Official Let's Make Some Money Off Stocks Thread
06-19-2008, 02:59 PM
#73
Registered User
Originally Posted by martha,Jun 19 2008, 01:43 PM
Anyone see anything that would explain MOS getting hit so hard today?
SQM was up 7% and then went down to -4% (i think). big swing.
i'm ready to pull the trigger on the ag names once it pulls back.
add more pot, start positions in sqm and maybe mos.
06-19-2008, 03:58 PM
#74
Originally Posted by cthree,Jun 19 2008, 03:42 PM
I'm short RIMM ahead of earnings.
06-19-2008, 10:00 PM
#75
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Originally Posted by ExOdy,Jun 19 2008, 02:59 PM
The ag names got taken out today later in the day.
SQM was up 7% and then went down to -4% (i think). big swing.
i'm ready to pull the trigger on the ag names once it pulls back.
add more pot, start positions in sqm and maybe mos.
SQM was up 7% and then went down to -4% (i think). big swing.
i'm ready to pull the trigger on the ag names once it pulls back.
add more pot, start positions in sqm and maybe mos.
As a reference, say against AAPL where do you think SQM is at. Is SQM 140 AAPL or 200 AAPL?
06-19-2008, 10:09 PM
#76
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Thread Starter
Check this company out. Watch the video. They are printing solar panels with carbon nanotube ink on metal foil at a rate of 100 ft/min with the capacity to do 2000 ft/min. A look at the investor list shows the Google guys in there like pigs in shit. It's how you go from being super rich to being mega super rich.
http://www.nanosolar.com/blog3/#post-14
You can't invest in the company (private, not seeking capital) but damn that's some crazy technology.
http://www.nanosolar.com/blog3/#post-14
You can't invest in the company (private, not seeking capital) but damn that's some crazy technology.
06-19-2008, 10:12 PM
#77
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Thread Starter
Originally Posted by sahtt,Jun 20 2008, 02:00 AM
What makes you think SQM is a good value at these levels? That's always the most difficult portion of analysis for me. I can identify a solid firm and more or less fit it in the bigger picture, but with a P/E that just went from 6X to 75 as of earlier today, when is too high too much to pay? I like the firm itself from the large macro perspective all the way down to the individual sources of income.
As a reference, say against AAPL where do you think SQM is at. Is SQM 140 AAPL or 200 AAPL?
As a reference, say against AAPL where do you think SQM is at. Is SQM 140 AAPL or 200 AAPL?
06-20-2008, 04:59 AM
#78
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Re oil -- hearing ChevTex Escravos production in Nigeria (120mb/d) knocked out by militants. No details on extent of damage or timing to get back on stream. Would expect a pop in oil prices today.
