used in lieu de NatGas...
or they will just keep growing 20% per year in production while ending each year with more reserves than the previous...
either way this is a strong equity brand...
XTO - buy a little here a little there and more on the dips
2K Eagle Millenium Resolution Strategy Revision
Light wave trials particle ularly dark roly poly wormy holy swirlions and universal matter splatter flatter theories ... Part 1: In The Shade of Tomorrow's Sun
...accidentally learn to blindly train Seeing Eye dogs and then walk through life eyes closed mind open – knowing that even if dogs become lost … another can be trained while searching...and keep walking confidently ... eyes closed ... mind open ...
alas...
answers can be discovered ...
...for those the truth reveals
some nurture sprouts of earths...
...others heal entropies quirks
whichever eyes mind's desire applies to open...
...might SeaWorlds spinning flows full of twirling swirls beneath the tossed 2nFRO's
forward strobing of future flashy glows are all we see with common insights toes...
...eyes to see what's missed the most important of all
can't be found with noon-shower spotlights 5 eyes and a scope...
...if simple intuition and knowledge are all eyes nose
...accidentally learn to blindly train Seeing Eye dogs and then walk through life eyes closed mind open – knowing that even if dogs become lost … another can be trained while searching...and keep walking confidently ... eyes closed ... mind open ...
alas...
answers can be discovered ...
...for those the truth reveals
some nurture sprouts of earths...
...others heal entropies quirks
whichever eyes mind's desire applies to open...
...might SeaWorlds spinning flows full of twirling swirls beneath the tossed 2nFRO's
forward strobing of future flashy glows are all we see with common insights toes...
...eyes to see what's missed the most important of all
can't be found with noon-shower spotlights 5 eyes and a scope...
...if simple intuition and knowledge are all eyes nose
Futuristic Channel Surfing...
gandering mathematicals and simplisms to make guestemations with magnanormously and significantly plausible degrees of impact intensity variance bounded within the higher-order positively skewed outcome ranges...
so - looking for possible future trading ranges using simplistic equations and some visual queues
XOM ~|104.96 ~ 125.29|
FRO ~|65.72 ~ 77.82|
AAPL ~|186.01 ~ 369.12|
PBR ~|186.69 ~ 179.1| ~ this stock is inside out and may split...
GOOG ~|982 ~ 1312|
POT ~|232.74 ~ 216.4| ~ this stock is inside out and may split...
COP ~|110.66 ~ 130.3|
RIO ~|51.7 ~ 60.54|
BOOM ~|101.57 ~ 113.99|* - this stock has a strong likely hood of rapidly hitting 53
*pattern and score seems whacked
so - looking for possible future trading ranges using simplistic equations and some visual queues
XOM ~|104.96 ~ 125.29|
FRO ~|65.72 ~ 77.82|
AAPL ~|186.01 ~ 369.12|
PBR ~|186.69 ~ 179.1| ~ this stock is inside out and may split...
GOOG ~|982 ~ 1312|
POT ~|232.74 ~ 216.4| ~ this stock is inside out and may split...
COP ~|110.66 ~ 130.3|
RIO ~|51.7 ~ 60.54|
BOOM ~|101.57 ~ 113.99|* - this stock has a strong likely hood of rapidly hitting 53
*pattern and score seems whacked
2008 Retrades Adds & Drops
Retrades of previously closed positions:
POT
AMSC
BOOM
ACH
SGR
DSTI
AUY
New Positions in 2008:
AGU
ABB
NTDOY
RIO
YHOO
TOGNUM
SHI
schnitzel trades abounding around core positions:
AAPL
GOOG
PBR ~187|
BOOM
AMSC
POT
FRO
FCEL
DROPPED:
FSLR (upper technical bound is way out~536| and PE is enormous)
POT
AMSC
BOOM
ACH
SGR
DSTI
AUY
New Positions in 2008:
AGU
ABB
NTDOY
RIO
YHOO
TOGNUM
SHI
schnitzel trades abounding around core positions:
AAPL
GOOG
PBR ~187|
BOOM
AMSC
POT
FRO
FCEL
DROPPED:
FSLR (upper technical bound is way out~536| and PE is enormous)
Psychotrade eSpeciale
PZE is testing 13 again ... following a downward sloping channel of normalizing response to an incorrect news report/correction spike - the effect is nearing an end and there should be another wave of slightly larger ripples for the most daring traders as this neurotransmitter FrenziFest finally settles on a baseline price ...
Well you might ask -- why is this a special case -- stocks go up too high and fall al the time - settle to a baseline and once the re-corrections are dissipated there's usuallya strong likelihood for severely delaying PopLackage cycle or 2 before retesting the over-correction wave pattern's lower shelf boundaries...
answer:
in this case the stock was up with some momentum already and then was artificially inflated HUGE in a relatively small time accelerating and amplifying existing momentum while bringing heavy share volumes from new investors thereby adding even more intrinsic momentum to the table...--however refineries in 3rd world countries became riskier just as the re-correction waves began starting them in a downward sloping channel -- this resulted in the normalization process seeking too low a price so once it was complete the stock popped again and retested 13 where it left off - this is now..
But Wait - there's more -
so now the stock has to find where it would be if it's trend had continued without disruption by this new event that sent it instantly sailing into the stratosphere..
my best guess is that it will at the very least begin to unfurl an expanding wave pattern sloping upwardly toward 16 - with various extreme falling knife points along the way making HUGE trading opportunities for those who beg for pain where mercy has never been found...Timing these - if they occur - will be a tedious nightmare that I will have to miss out on .. :)
Well you might ask -- why is this a special case -- stocks go up too high and fall al the time - settle to a baseline and once the re-corrections are dissipated there's usuallya strong likelihood for severely delaying PopLackage cycle or 2 before retesting the over-correction wave pattern's lower shelf boundaries...
answer:
in this case the stock was up with some momentum already and then was artificially inflated HUGE in a relatively small time accelerating and amplifying existing momentum while bringing heavy share volumes from new investors thereby adding even more intrinsic momentum to the table...--however refineries in 3rd world countries became riskier just as the re-correction waves began starting them in a downward sloping channel -- this resulted in the normalization process seeking too low a price so once it was complete the stock popped again and retested 13 where it left off - this is now..
But Wait - there's more -
so now the stock has to find where it would be if it's trend had continued without disruption by this new event that sent it instantly sailing into the stratosphere..
my best guess is that it will at the very least begin to unfurl an expanding wave pattern sloping upwardly toward 16 - with various extreme falling knife points along the way making HUGE trading opportunities for those who beg for pain where mercy has never been found...Timing these - if they occur - will be a tedious nightmare that I will have to miss out on .. :)
Friday, March 14, 2008
Thursday, February 28, 2008
Saturday, February 09, 2008
FedWheelin...
Just like any proper four wheeling adventure: While the Fed navigates along the bumpy market bottoms, most of the deepest holes to oblivion will only be visible as we're steered around them. It can seem quite scary staring down at dark puddles that could flip your entire vehicle right-upside down, and to make it worse - the Fed's and Market people are only human too - they have to play around a little for LearninSake - this means a few minor holes are steered into with vigor as we bounce around the catastrophic ones - even an occasional hole in the road where no major one is being averted at all - a seemingly simple YeeHa maneuver resulting to bounce some people out the back of the truck - a residual resilient exhilarant effect leftover from experiencing scared people jumping off on previous deliberate recovery bounces, but when those thought the vehicle was going to flip and sometimes with a same driver didn't in fact not letting down...and no flip occurred at all...
Don't be a jumper - never go off the Truck...!!!
Fueling up the Truck is a continuous Effort...
The following are rated suitable-so-far and can be loaded at will...but as with any heavy material - loading in small pieces wherever possible is recommended
AAPL
GOOG
PBR
FRO
TNP
COP
RDS.A
UTX
AVAV
BOOM
AMSC
FCEL
POT
FSLR
DSTI
PFCE
Don't be a jumper - never go off the Truck...!!!
Fueling up the Truck is a continuous Effort...
The following are rated suitable-so-far and can be loaded at will...but as with any heavy material - loading in small pieces wherever possible is recommended
AAPL
GOOG
PBR
FRO
TNP
COP
RDS.A
UTX
AVAV
BOOM
AMSC
FCEL
POT
FSLR
DSTI
PFCE
Wednesday, February 06, 2008
All that Glitters...
watch for new lows on AUY for re-entry opportunities...
Looking @ Levels:
9.4 ~ 10.3 ~ 11.2 ~ 12.1 ~ 13 ~ 13.9 ~ 14.8|
I like AUY @ 12.1...
...am comfortable up to 14.8
but am sold at levels of late...
Looking @ Levels:
9.4 ~ 10.3 ~ 11.2 ~ 12.1 ~ 13 ~ 13.9 ~ 14.8|
I like AUY @ 12.1...
...am comfortable up to 14.8
but am sold at levels of late...
Tuesday, February 05, 2008
Seeking the Long Haul...
on short notice...my favorite place to be lost in the midst of tribulations aligned with better realities all around...let's face it...we're now in the most volatile stock market that has ever existed, yet so many entities are reaching all time record levels of stability across their stranded quantum footprints...
the best thing to do here is to focus on the best of the best - buy the dips and squirrel away your expectations - find your way to an employer who is headed for better excellence --> buckle up and launch yourself into the existential spread across quanta-space.time framework laid before you...
Now is the time to ready for a long running expansion of contracted entities which compress the collective Jing of their entire industries through fulfillment of internally developing maturation concurrently with intrinsically enhanced consolidate growth...
If you put your life there you'd need a reason better to invest...? - so if you aren't supporting your own interests - now is the time to start...think about increasing your proportion of new investment to your own companies stock...or what are you doing with your life...I certainly wish that was an easy question to answer...but it's not, so close one eye at a time so you can't gain a fully visual impact of this mostly painful market that will inevitably become a transparently invisible blip in the history of our charts...
Slowly targeting bottom impact events on the following stocks which are showing their Bounce along the bottom...==>try to buy these near-to below their recent lows...::
the ones to get which inflect major waves of future market flurries and storms powering amongst "societelectrostruchanical" necessity...
ATP_U - Canadian or (ATPWF - US)
BPT_U - Canadian
AMSC
FCEL
ABB
BOOM
FSLR
DSTI
or societransactrenderlying inevitability...
AAPL
GOOG
AVAV
COP
PBR
UTX
FRO
TNP
POT
some other trendy guys & gals...still window shopping down here up there and beyond...
narrow baskets here should not lose or lack excessive gain over the next 18 months...
SFL
SHI
RIO
ACH
HON SI GE
the best thing to do here is to focus on the best of the best - buy the dips and squirrel away your expectations - find your way to an employer who is headed for better excellence --> buckle up and launch yourself into the existential spread across quanta-space.time framework laid before you...
Now is the time to ready for a long running expansion of contracted entities which compress the collective Jing of their entire industries through fulfillment of internally developing maturation concurrently with intrinsically enhanced consolidate growth...
If you put your life there you'd need a reason better to invest...? - so if you aren't supporting your own interests - now is the time to start...think about increasing your proportion of new investment to your own companies stock...or what are you doing with your life...I certainly wish that was an easy question to answer...but it's not, so close one eye at a time so you can't gain a fully visual impact of this mostly painful market that will inevitably become a transparently invisible blip in the history of our charts...
Slowly targeting bottom impact events on the following stocks which are showing their Bounce along the bottom...==>try to buy these near-to below their recent lows...::
the ones to get which inflect major waves of future market flurries and storms powering amongst "societelectrostruchanical" necessity...
ATP_U - Canadian or (ATPWF - US)
BPT_U - Canadian
AMSC
FCEL
ABB
BOOM
FSLR
DSTI
or societransactrenderlying inevitability...
AAPL
GOOG
AVAV
COP
PBR
UTX
FRO
TNP
POT
some other trendy guys & gals...still window shopping down here up there and beyond...
narrow baskets here should not lose or lack excessive gain over the next 18 months...
SFL
SHI
RIO
ACH
HON SI GE
Oh Misery...Oh Misery...
What Bear Markets Are To Me...
I used to have some money green...
now I flee the banking scene...
I used to smile and profit free...
now I frown the loss of glee...
Oh Misery Oh Misery...
what the selling does to me...
I used to have some money green...
now I flee the banking scene...
I used to smile and profit free...
now I frown the loss of glee...
Oh Misery Oh Misery...
what the selling does to me...
Wednesday, January 23, 2008
Bottoms Up...!!!
BOOM +6 points ... Darn - this one is on the shopping list...the problem with shopping lists is that without money to shop they're nothing more than lists...
If you missed your date with a bottom-dwelling darling, don't worry - there will be plenty of traders playing this bottom...
everyone knows that bottoms are rough and a lot of bouncing is likely - so, when 5 to 10 point moves hurl these Ghetto-Fabulous stocks off the bottom, traders will be chopping out profits and creating more buying opportunities...There should be plenty of trading channels developing along the way back up toward the Pacific Heights where stocks will eventually be once they've finally made their way back home following the recession fest...So, for major stocks which have great economic stories - buying on the major dips should offer high likelihoods for rapid profitable trading opportunities... excellent insulation against downside risk is inherently intrinsic to bottom bouncing trades...think about it..if you were being dragged along the bottom and pushed around, you'd bounce up every now and then when the pushing pulls and the bottom contours aligned, combined, and applied their forces to propel you upwardly...since you had been sinking and are still oriented for travel in that direction it takes a few bounces to even get you re-oriented to optimize upward traveling following a push-pull-collide-bounce event...The Key Here IS that when you come back down to ready for another jettison experience - You Hit A Bottom and Stop Falling...so traders love this...they will be buying and popping and selling over and over again...once the push-pull forces start to get stronger and the stocks are comfortably aligned for upward travel they will no longer fall all the way to the bottom anymore, but rather come to rest before reaching the bottom and remain buoyant there until the next move up - falling less and less after each burst as they move farther and farther from bottom - this is not to imply you shouldn't expect the bottom not to drop successively...if the bottom is a slope going down and you are bouncing along in the downward sloping direction - guess what - you can still know you won't fall forever while realizing you are falling lower each time just to get to the SAME BOTTOM.....example - i will not be surprised if Apple sees 118.35 or even as low as 101.42 if things DRAG Along Long Enough before propellants are powerful enough to launch it from the Bottomousphere out into the Profosphere...
Short Term Trading Opportunities Abound:
While the market was BOTTOMING UP - took positions in:
AAPL 128
PBR 90
AUY 14.75
These look great right now, but the lows could be tested again and instant profits can fall off faster than they fell in...expect this to repeat in the short term - up and down - over and over - off and in --
seeking possible Super-Poppers:
BOOM
AMSC
FCEL
AVAV
DSTI
WFR
ESLR
FRO
Embellishing around the core position with Poppers-Extraordinaire:
AAPL
PBR
GOOG
If you missed your date with a bottom-dwelling darling, don't worry - there will be plenty of traders playing this bottom...
everyone knows that bottoms are rough and a lot of bouncing is likely - so, when 5 to 10 point moves hurl these Ghetto-Fabulous stocks off the bottom, traders will be chopping out profits and creating more buying opportunities...There should be plenty of trading channels developing along the way back up toward the Pacific Heights where stocks will eventually be once they've finally made their way back home following the recession fest...So, for major stocks which have great economic stories - buying on the major dips should offer high likelihoods for rapid profitable trading opportunities... excellent insulation against downside risk is inherently intrinsic to bottom bouncing trades...think about it..if you were being dragged along the bottom and pushed around, you'd bounce up every now and then when the pushing pulls and the bottom contours aligned, combined, and applied their forces to propel you upwardly...since you had been sinking and are still oriented for travel in that direction it takes a few bounces to even get you re-oriented to optimize upward traveling following a push-pull-collide-bounce event...The Key Here IS that when you come back down to ready for another jettison experience - You Hit A Bottom and Stop Falling...so traders love this...they will be buying and popping and selling over and over again...once the push-pull forces start to get stronger and the stocks are comfortably aligned for upward travel they will no longer fall all the way to the bottom anymore, but rather come to rest before reaching the bottom and remain buoyant there until the next move up - falling less and less after each burst as they move farther and farther from bottom - this is not to imply you shouldn't expect the bottom not to drop successively...if the bottom is a slope going down and you are bouncing along in the downward sloping direction - guess what - you can still know you won't fall forever while realizing you are falling lower each time just to get to the SAME BOTTOM.....example - i will not be surprised if Apple sees 118.35 or even as low as 101.42 if things DRAG Along Long Enough before propellants are powerful enough to launch it from the Bottomousphere out into the Profosphere...
Short Term Trading Opportunities Abound:
While the market was BOTTOMING UP - took positions in:
AAPL 128
PBR 90
AUY 14.75
These look great right now, but the lows could be tested again and instant profits can fall off faster than they fell in...expect this to repeat in the short term - up and down - over and over - off and in --
seeking possible Super-Poppers:
BOOM
AMSC
FCEL
AVAV
DSTI
WFR
ESLR
FRO
Embellishing around the core position with Poppers-Extraordinaire:
AAPL
PBR
GOOG
Monday, January 21, 2008
Snorkeling Fringelessly Around the Seas of Prosperities
notice that the Fed's couldn't just leave rates alone in the first place...so that the people who signed loans could continue to operate their micro-economies utilizing the loan products provided to them to work in the interest rate environment for which they were designed...this is all just a way to generate more churn as currency goes in and out of economic flows...instead of just having money jumping in and out of the stock market like a porpoise in the sea, the intentions here seem to be to make dramatic transitions from porpoise to bird - bird to porpoise - stocks to real estate - real estate to stocks - and other investments types - this kind of major rate manipulation stabbing and slicing at American businesses and investors is what continues to keep the flows of all financial markets headed for the most part in the same direction...We obviously are experiencing major turbulences in the flows at the moment therefore many currents are driving values all over the place - some where they would normally never go and when flows begin to return to normal, these values will tend to be carried back toward their original path...identifying these and where to get in as they circle around the Eddies & Tides of this reverse osmosis market the Fed's have delivered to us in testing all their fancy Global Monetary Transporter Influologies on World Economic Flows...
It seems that now the global flow is also being stirred and reverted --> wealth is transitioning all over the world right now --> mostly fundage seems to have been flowing away from the US and now it's coming back...to buy the remaining assets which are tied more directly to the physical properties and attributes of American entities.
It seems that now the global flow is also being stirred and reverted --> wealth is transitioning all over the world right now --> mostly fundage seems to have been flowing away from the US and now it's coming back...to buy the remaining assets which are tied more directly to the physical properties and attributes of American entities.
The Market is Like a Griddle Full of Pancakes...
They have to be flipped eventually and when they are ... there is always a momentary lapse in predictability while they hover in the air halfway upside down...at this moment some of the batter which is not completely cooked from the last heat-trend exposure goes flying off the sides - some batter droplets luckily land precariously on the sides of the skillet other's land right in the flames...until the pancake lands successfully on the uncooked side, revealing an unburned bottom and beginning to cook on the new side, no one is willing to commit to any condimentary or pancake futures...I mean really - would you buy into plates and syrup if you didn't even know if the pancake was going to crash and burn on the flip...
So what kind of pancakes is the US cooking at the moment...Blueberry, Strawberry, Blackberry...mmmm.....no
We've been serving up WarBerry pancakes, election beignets, and iPhone waffles...etc etc, now we're flipping some war pancakes and everyone wants to know where the burned spots are and if the other side is ready to cook - is the heat too high, which contracts are getting lost in the flip etc
Sprint pancake got flipped right into the fire...apple's iPhone was expected to displace 350,000 sprint customers but the flip revealed a big BURN - 638,000 lost customers and they are trying to blame it on the recession --> sorry Nextel --> Millennium Fashion demands Walkie talkies with color screens...!
Maybe when the AT&T pancake lands this week --> their underbelly earnings will be buttery, glistening, and golden brown --> their cakes extra plump with spill-over dough from the reckless Sprint-Nextel flip-out...!
So what kind of pancakes is the US cooking at the moment...Blueberry, Strawberry, Blackberry...mmmm.....no
We've been serving up WarBerry pancakes, election beignets, and iPhone waffles...etc etc, now we're flipping some war pancakes and everyone wants to know where the burned spots are and if the other side is ready to cook - is the heat too high, which contracts are getting lost in the flip etc
Sprint pancake got flipped right into the fire...apple's iPhone was expected to displace 350,000 sprint customers but the flip revealed a big BURN - 638,000 lost customers and they are trying to blame it on the recession --> sorry Nextel --> Millennium Fashion demands Walkie talkies with color screens...!
Maybe when the AT&T pancake lands this week --> their underbelly earnings will be buttery, glistening, and golden brown --> their cakes extra plump with spill-over dough from the reckless Sprint-Nextel flip-out...!
Saturday, January 19, 2008
Bounces Abounding...
If normal laws of physics apply when the ground is reached a falling ball will bounce...
If a full bounce happens now:
FRO ~ 40.289 ~ 44.678 ~| 37.24 is a strong position in FRO --> owning FRO below 37.24 is a boon for long term investors...the latest run will be completed diminished if FRO drops below 29.26...
If a full bounce happens now:
FRO ~ 40.289 ~ 44.678 ~| 37.24 is a strong position in FRO --> owning FRO below 37.24 is a boon for long term investors...the latest run will be completed diminished if FRO drops below 29.26...
Wednesday, January 16, 2008
Bigger Implications...
The Mac Book Air - what a beautiful work of art --> until the flip-out connectors flip out...
anyway - once again - it's not about the product but rather its interconnections among other products together with the experience while doing so...
this AirBook Mac probably creates an equivalent difference of presence in your hands as that of a beautifully hard-bound book printed with 100% acid free materials does from an airport floor-novel paperback.....
The iTunes connected to the MacAir - the Mac Air connected to the Air Extreme - the Air Extreme connected to the Time Capsule - the Time Capsule Connected to all the local Macs & back to the Air Extremes -Do See DO and round we go - spin yur Apple round the barn - etc etc very circular here....
anyway - once again - it's not about the product but rather its interconnections among other products together with the experience while doing so...
this AirBook Mac probably creates an equivalent difference of presence in your hands as that of a beautifully hard-bound book printed with 100% acid free materials does from an airport floor-novel paperback.....
The iTunes connected to the MacAir - the Mac Air connected to the Air Extreme - the Air Extreme connected to the Time Capsule - the Time Capsule Connected to all the local Macs & back to the Air Extremes -Do See DO and round we go - spin yur Apple round the barn - etc etc very circular here....
Tuesday, January 15, 2008
Apple on the Cheap from Here to Profit...
Apple below 169 is as close to a sure good deal as you one could hope to get; that is if one is sure that the position is sustainable against forced selling pressure trying to unwind market longs...
apple could easily drop to 153ish average bottom level..layering in positions starting at below 169 is a strategy not depending on guessinghte correct bottom here...
144 should be the ultimate tail winded end of the bottoms underbelly if awful selling misery persists in sickening the markets...
apple could easily drop to 153ish average bottom level..layering in positions starting at below 169 is a strategy not depending on guessinghte correct bottom here...
144 should be the ultimate tail winded end of the bottoms underbelly if awful selling misery persists in sickening the markets...
Monday, January 14, 2008
zAp pole Fur Ya...
the lackluster trading activity so far this year has been lackening luster at an excelararming rate --> fiendishly frothing in gold but pairing away slowly at the stars of the show - like Apple...
Apple has been weak leading up to MacWorld - where the last 2 years there was strength at these stages preceding MacWorld, followed by Sell Offs....!
maybe this year the opposite will unfold...a reverse flow...duldrums up to the MacWorld ...et voila...Steve Jobs unveils the tip of yet another digit on the hands of macoliferation, an enormous thumb sprout...I have said this before and I will add it to this blog...Apple TV will be HUGER than anyone expected...it was merely intended to approach infancy...eventually aTV will easily tie in to the interconnecting web of apple devices, operating environments, applications, and content...users are directly buying commodity items such as hardware, software, content..etc, but experience achieved while using Apple's various product entities can never be made into a commodity due to the complexity of intrinsically interdependent interconnections which are inherently imposing influences indiscriminately on the user before during and after use of any Apple device... - which you are paying for one way or another ... because at this point yu cannot buy anything without some of yur money supporting someone's goal to save for either an Apple product or some Apple stock...
that will be the next fun app on the iphone - after you make a purchase you get to see all the different places your money diverges to through your merchants accounts...
a sudden pop tomorrow following Steve Job's KeyNote and hopefully on and up and away like a b e a u t FULL Balloon -->
Apple has been weak leading up to MacWorld - where the last 2 years there was strength at these stages preceding MacWorld, followed by Sell Offs....!
maybe this year the opposite will unfold...a reverse flow...duldrums up to the MacWorld ...et voila...Steve Jobs unveils the tip of yet another digit on the hands of macoliferation, an enormous thumb sprout...I have said this before and I will add it to this blog...Apple TV will be HUGER than anyone expected...it was merely intended to approach infancy...eventually aTV will easily tie in to the interconnecting web of apple devices, operating environments, applications, and content...users are directly buying commodity items such as hardware, software, content..etc, but experience achieved while using Apple's various product entities can never be made into a commodity due to the complexity of intrinsically interdependent interconnections which are inherently imposing influences indiscriminately on the user before during and after use of any Apple device... - which you are paying for one way or another ... because at this point yu cannot buy anything without some of yur money supporting someone's goal to save for either an Apple product or some Apple stock...
that will be the next fun app on the iphone - after you make a purchase you get to see all the different places your money diverges to through your merchants accounts...
a sudden pop tomorrow following Steve Job's KeyNote and hopefully on and up and away like a b e a u t FULL Balloon -->
Sunday, January 13, 2008
“But the Fed is responsible not only for the national economy. It is responsible for defending the dollar, which represents the real savings and wealth of the nation. And that dollar has lost more value in seven years than in any similar period in modern history. A euro, worth 83 cents the year Bush was elected, has risen in value to $1.47. “
Here in lies the dilemma – the dollar value is tied to interest rates if we lower rates too low to save the credit universe we risk overdoing it and destroying the currency universe – if interest rates get too low – there will be no foreign investing in our paper products and a run on our goods – driving us back toward a manufacturing society and away from being a services and high-finance capital-centric society
"{
The Crash of 2008?
by Patrick J. Buchanan
In March 1929, the Harding-Coolidge era came to an end. The eight years had witnessed the greatest peacetime prosperity of any nation in history: America in the Roaring Twenties. Early that March, Calvin Coolidge handed the presidency over to Herbert Hoover, who had just pulled off a third straight Republican landslide.
"I do not choose to run," said Coolidge, who could easily have won a second full term. Silent Cal went home. Hoover, whom he privately derided as "Wonder Boy," presided over the Crash of '29 and the first three years of the Great Depression.
History holds Harding, Coolidge and Hoover responsible for the Depression, with Treasury Secretary Andrew Mellon, and Reed Smoot and Willis Hawley of Smoot-Hawley fame, as accessories. As Voltaire observed, history is a pack of lies agreed upon.
Two men debunked the myth that the low-tax, high-tariff policy of the 1920s brought on the Depression. The more famous is Milton Friedman, who proved to the satisfaction of a Nobel Prize committee that the Depression was a monetary phenomenon. The Fed had opened the sluices, and the money had swamped the stock market.
When Wall Street crashed, there came a run on the banks by men who had bought on margin, a depositors' stampede, a bank collapse, a wipeout of uninsured savings and the loss of a third of the money supply, lifeblood of the economy. The Fed never gave the nation the needed transfusions. Hoover and FDR, misdiagnosing the crisis, raised taxes and wrote up new regulations, which was like putting a body cast on a patient in shock from the loss of a third of his blood.
The Smoot-Hawley myth, repeated by John McCain in the Detroit debate, was demolished by Alfred Eckes of Ohio University, Reagan's man at the FTC and America's foremost authority on the history of trade and tariffs, in his 1995 "Opening America's Markets."
The point of this brief history: The recent hand-off from Alan Greenspan, the maestro of the Global Economy, to Fed Chairman Ben Bernanke may turn out to have been a lateral far behind the line of scrimmage, leaving Bernanke holding the bag for a recession for which he is no more responsible than was the hapless Hoover.
Last week, the stock market saw 4 percent of its value wiped out. Oil reached nearly $100 a barrel. The dollar fell to record lows against the Canadian dollar and the euro. The price of gold was $850 an ounce, signaling inflation and a worldwide lack of confidence in the Fed's ability or determination to defend the world's reserve currency.
The Chinese, with $1.4 trillion in reserves, perhaps 80 percent in dollar assets, indicated they may dump dollars and move into euros. Merrill-Lynch took an $8 billion hit. Citibank is signaling massive losses from its subprime mortgage debt. General Motors reported an operating loss of $1.6 billion for the quarter and a whopping $39 billion charge that is among the biggest profit hits ever reported
Where does this leave Bernanke? On the horns of a dilemma.
Exposure of all that subprime debt going rotten on the books of our biggest banks, the staggering losses being reported, the inability of homeowners to refinance or borrow any further against their equity, the credit crunch -- all argue for an easy money policy to get capital back into the economic bloodstream.
Thus the Fed has cut interest rates from 5.25 percent to 4.5 percent, thus the howls for deeper cuts, thus the market anticipation of another cut, though the Fed has said no more.
But the Fed is responsible not only for the national economy. It is responsible for defending the dollar, which represents the real savings and wealth of the nation. And that dollar has lost more value in seven years than in any similar period in modern history. A euro, worth 83 cents the year Bush was elected, has risen in value to $1.47.
As the dollar sinks, exporters may cheer rising sales, but at home we will soon find that the prices of all those imported goods from Europe and Asia down at the mall are starting to rise. U.S. soldiers, diplomats, tourists and businessmen overseas are already feeling the pain of a falling dollar.
If a recession is generally a sign the Fed should loosen up, a run on the dollar is a sign the Fed should tighten by raising interest rates to make dollars and dollar-denominated assets more attractive.
But the Fed's raising of interest rates would push up the rates on mortgages, credit cards and auto loans, and push millions of marginal folks into bankruptcy and the country into recession, a disaster for the Republicans.
But, given their free-trade fanaticism and free-spending ways, that fate would not be undeserved. Say a prayer for Ben Bernanke. He may have to eat the football that scrambling quarterback Greenspan tossed to him far behind the line of scrimmage.
}"
Here in lies the dilemma – the dollar value is tied to interest rates if we lower rates too low to save the credit universe we risk overdoing it and destroying the currency universe – if interest rates get too low – there will be no foreign investing in our paper products and a run on our goods – driving us back toward a manufacturing society and away from being a services and high-finance capital-centric society
"{
The Crash of 2008?
by Patrick J. Buchanan
In March 1929, the Harding-Coolidge era came to an end. The eight years had witnessed the greatest peacetime prosperity of any nation in history: America in the Roaring Twenties. Early that March, Calvin Coolidge handed the presidency over to Herbert Hoover, who had just pulled off a third straight Republican landslide.
"I do not choose to run," said Coolidge, who could easily have won a second full term. Silent Cal went home. Hoover, whom he privately derided as "Wonder Boy," presided over the Crash of '29 and the first three years of the Great Depression.
History holds Harding, Coolidge and Hoover responsible for the Depression, with Treasury Secretary Andrew Mellon, and Reed Smoot and Willis Hawley of Smoot-Hawley fame, as accessories. As Voltaire observed, history is a pack of lies agreed upon.
Two men debunked the myth that the low-tax, high-tariff policy of the 1920s brought on the Depression. The more famous is Milton Friedman, who proved to the satisfaction of a Nobel Prize committee that the Depression was a monetary phenomenon. The Fed had opened the sluices, and the money had swamped the stock market.
When Wall Street crashed, there came a run on the banks by men who had bought on margin, a depositors' stampede, a bank collapse, a wipeout of uninsured savings and the loss of a third of the money supply, lifeblood of the economy. The Fed never gave the nation the needed transfusions. Hoover and FDR, misdiagnosing the crisis, raised taxes and wrote up new regulations, which was like putting a body cast on a patient in shock from the loss of a third of his blood.
The Smoot-Hawley myth, repeated by John McCain in the Detroit debate, was demolished by Alfred Eckes of Ohio University, Reagan's man at the FTC and America's foremost authority on the history of trade and tariffs, in his 1995 "Opening America's Markets."
The point of this brief history: The recent hand-off from Alan Greenspan, the maestro of the Global Economy, to Fed Chairman Ben Bernanke may turn out to have been a lateral far behind the line of scrimmage, leaving Bernanke holding the bag for a recession for which he is no more responsible than was the hapless Hoover.
Last week, the stock market saw 4 percent of its value wiped out. Oil reached nearly $100 a barrel. The dollar fell to record lows against the Canadian dollar and the euro. The price of gold was $850 an ounce, signaling inflation and a worldwide lack of confidence in the Fed's ability or determination to defend the world's reserve currency.
The Chinese, with $1.4 trillion in reserves, perhaps 80 percent in dollar assets, indicated they may dump dollars and move into euros. Merrill-Lynch took an $8 billion hit. Citibank is signaling massive losses from its subprime mortgage debt. General Motors reported an operating loss of $1.6 billion for the quarter and a whopping $39 billion charge that is among the biggest profit hits ever reported
Where does this leave Bernanke? On the horns of a dilemma.
Exposure of all that subprime debt going rotten on the books of our biggest banks, the staggering losses being reported, the inability of homeowners to refinance or borrow any further against their equity, the credit crunch -- all argue for an easy money policy to get capital back into the economic bloodstream.
Thus the Fed has cut interest rates from 5.25 percent to 4.5 percent, thus the howls for deeper cuts, thus the market anticipation of another cut, though the Fed has said no more.
But the Fed is responsible not only for the national economy. It is responsible for defending the dollar, which represents the real savings and wealth of the nation. And that dollar has lost more value in seven years than in any similar period in modern history. A euro, worth 83 cents the year Bush was elected, has risen in value to $1.47.
As the dollar sinks, exporters may cheer rising sales, but at home we will soon find that the prices of all those imported goods from Europe and Asia down at the mall are starting to rise. U.S. soldiers, diplomats, tourists and businessmen overseas are already feeling the pain of a falling dollar.
If a recession is generally a sign the Fed should loosen up, a run on the dollar is a sign the Fed should tighten by raising interest rates to make dollars and dollar-denominated assets more attractive.
But the Fed's raising of interest rates would push up the rates on mortgages, credit cards and auto loans, and push millions of marginal folks into bankruptcy and the country into recession, a disaster for the Republicans.
But, given their free-trade fanaticism and free-spending ways, that fate would not be undeserved. Say a prayer for Ben Bernanke. He may have to eat the football that scrambling quarterback Greenspan tossed to him far behind the line of scrimmage.
}"
Friday, January 11, 2008
Y'all, ...that Glitters
reconsidering Stocks Wants Likes to get...
chunk up hard on the lows:
AUY - a must have (this is now part of the core - PBR AAPL FRO AUY - for 2008)
consider nibblers here
ABX
GOLD
LIHR
Note: If you have to have a financial play - consider GS - if I was in anything else financial and wanted to stay in anything financial, I would sell it and buy GS.
chunk up hard on the lows:
AUY - a must have (this is now part of the core - PBR AAPL FRO AUY - for 2008)
consider nibblers here
ABX
GOLD
LIHR
Note: If you have to have a financial play - consider GS - if I was in anything else financial and wanted to stay in anything financial, I would sell it and buy GS.
Thursday, January 10, 2008
Eagle Update
various new precision oriented interaction boundaries are forming an age characterized with applications fueled by data...data is becoming the oil resource of the future already, and applications, ships and jet's providing varieties of well defined and accurately executed, valid and reliable roles...securing assets...facilitating our economic expansions, contractions, and interactive complexities...or...applications propagating intrinsic innovation exponentially along neural-processing architectures structured to channel data into and out of databases while altering its attributes, properties, and characteristics - much like a refinery...
this is truly becoming the age of application centric flows among socio-economic entities "intermersed" globally throughout most technologically capable ecosystems...
this is truly becoming the age of application centric flows among socio-economic entities "intermersed" globally throughout most technologically capable ecosystems...
Warning -- Alert -- Beware -- Watch Out --~!
Bag Url or have a frown...
Big Oil --> will continue to help those who stockpile oil to do so and with fervor.
these Oil's are real sports...they bend over backwards for customers who steer ships and fly jets all over the world on their behalf protecting their assets while pumping money into their bank accounts & siphoning money out of macro economies like a defense tax built into transportation and manufacturing CAS's...those same jet-setters also stockpile oil for fuel - just in case there is an emergency they will still be able fly around protecting acquisitions of more stockpiles for the next emergencies...you see - once added to the competitive nature of countries attempting to sequester ever larger & larger stockpiles au'lunedeautre ... hee hee hee -- it's brilliant..this way when we find out that OIL is way way way to valuable to burn...?...there will at least still be some left in our stockpiles...
in not so many words as above...which aren't really anything more than accurate conveyances void of any reliability or validity...
BUYing small chunks here and there could be a good idea in the following nursemaids to the world...
PBR
COP
RDS.A
XOM
CVX
TOT
BP
LUKOY
SHI
www.on a lighter note - these companies will lead us to sustainability and all the green stuff everyone dreams of --> so save your hate...@...LoveEnergy dot What it Does for Life dot today and in the future dot keep an open mind dot invest with confidence dot realize your dreams dot internet confusion dot org dot gov dot com
Big Oil --> will continue to help those who stockpile oil to do so and with fervor.
these Oil's are real sports...they bend over backwards for customers who steer ships and fly jets all over the world on their behalf protecting their assets while pumping money into their bank accounts & siphoning money out of macro economies like a defense tax built into transportation and manufacturing CAS's...those same jet-setters also stockpile oil for fuel - just in case there is an emergency they will still be able fly around protecting acquisitions of more stockpiles for the next emergencies...you see - once added to the competitive nature of countries attempting to sequester ever larger & larger stockpiles au'lunedeautre ... hee hee hee -- it's brilliant..this way when we find out that OIL is way way way to valuable to burn...?...there will at least still be some left in our stockpiles...
in not so many words as above...which aren't really anything more than accurate conveyances void of any reliability or validity...
BUYing small chunks here and there could be a good idea in the following nursemaids to the world...
PBR
COP
RDS.A
XOM
CVX
TOT
BP
LUKOY
SHI
www.on a lighter note - these companies will lead us to sustainability and all the green stuff everyone dreams of --> so save your hate...@...LoveEnergy dot What it Does for Life dot today and in the future dot keep an open mind dot invest with confidence dot realize your dreams dot internet confusion dot org dot gov dot com
Wednesday, January 09, 2008
2008 1-8 ... a glimpse of the pain that day...
Instructions for viewing chart:
look, imagine pain, excerpt soul whale - repeat...
FROish + PBRish + AAPLish + FCELish with leverage...
thanks to the process of reversification - there's still opportunity to see higher lows followed by higher highs once again...
FROish + PBRish + AAPLish + FCELish with fewer stocks & no leverage...
look, imagine pain, excerpt soul whale - repeat...
FROish + PBRish + AAPLish + FCELish with leverage...
thanks to the process of reversification - there's still opportunity to see higher lows followed by higher highs once again...
FROish + PBRish + AAPLish + FCELish with fewer stocks & no leverage...
Apple in the house...
look for strong shelf levels on apple
buying apple at levels listed below is likely to lead to profits considering indicators in the immediate earth environment - no reason to mention outer space or anything, which is where this stock seems destined to go:
AAPL - 186.33 ~ 169.7 ~ 153.07
More Price Activity Experimental Guess Calculation Results:
180.77 ~ 182 ~ 183.23 ~ 184.46 ~ 185.69 ~ 186.33 ~ 186.92 ~ 184.28 ~ 182.23 ~ 180.78...etc... ~ 175.24 ~ 178.93 ~ 182.63
AAPL probable MAJOR upper technical Near-Term-Bounds (up to 18 months)... ~ 203.3 ~ 269 ~|
depending on fanatacisms the above pattern could be phase shifted up or down - experimental calculations have not been applied to determine possible phase boundaries...or, it could be upside down --> I repeat myself when under stress...which is what I'll be if this patter presents upside down --> which is apparently about 40% likely...
many smaller bounds are abounding in and among the bounds bounded above...
it would appear that psycho-social, economic, and trend elements will be in place and achieve direct,proximal, &or collateral market climax momentum runs sometimes up to and into the next 1.5 to 3 years which make this investment at these levels attractive in terms of propensities toward maximizing desired outcomes...I will spare you the details...
be sure to leave yourself room for trading volatility &or options around your CORE position-->Which is NEVER to be SOLD...!!!
buying apple at levels listed below is likely to lead to profits considering indicators in the immediate earth environment - no reason to mention outer space or anything, which is where this stock seems destined to go:
AAPL - 186.33 ~ 169.7 ~ 153.07
More Price Activity Experimental Guess Calculation Results:
180.77 ~ 182 ~ 183.23 ~ 184.46 ~ 185.69 ~ 186.33 ~ 186.92 ~ 184.28 ~ 182.23 ~ 180.78...etc... ~ 175.24 ~ 178.93 ~ 182.63
AAPL probable MAJOR upper technical Near-Term-Bounds (up to 18 months)... ~ 203.3 ~ 269 ~|
depending on fanatacisms the above pattern could be phase shifted up or down - experimental calculations have not been applied to determine possible phase boundaries...or, it could be upside down --> I repeat myself when under stress...which is what I'll be if this patter presents upside down --> which is apparently about 40% likely...
many smaller bounds are abounding in and among the bounds bounded above...
it would appear that psycho-social, economic, and trend elements will be in place and achieve direct,proximal, &or collateral market climax momentum runs sometimes up to and into the next 1.5 to 3 years which make this investment at these levels attractive in terms of propensities toward maximizing desired outcomes...I will spare you the details...
be sure to leave yourself room for trading volatility &or options around your CORE position-->Which is NEVER to be SOLD...!!!
Petrobras Energia and the Great Snaffu...
Hee Hee - the press incorrectly credited this little high-spec offshoot of Petroleo Brasileiro with PBR's patent to some billions of barrels of sweet light crude just off the Brazilian coast...
now that PZE is unfolding to the tune of the truth --> all they really have is a bunch of gas stations in non-capitalist countries which are fed buy PZE owned and operated refineries...
What's the mention - well --> the market needs to normalize and all re-regulation cycles involving human emotion driven factors, whether charted individually or collectively as is done for trading activities, will show repeating patterns of over corrections and re-corrections that seem to diminish harmonically....
so - PZE went way up on lies - all lies --!!!
Media tells it how it is...& PZE goes from "all swelt-up to roly poly" in a matter of minuets.
there should be a deep dive here that undoes reality and must be re-corrected -->
PZE could trade as low as 5.97 but will work it's way back to test 13 eventually...
I will watch for these levels and see if they appear...
PZE
if major resistance here possible bounce to .. then followed by harmonically diminishing re-corrections
11.82 - 13.38-13.77 (13.38-13.77 - 11.56-11.3) (11.3-11.56 - 12.08-12.34) (12.08-12.34 - 11.65-11.82) etc etc etc
10.65 - normalizing downwardly - resistance here leads bounce to - 12.21-12.6
9.48 - 11.04-11.43
8.31 - 9.87- 10.26
7.14 - 8.7-9.09
5.97 - 7.53-7.92
these are experimental calculations which are barely accurate at best, have no proof of reliability, and are not shown to utilize any valid methodologies...
This is extremely speculative and may be more fun to watch from the sidelines....It might actually happen to some degree here and give us a neat chart pattern representative of collective neuronal receptor re-regulation as imposed on buying and selling behaviors
now that PZE is unfolding to the tune of the truth --> all they really have is a bunch of gas stations in non-capitalist countries which are fed buy PZE owned and operated refineries...
What's the mention - well --> the market needs to normalize and all re-regulation cycles involving human emotion driven factors, whether charted individually or collectively as is done for trading activities, will show repeating patterns of over corrections and re-corrections that seem to diminish harmonically....
so - PZE went way up on lies - all lies --!!!
Media tells it how it is...& PZE goes from "all swelt-up to roly poly" in a matter of minuets.
there should be a deep dive here that undoes reality and must be re-corrected -->
PZE could trade as low as 5.97 but will work it's way back to test 13 eventually...
I will watch for these levels and see if they appear...
PZE
if major resistance here possible bounce to .. then followed by harmonically diminishing re-corrections
11.82 - 13.38-13.77 (13.38-13.77 - 11.56-11.3) (11.3-11.56 - 12.08-12.34) (12.08-12.34 - 11.65-11.82) etc etc etc
10.65 - normalizing downwardly - resistance here leads bounce to - 12.21-12.6
9.48 - 11.04-11.43
8.31 - 9.87- 10.26
7.14 - 8.7-9.09
5.97 - 7.53-7.92
these are experimental calculations which are barely accurate at best, have no proof of reliability, and are not shown to utilize any valid methodologies...
This is extremely speculative and may be more fun to watch from the sidelines....It might actually happen to some degree here and give us a neat chart pattern representative of collective neuronal receptor re-regulation as imposed on buying and selling behaviors
Frontline Tanker, Apple, & Petroleo Brasileiro...
If you have not received notice yet - now you have - these stocks look to be winners for 2008 and beyond...
Core positions in these are fundamental to the 2008 "Complete Portfolio"
AAPL
FRO
PBR
I expect all kinds of crazy volatility as we swoon in and out of imminent war with Iran, doom in financial markets, and slow spells that keep getting excited from market hypothermia.
This volatility has already provided several opportunities to actively trade around the core positions. FRO has already yielded 2of2 profitable schnitzel trades this year...
Let's face it - FRO faces its worst fears everyday in the straits of Hormuz - as investors we face our worst fears everyday in the streets of Manhattan - therefore we are FRO - No _ really --> FRO will see all kinds of danger as we dance around wars and terroristic claimancies...HUGE swings are likely....
I expect Dips and Pops followed by Swings and Hurls....
careful monitoring is recommended if any dabbling you do yeah...warning...some Lunging may occur
Core positions in these are fundamental to the 2008 "Complete Portfolio"
AAPL
FRO
PBR
I expect all kinds of crazy volatility as we swoon in and out of imminent war with Iran, doom in financial markets, and slow spells that keep getting excited from market hypothermia.
This volatility has already provided several opportunities to actively trade around the core positions. FRO has already yielded 2of2 profitable schnitzel trades this year...
Let's face it - FRO faces its worst fears everyday in the straits of Hormuz - as investors we face our worst fears everyday in the streets of Manhattan - therefore we are FRO - No _ really --> FRO will see all kinds of danger as we dance around wars and terroristic claimancies...HUGE swings are likely....
I expect Dips and Pops followed by Swings and Hurls....
careful monitoring is recommended if any dabbling you do yeah...warning...some Lunging may occur
2008 Complete Portfolio Following First Reversification in the Slough...
AAPL
FCEL
FRO
GOOG
PBR
FSLR
RDS.A
COP
AUY
UTX
TNP
DSTI
AVAV
POT
PFCE
Starting 2008 Complete Portfolio is Below...
"Complete Portfolio"
AAPL FCEL FRO BOOM GOOG AMSC SFL PBR COP RDS.A CREE UTX TNP HOLX NVDA FSLR
AVAV LDK WFR RTP DOCKF POT SPWR SGR MDR AUY FCX PFCE SATC MCEL DSTI ETLY
The stocks listed below will most likely continue to provide nice investing opportunities in 2008 but were dropped to shift capital to vehicles with interpreted better chances of a stronger and quicker recovery from the slough-->Reversification
BOOM AMSC SFL CREE HOLX NVDA LDK WFR RTP DOCKF POT SPWR SGR MDR FCX SATC
FCEL
FRO
GOOG
PBR
FSLR
RDS.A
COP
AUY
UTX
TNP
DSTI
AVAV
POT
PFCE
Starting 2008 Complete Portfolio is Below...
"Complete Portfolio"
AAPL FCEL FRO BOOM GOOG AMSC SFL PBR COP RDS.A CREE UTX TNP HOLX NVDA FSLR
AVAV LDK WFR RTP DOCKF POT SPWR SGR MDR AUY FCX PFCE SATC MCEL DSTI ETLY
The stocks listed below will most likely continue to provide nice investing opportunities in 2008 but were dropped to shift capital to vehicles with interpreted better chances of a stronger and quicker recovery from the slough-->Reversification
BOOM AMSC SFL CREE HOLX NVDA LDK WFR RTP DOCKF POT SPWR SGR MDR FCX SATC
Ba HumBug AT&T...
CEO Randall Stephenson of AT&T had to come out yesterday and blab some doom comment all over the press..
What a Guy...!
Thanks Randy...
Firstly - I think Randall is confused about one thing..or another...like..why his residential customers are canceling landlines, making fewer cell calls, and buying less equipment...
It has nothing to do with the recession - which is real but doesn't need Randall's help by jumping to conclusions...
Let clarify what's going on for you Randy...
1. people are canceling land lines so they would have more funds to buy apple stock. This need for funds is what caused them to remember they had a land line to cancel.
2. people are making fewer calls because they are too busy playing with an iPhone or reading steadily toward obtaining one...
3. people are buying less equipment because their wallets are cinched up following the fist evolution of the mark-n-sting grabvertising campaign hypersnyping iphonage
So - as for slow consumers - their moments that matter will continue to be those centered on luxury electronics, communications, and required transportations, transactions, & consumptions...or especially conservations thereof (watch closely in 2008 for wild rides in AMSC CREE FCEL FSLR DSTI BOOM etc etc etc as everyone and some dogs scramble to generate ever more costly energy conservation systems while all the while improving margins....in other words these companies all have commercializable product lines today and this year to next which will be sought after for larger and larger projects while at the same time this activity will continue to drive scaling prosperity in service and supply chains ultimately reducing all associated production costs leading to higher profits and stronger growth....)
What a Guy...!
Thanks Randy...
Firstly - I think Randall is confused about one thing..or another...like..why his residential customers are canceling landlines, making fewer cell calls, and buying less equipment...
It has nothing to do with the recession - which is real but doesn't need Randall's help by jumping to conclusions...
Let clarify what's going on for you Randy...
1. people are canceling land lines so they would have more funds to buy apple stock. This need for funds is what caused them to remember they had a land line to cancel.
2. people are making fewer calls because they are too busy playing with an iPhone or reading steadily toward obtaining one...
3. people are buying less equipment because their wallets are cinched up following the fist evolution of the mark-n-sting grabvertising campaign hypersnyping iphonage
So - as for slow consumers - their moments that matter will continue to be those centered on luxury electronics, communications, and required transportations, transactions, & consumptions...or especially conservations thereof (watch closely in 2008 for wild rides in AMSC CREE FCEL FSLR DSTI BOOM etc etc etc as everyone and some dogs scramble to generate ever more costly energy conservation systems while all the while improving margins....in other words these companies all have commercializable product lines today and this year to next which will be sought after for larger and larger projects while at the same time this activity will continue to drive scaling prosperity in service and supply chains ultimately reducing all associated production costs leading to higher profits and stronger growth....)
Sunday, January 06, 2008
Saturday, January 05, 2008
History Repeats Itself...
Fisrt we had a credit crunch with fears of inflation followed by bad jobs reports, and so the Fed's came to the rescue and lower rates...and then a corrected jobs report was released showing a gain of thousands of jobs instead of a loss...
Now we had another jobs report gone bad - just whenthe Fed's need to squeeze as much money from the markets as possible - even if it's going straight back in- they need to get it circulating again ... and generating taxes ... I will not be surprised if they come out with a correction to this jobs report in a couple of months...
Now we had another jobs report gone bad - just whenthe Fed's need to squeeze as much money from the markets as possible - even if it's going straight back in- they need to get it circulating again ... and generating taxes ... I will not be surprised if they come out with a correction to this jobs report in a couple of months...
Friday, January 04, 2008
Apple Fall Far from the Tree...?
maybe not...a nice rebound to 186.33 and then to 192ish should be pretty quick and tidy as soon as all this regressionary hoopla wears off...if it wears off...otherwise...go the movies...
eventually it has to take out 203.3 and then it's off to the races for a while...
some are recommending call spreads here on AAPL-
sell a far out (time & money)covered call on apple and use the proceeds to purchase near the money near term call...
sounds like a good idea...
eventually it has to take out 203.3 and then it's off to the races for a while...
some are recommending call spreads here on AAPL-
sell a far out (time & money)covered call on apple and use the proceeds to purchase near the money near term call...
sounds like a good idea...
Stagflationary Recessionism
recession digression trauma drama among psycho-social circles may actually digress us deeper into the recession we are just about to come out of....
I don't know where everyone else has been --> but it feels like we've been in this recessagflationary state for some time depending on what indicators you look at or who you listen to - the inverted yield curve for the last year or so...etc etc - mixed sector inflation and falling house prices where most US areas are affected tremendously and some are only slightly --> there's always a spending requirement somewhere...no matter how confusing and traumatized it may seem - remember economies are distributed and growing in such a way that only things which kill so many of us you won't need to worry anymore can stop it...
let's see what makes the global economies grow - war peace disaster serenity shopping - so if all we do is sit back and eat drive and eventually need medical care...then everything which needs to happen to make the leading companies grow will continue to happen...
so eat drink and be merry --> Happy New Year !!!!!!!!!!!!!
I don't know where everyone else has been --> but it feels like we've been in this recessagflationary state for some time depending on what indicators you look at or who you listen to - the inverted yield curve for the last year or so...etc etc - mixed sector inflation and falling house prices where most US areas are affected tremendously and some are only slightly --> there's always a spending requirement somewhere...no matter how confusing and traumatized it may seem - remember economies are distributed and growing in such a way that only things which kill so many of us you won't need to worry anymore can stop it...
let's see what makes the global economies grow - war peace disaster serenity shopping - so if all we do is sit back and eat drive and eventually need medical care...then everything which needs to happen to make the leading companies grow will continue to happen...
so eat drink and be merry --> Happy New Year !!!!!!!!!!!!!
Let It Bleed...
now that the Fed has delayed just long enough to flush out all the major profit holders they can following the new year, maybe we can move on and get to cutting rates...
it makes perfect sense...the govt makes money when people take profits, so maybe the fed is stalling the rate cuts to flush out as many profit holders as possible...
since the new year is in there are plenty of tax-deferring profit holders left and now they are scaret'n'runnin...
once all the turncoats are flushed out maybe the feds will step in and smash the rates down...
no matter what --> it seems that pain is not going anywhere soon and that I should take my own advice to run, run like the wind...speaking of running...
reversification of the day:
closed out: MDR FCX RTP and used the proceeds to add more to GOOG FRO FSLR DSTI
I still like the mining stocks - it's just that I haven't heard anything about fuel costs affecting profits at mining companies...I would have to deduce that mining uses a lot of huge fuel sucking engines and various types of power hungry electrical motors too probably...surely they attempt to hedge against fuel and costs by purchasing futures or something like that, but tis can't be completely foolproof... as for MDR - i just didn't like the look of the chart in terms of the likely rate and range of recovery price movements...
it makes perfect sense...the govt makes money when people take profits, so maybe the fed is stalling the rate cuts to flush out as many profit holders as possible...
since the new year is in there are plenty of tax-deferring profit holders left and now they are scaret'n'runnin...
once all the turncoats are flushed out maybe the feds will step in and smash the rates down...
no matter what --> it seems that pain is not going anywhere soon and that I should take my own advice to run, run like the wind...speaking of running...
reversification of the day:
closed out: MDR FCX RTP and used the proceeds to add more to GOOG FRO FSLR DSTI
I still like the mining stocks - it's just that I haven't heard anything about fuel costs affecting profits at mining companies...I would have to deduce that mining uses a lot of huge fuel sucking engines and various types of power hungry electrical motors too probably...surely they attempt to hedge against fuel and costs by purchasing futures or something like that, but tis can't be completely foolproof... as for MDR - i just didn't like the look of the chart in terms of the likely rate and range of recovery price movements...
Thursday, January 03, 2008
GO GOOGLE GO ... Go GOO GOO GOOGLE ....GOO
Gooble Dooble Goo....
Have a gooby snack...
Accurate:
GOOG fup [(~ 706.8 ~ 725.82 ~ 735.71 ~ |765.36| ~ 722.54 ~ 739.02 ~ 717.6 ~ 757.1 ~ 763.71 ~ 765.36 ~ {822.99 ~ 776.89 ~ |701.13| ~ 768.65 ~ 951.44 ~ 984.39})(+-5%) ~|]
Not Accurate:
GOOG fup [(~ 763 ~ 824 ~ 777 ~ |703| ~ 776 ~ 949 ~ 980)(+-5%) ~|]
Note: results have not been proven reliable and methods used to derive results have not been shown to be valid...
1 SHARE FOR $685 COULD POSSIBLY GROW TO $984.39 GIVEN THE MARKET PROCESS&ENTITY FLOWS SEEMINGLY IN PLACE AS OF LATE IN TRADING THIS STOCK
Have a gooby snack...
Accurate:
GOOG fup [(~ 706.8 ~ 725.82 ~ 735.71 ~ |765.36| ~ 722.54 ~ 739.02 ~ 717.6 ~ 757.1 ~ 763.71 ~ 765.36 ~ {822.99 ~ 776.89 ~ |701.13| ~ 768.65 ~ 951.44 ~ 984.39})(+-5%) ~|]
Not Accurate:
GOOG fup [(~ 763 ~ 824 ~ 777 ~ |703| ~ 776 ~ 949 ~ 980)(+-5%) ~|]
Note: results have not been proven reliable and methods used to derive results have not been shown to be valid...
1 SHARE FOR $685 COULD POSSIBLY GROW TO $984.39 GIVEN THE MARKET PROCESS&ENTITY FLOWS SEEMINGLY IN PLACE AS OF LATE IN TRADING THIS STOCK
Bust a'5RO FRO...
FRO looks poised to break 50 soon...
some will wait till it breaks 50 then begin buying in increments hoping to concentrate most of the buys on pullbacks testing the underside of the 50 boundary...
some may go ahead and start taking bites now and all the way thru up and down and all around - half of these people might try to time the market swings and the other half could just do it randomly...one third of the people who do it randomly sometimes follow pattern forced by the availability of new funds - one third by the availability of recirculated funds, and the other third - well...they're just wild -
and then some
some will wait till it breaks 50 then begin buying in increments hoping to concentrate most of the buys on pullbacks testing the underside of the 50 boundary...
some may go ahead and start taking bites now and all the way thru up and down and all around - half of these people might try to time the market swings and the other half could just do it randomly...one third of the people who do it randomly sometimes follow pattern forced by the availability of new funds - one third by the availability of recirculated funds, and the other third - well...they're just wild -
and then some
Trouble Sleeping...? Try the Sleeper...A Growth-Income Stock Portfolio -
AUY* - 2.5%
HOLX* - 2.5%
AAPL - 20%
AMSC* - 2.5%
DSTI* - 2.5%
FCEL* - 5%
FRO - 30%
SFL - 5%
TNP - 5%
PBR - 12.5%
UTX - 12.5%
*Seemingly Way Higher Risk - But Some High Growth Potential is part of a good precariously balanced growth & income stock portfolio...
HOLX* - 2.5%
AAPL - 20%
AMSC* - 2.5%
DSTI* - 2.5%
FCEL* - 5%
FRO - 30%
SFL - 5%
TNP - 5%
PBR - 12.5%
UTX - 12.5%
*Seemingly Way Higher Risk - But Some High Growth Potential is part of a good precariously balanced growth & income stock portfolio...
Oil Floats to the Top...
Guessing again... technical range of Nymex Crude seems to be to 127.5 +-5%
doesn't mean there won't be any interference to swat it back down, but the possibility is there...
hmm...think of the possibilities...whatever they are...
doesn't mean there won't be any interference to swat it back down, but the possibility is there...
hmm...think of the possibilities...whatever they are...
Gloom n Doom Start...
Amazingly - the tankers, oils and various others have carried the Chaotic balance portfolios to an overall loss today of .00106%....I am very pleased at the resilience of these equities in this market, and this does seem to be the market - not broken companies, or even broken stocks - just look at the intraday candlesticks of very different companies with similar intraday patterns...seeing this kind of pattern-matching all over the place may indicate general market malaise on strong stocks as tax-defferring profit takers hit hard following a HUGE year...on the up side there were many strong stocks:
FRO
PBR*
SATC
DSTI
LDK
SFL
TNP
AUY
etc etc
* Selected Most Likely Leaper in 2008
with satc going bannanas I think there may be a lot of alternative energy projects being planned for construction which are expected to use their parts...this could also be an indicator that 2008 will be good for the type of companies that would be involved in these types of activities and other infrastructure stuff = SGR MDR SATC FCEL LDK WFR SPWR FSLR etc etc
however, i must recommend you stop now - take your money and run...!!! or don't...!!!
it's your call...
FRO
PBR*
SATC
DSTI
LDK
SFL
TNP
AUY
etc etc
* Selected Most Likely Leaper in 2008
with satc going bannanas I think there may be a lot of alternative energy projects being planned for construction which are expected to use their parts...this could also be an indicator that 2008 will be good for the type of companies that would be involved in these types of activities and other infrastructure stuff = SGR MDR SATC FCEL LDK WFR SPWR FSLR etc etc
however, i must recommend you stop now - take your money and run...!!! or don't...!!!
it's your call...
Tuesday, January 01, 2008
Ouch - what if theres a Sell Off ...
Suck It Up...
A lot of selling could occur as some take profits after the new year - Maybe some people wanted to move their profits to another stock or sector but preferred to deffer taxes another year...well they might Wait until just after the new year and start taking profits...
This could happen - but this is just a buying opportunity if it does - these may be the ones that make money again in 2008...
Watch for a sell off on high flyers and buy small amounts on the dips...
FSLR
AAPL
SPWR
etc etc
A lot of selling could occur as some take profits after the new year - Maybe some people wanted to move their profits to another stock or sector but preferred to deffer taxes another year...well they might Wait until just after the new year and start taking profits...
This could happen - but this is just a buying opportunity if it does - these may be the ones that make money again in 2008...
Watch for a sell off on high flyers and buy small amounts on the dips...
FSLR
AAPL
SPWR
etc etc
2007 12-31 Annual Portfolio Performance Charts....
almost all dividends in every portfolios were re-invested using DRIP program...
This chart shows a glimpse of the perfect balance of growth and income...FRO + AAPL = What You See Here...
FROish + AAPLish stocks blended together...
FROish + AAPLish stocks blended together with leverage...
FROish stocks blended together...
FROish + AAPLish stocks blended together in larger numbers and rotated more often with leverage...
Sweet Apple Slices...
Apple ... the Best Stock for 2008...?
Apple and Intel
Apple Targets Exit Solar System with Voyager
Apples Wireless Fast Food for Pickup --> Frapa802.11achino - this is a teency beginning of something that will be tremendously enormous --> trenormous, which is yet still larger than ginormous...
Apple TV Downloads Services & Hopefully better hardwae + More
Apple and Intel
Apple Targets Exit Solar System with Voyager
Apples Wireless Fast Food for Pickup --> Frapa802.11achino - this is a teency beginning of something that will be tremendously enormous --> trenormous, which is yet still larger than ginormous...
Apple TV Downloads Services & Hopefully better hardwae + More
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