Here are my current holdings:
[[GOOG]], [[AAPL]], [[PALM]], [[JASO]], [[LDK]], [[GU]], [[WTI]], [[C]], [[UA]], & [[FAZ]] If you enjoy the content at iBankCoin, please follow us on Twitter
Joined Jan 27, 2008
7,405 Blog Posts
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according to the PPT, I will be getting Merc’d.
However, keep in mind most of these positions were bought at lower prices.
Long PKD @ 2.28 for a trade
LDK & GU looking good.
Anybody like/dislike the action in FEED? Looking for a GU type BO any day based on the flag Ragin pointed out…
better start selling
The PPT wins again.
LDK bitches!!!
(applause)
Nice call on LDK Cajun.
EXM on fire after numbers. iwin was all over that in the PPT board room.
Good stuff going on ovah there.
My favorite holdings of yours is UA. You snagged such a deal on that back at the beginning of March. $14-$15, right? Plus, with GOOG and AAPL earnings? Your portfolio is set RC.
no doubt, that GOOG buy at like $280 or something has become an awesome hold RC.
somethin to read, maybe. Some Barron’s thing on IPI tonight:
Intrepid Potash offers “fertile ground” for stable returns, Barron’s reports
Currently trading at $20.78 a share, fertilizer maker Intrepid Potash (IPI) is a broken IPO. Intrepid went public last April at $32 a share. The frenzy for fertilizer companies catapulted the stock to a record high of $76.24 two months later before falling 80% by December. Intrepid’s weakened stock price grossly underestimates the company’s enviable business model, says Barron’s. has no long-term debt and nearly $117M in cash, giving it firm financial footing to weather this economic storm. Robert Jornayvaz, Intrepid’s CEO, says the company has had to adjust to the economic times from running on all cylinders to produce more tons in 2008, to cutting costs in 2009. Even so, he says, the long-term drivers are intact. Analysts surveyed by Thomson Reuters estimate that Intrepid can grow annual earnings per share by at least 30% in 2009 and 2010. The stock looks attractive at 8.7 times forward earnings
Futures looking good: http://bloomberg.com/markets/stocks/futures.html
It’s not exactly selling the PPT, when most of its creators are doing the opposite.
10:02 am:
JP Morgan recommends shorting Urban Outfitters (URBN) and Ann Taylor (ANN