opinions and board members...this will be the best grain crops that I have had in my life time on the yields (corn and soybeans), I just got over 5 in. of slow rain in the middle of August (at the right time)...forget about all the silly monkey talk and 'make some real profit'...corn prices will stay low for a least 18 months and we can profit from it...i.e buy ADM, PEIX, TSN, BG and etc., as there are a lot of companies that will profit from lower corn prices (ethanol producers 'will do fine' on very low corn prices)....! Enjoy the ride and profit from it. (don't fight the tape)...cheap corn is saving the world...! $tagg...!
William...welcome to the U.S.A., we are lucky to have a a well traveled international investor like yourself in our fine country...! Don't forget to buy some 'Jim Beam Black' bourbon whiskey (made from corn) to take back home...! $tagg...!
Board members...the total returns on TM are minus -3.8% YTD and the total returns on F (yield about 2.9%) are up15.7% YTD (that is a 19.5% difference)....however, my leading holding this year is MLPL (yield about 7.5%) and it is now up 45.5% YTD in total returns (LINE is up 9% YTD in total returns)...! Never invest in Voodoo Economics.and never believe the Monkey Talk..! $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...China has banned new coal plants around Beijing, Shanghai and Guangzhou by 2020 and all coal use in that area after 2020...however, the fact is, that the use of coal 'will continue to soar' in China and power will be also transmitted in from other areas...ARLP (a major U.S. coal company) is signing new long term coal contracts with China at this time (ARLP has a port on the Ohio river 'eight miles from my home base' where they export coal to China and it is serviced by the Evansville Western Railway, from southern Illinois)...six years from now the dry bulkers will be shipping more coal to China than they are at this time...! The 'whole story' is on the internet if anybody wants to take the time to look it up (I know people that work for ARLP and I have also signed a coal lease with them...plus, the new White Oak coal mine is just a few miles from my farms in Hamilton county Illinois)...! $tagg...!
Board members...AWLCF (yield now about 22%) is one of my core holdings...my last dividend after currency exchange fees was $1.07 a share (yield is higher now because of the drop in share price)...I am well in the money on AWLCF and I am adding more at this time...! Also, CEFL (is a doubled leverage (2X) high yield ETN) now has a yield of about 18.2% and pays monthly...! $tagg...!
Board members...don't fall for the monkey talk...in Total Returns NRF is up 33% YTD, 99% in one year and 277% in the last two years...how come the monkey talker owns NRF after it has had a great two year run and never mention it before now (???)...! On my home message board I do a 'Show and Tell' about every two months, it hard to bend the truth when we do that...perhaps the monkey talker will let us know about his total portfolio holdings (in advance, at this time)...? For the record, I did own NRF and I made a lot of profit on it, but I sold it way to soon (about one year ago)...! $tagg...!
Board members...this is going to be the best corn crop that I have had in my lifetime...it will probably yield over 220 bu. to the acre...I have had plenty of rain and the corn is planted very close and it has 22 rows of corn per ear (18 is pretty much standard)...
The fact is, that the farmer pays taxes on his corn profits, the meat producers pay taxes on their corn feed livestock, the ethanol producers pay taxes on their profits from corn and corn ethanol is taxed about 50 cent a gallon at the pump...one bu. of corn makes about 2.8 gallons of ethanol which is taxed at the pump at about $1.50...GMO corn sells for about $3.50 a bu.,...so eventually the whole price of a bu. of corn is taxed back to the government (at this time ethanol is selling for about $2.17 a gallon)...
The tailing (DGS) are also sold has high protein animal feed (about 28% protein)...plus, the barges, trucking industry, chemical companies, fertilizer companies, and railroads also get their profit...American grown corn is 'creating more jobs and saving the world' and I am one of the people responsible for it....! Enjoy your cornflakes and cheaper fuel as corn is great...however, we cannot eat natural gas or oil...! $tagg...!
Board members...the fact is, MLPL (yield now about 7.5%) is up 43.9% YTD, is up 60.6% in the last 12 months, 119.2% in the last 2 years and 217.7% in the last 3 years (these are total returns with the yields added back and I really like my MLPL holdings)...MLPL is a double leveraged (2x) basket of MLP's and it does not pay the dividends monthly...however, CEFL (2x), yield now maybe 18% or more, does pay the yields monthly...CEFL is now up 20.5% YTD in total returns...and DVHL (2x), yield about 14%, is now up 22.1% YTD in total returns and also pays the yields monthly...the Monkey Talker says investors that hold double leveraged ETN's are suckers, I think it is time for the Monkey Talker to start doing some real research (because numbers do not lie)...! Good luck to all real investors...! $tagg...!
Board members...the current price of 'Illinois basin crude' is already $78.75 a barrel on 10/11/14...! $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...!
Board members...if we give the ISIS 'free corn and ethanol' they will stop being bad guys and probably be nice to everybody and we will not have to spend a trillion dollars to do it...because the monkey talker says all of this started because of high corn prices, lol...! The main problem is trying to figure out who to give the free corn and ethanol to (???), because they are all so starved (only American grown corn can save the day)...! $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...I guess this means the monkey talker 'is not' going to share his current portfolio holdings with us...again, it is easy to 'bend the truth' when a person 'is afraid' to put their holdings on the line 'in advance' of outstanding claims...! Some people are investors and others are just chickens, lol...! $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...!
Board members...McCain (aks McWar) is not a rhodes scholar, is also crazy and only American grown corn can save the world...for the record MLPL is up about 8.8% at this time today and about 53% YTD in Total Returns and AWLCF (yield about 19% after currency exchange fees) is now up 32.4% YTD in Total Returns...! Just forget about the monkey talk and buy good stocks (this is still an investment board)...! $tagg...!
opinions...that is 'an outstanding' posted message (good for you)...the rest of the Mid-East will not do anything until they have to do it...its time for them to put some skin in the game...! $tagg...!
biotech...the Total Return for TWO in the last 12 months is 22.8% and the Total Return for DX is the last 12 months is16.8%...TWO has performed 6% better than DX in the last 12 months..! If you want higher yields take a look at AWLCF (yield about 17% after currency exchange fees), in Total Returns AWLCF is up 42.8% in the last 12 months or CEFL (yield about 16.8% and pays monthly), in Total Returns CEFL is up 17.9% YTD....! $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...I guess this is one of those days that 'everybody will disagree with me', so here goes...I think that JF probably sold a large amount of his holding in GLNG to buy or add more SDRL (or a related industry)...how come JF did not sell a lot of SDRL and buy more GLNG (???)....
If we look at the color of GLNG (yield about 2.8%) and SDRL (yield about 11.5%) 'it is very obvious'...i.e. GLNG has a p/e ratio of about 76 and SDRL has a p/e ratio of about 3 (76 vs 3)...I know many will disagree with me but the color of SDRL is outstanding and the color on GLNG is terrible...! Again, check out 'all of the color' (key statistics) of both companies (numbers do not lie)...! $tagg...!