Board members...no farmers are having a problem getting their crops to markets as most of us are still hauling and selling...! Where is the world does the Monkey Talker come up with all of this silly information...? $tagg...!
saiani...I agree, the color is very bad (key statistics) and the p/e is outrageous...JF sold a large part of his holdings (and there must be a good reason for that)....! $tagg...!
Board members...the current price of 'Illinois basin crude' is already $78.75 a barrel on 10/11/14...! $tagg...!
Board members...Yahoo stock is up 24.6% YTD in Total Returns and some investors are unhappy with the results...the fact is, Marissa Mayer (CEO) is doing a fine job....! $tagg...!
Board members...for the record, one bu. of corn now sells for about $3.00 and produces about 10 lbs. of meat, yet one steak can cost 'three times as much' as one bu. of corn...more, one bu. of corn produces about 2.8 gallons of ethanol, yet fuel prices are staying very high and the tailings from ethanol production still produce about 10 lbs. of meat per bu...a bu. of corn has the same feed value 'before and after' ethanol production, but we gain 2.8 gallons of ethanol...
The fact is, that ethanol production 'doubles the feed value value' of corn...one bu. of corn produces 2.8 gallons of ethanol and 18 lbs. of by products that are high protein animal feed (28% protein)...again, one bu. of corn produces 2.8 gallon of ethanol and 10 lbs. of meat...the food producers have used corn ethanol to rip off consumers and to raise food prices (and they are still doing it)....! Don't fall for Voodoo Math that the Monkey Talker preaches.....! $tagg...!
rogers...I think you read william's message wrong...companies that use oil will show more profit as their costs will be lower...i.e. airlines. trucking, railroads and ect., (they all have oil input cost)...! $tagg...!
Board members...it seems that several of the off-shore drilling companies are doing a nice bounce today...I am not sure that the Blood letting is over yet, but the current yields look very temping..i.e. SDRL (yield about 15.6%), NADL (yield about 14.8%) and AWLCF (yield about 28%)...
I understand that there 'is fear' that the off-shore drilling companies will reduce their yields and that there is an over supply of drilling rigs...forward guidance is very important, but so are 'key statistics' and the off-shore drilling companies are 'very over-sold' and should reward loyal investors in the future because of their current value...
That said, there are a lot of bargain to be had at this time...i.e. WMC (yield about 20%), BDCL (yield about 17%), PSEC (yield about 13% and pays monthly), NYMT (yield about 14.8%) and etc.,...when the markets do a rebound they will be a lot of profit to be make on some of these and many others...! We need to keep the faith and search for value....! $tagg...!
perry...I do not see any real benefit to the merger with Golden Ocean except it will probably reduce some of over head costs...unless, there is an increase in the dry bulk rates the new company will still struggle going forward...if you 'continue to read this message board', you will see a lot of better and different investment opportunities than VLCCF...! We have 'an outstanding group of investors' that have 'extended knowledge' in a lot of different investment sectors on this message board (and many investors profit from it)...! $tagg...!
Board members...the current price of Illinois Basin crude oil is already $67.25 and down $2.75 on 11/14/14...! $tagg...!
opinions...good posted message (good for all of us)...it is also said, that since WW II the S&P 500 has had an average gain of over 7% in the first six months after a mid-term election...! $tagg...!
Board members (update)...I had another meeting with the reps. from the White Oak Coal Company (ARLP) on 09/19/14 and I have signed 'three more contracts' with them to mine coal under some of my farms (in Hamilton County, Illinois)...first, they are going to put 'another entry way' to the White Oak Coal mine near my farms; second, they estimate that the royalties will be between $18,000 and $20,000 an acre; third, they mine by the 'long wall method' and they are paying an average of $2,000 an acre for surface damage (because the land will settle); fourth, the new White Oak coal mine is employing 350 people, at this time, and it is 1,000 feet deep; fifth, the White Oak coal mine will go 'into full production' on about 10/01/14...! $tagg...!
ed...as always you make some fine points...however, my average weighted share price on AWLCF is now $19.75 a share, while I am down about -11.95%, I am 'up very good' in Total Returns (with my yields added back)...the main reason that I like high yields holdings is because they give us 'a lot of slack' to play with...! There are 'exceptions to the rule' as I was lucky o take my profits before the major share price crash of EVEP and FRO...! $tagg...!
Board members...the main source of E-Coli is 'workers in huge fields' picking crops and no sanitary stations available 'to do their personal business' or to wash their hands (when they pick our food)...again, cows eat pastures where they do their business, hogs eat after cows and chicken eat after hogs (lol)...ethanol kills all of the germs in the tailings and we get the same amount of feed value from a bu. of corn made from ethanol as from a bu. of corn that is made without it...! Does anybody on this message board really believe that our fuel will be cheaper 'without ethanol' in it (???)...! I do understand that LINE is down today and corn does not have a thing to do with it (the markets usually sell-off after Labor Day until November)...! $tagg...!
gambler... it is nothing new, the markets usually sell-off after Labor Day until the beginning of November (its the Bloody October time frame)...I have been taking profit on my lower yield holdings and buying more higher yield stocks...if we get a strong 'Santa Clause Rally' (near the end of the year) we can profit from this over-all market pull-back...the fact is, we can take our high yields and go shopping for value and make even more profit when the markets return to normal...! I am in the same boat, but low yield holdings will not help us increase our future returns...! $tagg...!
sarge...I feel that SDRL (yield about 14.5%) and NSDL (yield about 14.8%) are both strong buys, however, we need to be sure that they have 'leveled off in share price' before we add them...
My 'average weighted yield' at this time is now 14.2% and that is a lot of slack to play with for market pull-backs or for reinvestment...! In the future we will go from less pain to more gain, lol...! $tagg...!
bob...good post (good for all of us), I may be wrong, but I have a feeling that JF and Tor Olav Troeim may have had a fallen out over the amount of leverage that the JF companies are holding...I also know that several investors on this message board give GLNG very high marks (for the future), but the fact is, that GLNG has 'terrible current color'...why did JF sell so much of his GLNG (???) if it has such a bright future...! bob, please keep up the good work, as I appreciated your excellent research...! $tagg...!
sarge...I feel that SDRL (yield now about 14.1%) is a screaming buy, here and now....however, it has not stopped falling in share price yet...I say to wait a bit longer until the share price becomes more stable...we may have five more weeks of pain (???)...
India also is buying a lot of coal on the global markets and China cannot produce enough of the coal that they need...on any investment, investors always need to look at the 'whole global picture'...! That said, corn prices 'really suck', but AWLCF (yield about 26.4% after currency exchange fees) is up strong at this
sarge...I think that I will sell my TWO (yield about 10.6%) and buy some ADM (yield about 2%)...ADM 'is the largest corn processor in the world' and corn is now about $2.80 a bu. (corn was over $4.00 bu. a year ago), in other words I feel that ADM may have an upside in profits of 'at least 30%' or more over the next 12 months...
I hate low yield stocks...however, we can profit from the current low price of corn and other grains and when the worst we can do is break even or made money, a stock is always a good buy...I just don't see any risk on ADM over the next year or a bit longer...
ADM is a good across the board way 'to play very low corn prices' and they are also a major producer of ethanol (it looks like a 'clog lock' for growing profits to me)...! I also plan to 'dollar cost average' some more WMC, SDRL and maybe some NADL (in the future)...what good is a market pull-back if we do not take advantage of it....??? $tagg...!
guru...this crop year will be the highest corn and maybe soybean 'yields per acre' that I have ever had...however, the prices are 'worst than terrible' as corn is now under $3.00 a bu.,...investors are 'well advised' to look at stocks that will profit from low grain prices as we will not see a rebound in grain prices for at least 18 months (and probably not even then)...! I have better corn than than JF, but JF has a lot more dough, lol...! $tagg...!