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February 2011

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16

Everything that you ever wanted to know about the current market for Potash

February 16, 2011 – Comments (4) | RELATED TICKERS: POT , MOS

Potash is a nutrient that helps farmers increase crop yields.  Naturally with the prices of agricultural commodities soaring one would think that the price of things that will help farmers get more bang for their buck would be rising as well.  They are, but slowly.   [more]

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13

The end of a value investing favorite

February 14, 2011 – Comments (8) | RELATED TICKERS: HAWKQ.DL , HERO

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6

An Interesting Merger Arb Play

February 11, 2011 – Comments (2) | RELATED TICKERS: ESV , PDE.DL , SDRL

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16

Shortin' Ain't Easy

February 09, 2011 – Comments (12) | RELATED TICKERS: CRM , NILE , OPEN.DL

In a post the other day I mentioned The Big Picture's Barry Ritholtz's rules for shorting stocks that he has developed over many years of investing.  The first two rules were the ones that really stuck with me:  [more]

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20

Corn and other ag commodities are headed higher again this morning

February 09, 2011 – Comments (0) | RELATED TICKERS: CORN

The bull run for corn and other agricultural commodities looks as though it will continue this morning after USDA lowered its estimate of ending stocks of corn by another 70 million bushels as of Sept. 1 to just 675 million bushels.  The USDA raised its estimate of corn use for ethanol by 50 million bushels and use for corn sweetners by 20 million bushels. This news makes a tight suply situtation even tighter.  [more]

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20

Ethanol Producers May be in Trouble Again

February 08, 2011 – Comments (7) | RELATED TICKERS: GPRE

Ignoring the absurdity of converting an inefficient source like corn to create fuel, I have decided to look at the current economics of the ethanol production business to see if these companies might be a solid investment idea.  There was a great article on the subject over at Seeking Alpha the other day, Looking for a Pure Play in Ethanol.  [more]

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19

Rules for Shorting Stocks

February 04, 2011 – Comments (5) | RELATED TICKERS: OPEN.DL , CRM , RLD

As someone who rarely shorts stocks in real-life, but enjoys doing so here in CAPS I found the following post that Barry Ritholtz just made about his personal rules for shorting stocks over at The Big Picture very interesting.  [more]

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10

Two special situations: a Spin-Off and a Sum-of-the-Parts

February 04, 2011 – Comments (4) | RELATED TICKERS: ITT

I came across two interesting articles on special situations today, onr about an impending spin-off and one about a company that's current share price is significantly less than the value of the sum of its parts.  [more]

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18

Hooray the unemployment rate plummeted to 9.0%!

February 04, 2011 – Comments (7)

Hooray the unemployment rate plummeted to 9.0%!...wait a second, the nonfarm payrolls number only rose by 36,000, 100,000 less than forcast.  Huh?  [more]

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12

Amber Waves of Ethanol

February 03, 2011 – Comments (1) | RELATED TICKERS: CORN

I just came across two articles, one from a coulpe of weeks ago and one newer one, that do a good job at explaining exactly what the government's mandated use of ethanol is doing to food prices.  [more]

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18

Why cattle markets are having a cow

February 02, 2011 – Comments (4) | RELATED TICKERS: MOO

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