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Turkcell Iletisim (TKC) Message Board

somethinwronghere 8 posts  |  Last Activity: Jun 19, 2015 4:36 PM Member since: Jul 2, 2006
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  • somethinwronghere by somethinwronghere Jun 19, 2015 4:36 PM Flag

    "A ‘frustrated’ Monsanto makes its case for Syngenta to the world"
    Is the problem for Monsanto is being "up the creek" on Roundup causing Cancer?
    Is that why it is so desperate to take over Syngenta (to obtain their weedkiller)?
    If so, what happens if Syngenta weedkiller is also banned?
    Monsanto said it plans to spin off Syngenta seed business if it takes over Syngenta.
    The problem with that is Monsanto becomes even more dependent on chemicals that it is now.
    Note: I hold positions in Syngenta (SYT). Watching.

  • Wed, May 20, 2015:
    "Scotts Miracle-Gro paying $300 million to extend Roundup deal at American City Business Journals.

    "Sunday, June 14, 2015
    "French minister asks shops to stop selling Monsanto Roundup weedkiller"

    Does Scotts have any recourse if Roundup is banned worldwide due to Cancer?

  • somethinwronghere somethinwronghere Jun 3, 2015 4:53 PM Flag

    "recall of weed-and-feed variety after flood of grass-killing complaints"
    Do these weed killers and insecticides present a risk to children and ... adults touching the grass too soon after application?

  • Reply to

    Carcinogenicity of Glyphosate

    by clowncramer Apr 16, 2015 11:47 AM
    somethinwronghere somethinwronghere Jun 3, 2015 4:49 PM Flag

    I wouldn't worry about glyphosate on crops because it is being handled by professionals.
    I would worry more about insecticides and weed killers embedded in lawn fertilizers due to high risk of incorrect applications, runoff into the watershed, children or even adults touching the lawns / turf too soon after application. Very high risk of cancer result.

  • Reply to

    Future of coal companies

    by pin_nut May 22, 2015 8:21 PM
    somethinwronghere somethinwronghere May 23, 2015 10:28 AM Flag

    Solar is already less expensive than coal without subsidies.

  • somethinwronghere by somethinwronghere Apr 23, 2015 3:56 PM Flag

    Should do SEC audit of OIBR tracing the company and finances back to TNE when the executives started messing around with it.

  • Reply to

    Good Time to Buy

    by xocy713 Feb 18, 2015 5:34 PM
    somethinwronghere somethinwronghere Feb 18, 2015 8:14 PM Flag

    Long term debt rose.
    Accounts receivable dropped.
    Accounts payable rose.
    Cash plummeted.
    But, as you stated, so long as they do not decrease the dividend.... and as someone else said you have a long term horizon /holding period, should be o.k.

  • somethinwronghere somethinwronghere Feb 14, 2015 9:31 AM Flag

    Yes. In this "risk off" market since October 2014, the safest ways to proceed include:
    a. Wait until earnings on higher risk / overpriced stocks and decide after 24 hours to see what the market REALLY thinks (such as when SSYS dropped 25% on last weeks earnings).
    b. Use fundamentals including price/sales under 5 and PEG under 1.5 (and balance sheet data).
    c. Wait until a "low risk", fundamentally sound, large cap, 100 year dividend stock gets whacked and buy for the long term return (eg: applies to companies like SYT (agriculture / seeds).

    On Z, good company.
    On Z, I'm waiting to see.
    There are thousands of great companies out there, hundreds with fast growth and great fundamentals. Z has fast growth. Z has no real fundamentals.
    On Z, when a company decides not to have an earnings conference call, it is because they do not want to answer questions.

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