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TranceAddict Investors Club @ Marketocracy (pg. 111)
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| Krypton |
Hey , you're on my ignore list. Kindly go yourself...;)
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| Trancer-X |
| quote: | Originally posted by Krypton
Hey , you're on my ignore list. Kindly go yourself...;)
Translation: insults aren't bothering Trancer and the perception management team doesn't know what else to do or say to keep him from posting the truth |
It's funny that the trolls are now calling those of us who post important, relevant information, trolls. :haha:
I finally took Krypton off of ignore and now he puts me on it.
It feels good :D |
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| Trancer-X |
| quote: | Originally posted by spdandpwr
i am just laughing at your other post where you were saying about the housing market rising up again...roflmao at keeping your eyes on the housing market....and as soon as subprime loans start to default...wow...us economy is gonna love that one |
Hope is a terrible investment strategy but I guess you never really know. :tongue2 |
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| Groundhog Boy |
Any thoughts on the Ag beatdown today after Mosaic missed earnings estimates, but still had huge growth compared with same Q last year ($.64 to $2.65), and lost over 40% today? Commodities have been broken, but at these P/E levels, they're now looking attractive again. I'd say how much lower can they go, but then I look at the shipping companies like EXM with a current P/E less than 2.
Krypton, do you have any target valuations on the sector? |
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| Trancer-X |
| quote: | Originally posted by Groundhog Boy
Any thoughts on the Ag beatdown today after Mosaic missed earnings estimates, but still had huge growth compared with same Q last year ($.64 to $2.65), and lost over 40% today? Commodities have been broken, but at these P/E levels, they're now looking attractive again. I'd say how much lower can they go, but then I look at the shipping companies like EXM with a current P/E less than 2.
Krypton, do you have any target valuations on the sector? |
lol
I was looking at this earlier and still had the browser window open.
| quote: | Agriculture company Mosaic (MOS 46.40, -21.11) more than doubled first quarter revenue and quadrupled earnings as the agriculture boom drove up the prices of fertilizer. Still, the results fell short of expectations. That, and concerns about future earnings growth are sending shares of MOS sharply lower.
Plymouth, Minn.-based Mosaic was formed in 2004 through the merger of IMC Global and Cargill Crop Nutrition. It is the world's largest producer of phosphate and a leading producer of potash, which are used in fertilizer and as animal feed ingredients.
Revenue spiked 116% in the first quarter to $4.32 billion as increased prices offset lower sales volumes. The results topped the expected revenue of $4.09 billion.
Earnings per share soared 322% to $2.83 per share, excluding nonrecurring items. Wall Street, however, forecast earnings of $2.93.
Concerns that recent decreases in agriculture prices would prompt lower demand for Mosaic's products, in turn crimping profit margins, were exacerbated by news that Mosaic is cutting its phosphate production by 500,000 tons to 1 million tons due to high customer inventory levels.
Although management expects strong growth in fiscal year 2009, this quarter's earnings miss and concerns about future pricing power are driving MOS 31% lower. MOS is down 72% from its July all-time high of $163.25.
The decline comes after a huge run up in MOS -- since its October 2004 IPO, MOS has returned an annual equivalent yield of 32.4%, including the recent decline. By comparison, the S&P 500 has returned an annual yield of 2.7% with dividends reinvested.
http://finance.yahoo.com/marketupdate/storystocks |
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| Krypton |
| quote: | Originally posted by Groundhog Boy
Any thoughts on the Ag beatdown today after Mosaic missed earnings estimates, but still had huge growth compared with same Q last year ($.64 to $2.65), and lost over 40% today? Commodities have been broken, but at these P/E levels, they're now looking attractive again. I'd say how much lower can they go, but then I look at the shipping companies like EXM with a current P/E less than 2.
Krypton, do you have any target valuations on the sector? |
Me and sunsnail have looked at MOS, and we both think it's a strong value opportunity. Our estimate of EPS was $1.13, and we were blown out of the water. In our opinion, MOS is a strong buy at the super low prices. I mean hell, the 52 week high was around $163. That just tells you where it could potentially go, but our intrinsic value was $142. They are swimming in cash.
You should also check out TNH. I like TNH even better than MOS, but don't get me wrong, both are good. If I were to have to choose between the two, it would be TNH. I have their intrinsic value at $183, with a rating of STRONG BUY. I can't find my MOS rating, but I know it's at least a BUY. |
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| Groundhog Boy |
| quote: | Originally posted by Krypton
Me and sunsnail have looked at MOS, and we both think it's a strong value opportunity. Our estimate of EPS was $1.13, and we were blown out of the water. In our opinion, MOS is a strong buy at the super low prices. I mean hell, the 52 week high was around $163. That just tells you where it could potentially go, but our intrinsic value was $142. They are swimming in cash.
You should also check out TNH. I like TNH even better than MOS, but don't get me wrong, both are good. If I were to have to choose between the two, it would be TNH. I have their intrinsic value at $183, with a rating of STRONG BUY. I can't find my MOS rating, but I know it's at least a BUY. |
At those targets, Terra doesn't have the greatest room for growth, plus they don't have as much room for recovery from today's overreaction.
I couldn't resist and got some today at $40.75, when it was down 39%. I've got too much in commodities as it is and really should have diversified, but it was completely oversold and I thought I'd see what your thoughts were. |
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| Groundhog Boy |
| Dow below 10,000, 1 in 4 stocks on the NYSE at 52 week lows... |
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| Capitalizt |
getting close to a bottom...very close. I hope the feds don't do an emergency rate cut. Then we can truly hit rock bottom. If they do a coordinated rate cut or any more government BS to try and prop up the markets, they will only prolong the bear market and delay the capitulation.
Let it crash now I say...Let it hit bottom...Cleanse the system. Another 700 point down day should do it. |
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| Shakka |
| I'm expecting coordinated global rate cuts at any minute in the next 72 hours. Not that the globe has any confidence in intervention right now. |
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| Moongoose |
| So I've got a problem with one of my funds on marketocracy. I created it yesterday and it was fine, but today it tells me that its not compliant, despite the fat that under compliance I get a pass in everything. What to do, do I wait it out to see if it somehow becomes compliant or do I delete it and start again? |
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| Dervish |
| Today I lost 40% (real money)! :nervous: Hold me. |
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