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 ? ? ?
Wednesday, July 09, 2008
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
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