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...!
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...!
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...!
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...!
more...I also feel that ARLP is a 'strong buy' at this time because of the White Oak coal mine going into full production...I just signed another lease with them and I am meeting with their reps. again late this afternoon...! ARLP is down big again today, but I know 'for a fact' that their over-all production 'is increasing' at this time...tip: watch for a good entry point on ARLP...! $tagg...!
Board members...several months back I posted a message about MLPL (yield about 8%) and at that time ed replied that MLPL would have 'a tremendous upside this year' and 'ed was correct'...at this time, MLPL is my leading holding (by far) as it is now up over 44% YTD in Total Returns and I am very well pleased with it....! OK ed, do you have any more good advice for all of us (???), we need all the help we can get...! $tagg...!
Board members...Apple may have 'some serious tax problems' in Ireland as they may have to repay billions of dollars to the Irish government (their tax breaks in Ireland may not be in compatibility with e EU law)...Apple is sitting on $164 billion in cash and cash equivalents and has $138 billion stashed away in foreign subsidiaries...! Apple also needs to return some of those profits to the shareholders..! $tagg...!
sarge...ADM is the 'worlds largest corn processor'...if we go to the profile on yahoo on ADM we see that ADM turns corn (and other products) into consumer goods...it is not just ethanol..i.e. sweeteners, starches, and a lot of other bio products (way to much to type)...corn is one of ADM's main base products that they 'turn into consumer goods'...'corn prices are the foundation' of their future products and profits...! Again, please read the companies profile as it will be a real surprise (the less ADM pays for grain, the more profit that they gain)...! $tagg...!
sarge...thanks for the good posted article and I agree with all of it....SDRL (yield now almost 16%) is way over-sold, I added more yesterday and 'I plan to add more again'...I don't know where the bottom is in SDRL, but I do know that it very over-sold right now...! I am also adding more WMC (yield now about 19%) to my current holdings...I also started 'a new position in ADM yesterday' and it is moving upward at this time (late morning, before lunch, is usually the best time of day to buy)...! $tagg...!
Board members...there is 'zero chance' that the ethanol mandate will end because the price of ethanol is now $1.53 a gallon (it was over $2.20 a gallon)...the refineries are making a lot of profit by blending ethanol will gasoline and selling it...E-85 is cheaper, but not anywhere near 70 to 80 cents a gallon...
More, one T-bone steak cost more than two bu. of corn, but it don't take two bu. of corn (112 lb.) to make one steak...a bu. of corn cost $2.90 but a steak can cost over $6.00 each...even fresh ground chuck cost $1.70 a lb. and again two lbs. of ground chuck would cost $3.40 a lb., yet 56 lbs. of corn cost $2.90...
I strongly suggest that smart investors 'buy some ADM stock' as it is the 'world's largest processor of corn' (and not just ethanol)...corn prices will stay low for at least 18 months and ADM investors will profit from it...! $tagg...!
sarge...today, I am now sending more funds into my TD Ameritrade account, the markets may still go lower and I want to be ready to buy (I never do margin as it is like buying stocks on a credit card)...however, this is an outstanding buying opportunity and I plan to take advantage of it...my principal 'is taking a hit', but my average weighted yields are increasing with every additional stock purchase I make....we don't want to get caught sleeping when the markets start 'another climb higher' (probably in November and going into the new year)...! $tagg...!
Board members...I disagree, the profit margins of ethanol 'have increased' because the cost to produce it have decreased (a lot)...corn is now about $2.73 a bu. and ethanol is about a $1.53 a gallon, corn has dropped in price by over 50% but the price of ethanol has not dropped that much percentage wise...ADM is the 'worlds largest processor of corn' and as corn prices decrease their profit margin increase...
It will take a while for the 'inventories of higher price corn' they have on hand, 'to be work off', and then ADM will show a lot higher profits for at least the next 18 months...! ADM is now a 'strong buy' with a bright future because of lower grain prices...! $tagg...!
Sentiment: Strong Buy
Board members...the sanctions are a joke, if the nato member countries 'were serious' they would just 'stop buying' Russian oil and natural gas...the nato countries are trying to 'have their cake' and 'eat it cheaper' (it probably will not work)...! $tagg...!
Board members...I don't want to blow the whistle to soon, but it looks like a lot of my holdings are still doing a nice over all snap-back...at this time, the Dow is down again, but I am up strong again today...today, I am adding more NADL (yield about 17%) as I am still building a new position in it...I am also adding more AWLCF (yield about 33% after fees) as I do not see AWLCF dropping anywhere near 33% in share price over the next year (the current yield will help prop up the share price)...! Not adding any as it is already a core holding, but BDCL (yield over 17%) has been doing a fine snap-back...! What I lack in intelligence, I always make up for in guts, lol...! $tagg...!