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austinhippie (82.37)



Is SODA this year's CMG or GMCR? At least I'm having fun!

January 13, 2014 – Comments (1) | RELATED TICKERS: SODA , GTLS , CMG

Recently I have invested in SODA and GTLS because they seem very similar to how GMCR and CMG were late in the summer / early fall of 2012.  I think of SODA as parallel to GMCR because people wondered if it was a fad that would pass and have its market share taken by competitors. And like CMG, GTLS has some staying and growing power.  All of these cases look to me like irrational Mr. Market moments.  I am grateful for the extra help the Nasdaq shorters gave to driving down the price of SODA today.  It was much more overdone than it would have been if bigger players hadn't gotten sucked in.  It may seem odd to be having fun with this, but then I always did like turbulence on airplanes and roller coasters that go upside down and backwards - some people would say that I have guts of steal when it comes to the market - I just think I have a very long time horizon and I'm enjoying myself. So we'll see how we are doing with these two investments six months and two years down the road.    [more]



Rebalance or Do Nothing? Behavior difference in Taxable vs ROTH

October 08, 2013 – Comments (1) | RELATED TICKERS: MNST , PRAA , PNRA

    An entry from my lonely path - yesterday I sold a bunch of BIDU and SBUX and today I woke up intending to have PNRA, PRAA, BH, REX, MCC, and MNST on my shopping list.  But MNST has taken off and I didn't get the price I wanted on my BH shares, so I am waiting.  [more]



What do you do when you make more from Investing than from your job?

September 26, 2013 – Comments (6) | RELATED TICKERS: PNRA , REX , MNST

     My husband and I are fortunate to have good friends who live elsewhere around the globe and further, that when we get together with them, we feel as though we have never been apart.  There are many traits of European society that we envy very much but right now I am thinking of their attitude towards personal finance.  Our German friend boasts of his salary as though that is normal, because for him, it is.  Back here, in America, I have passed a certain milestone and feel it necessary to keep it to myself.  I feel like I'm about to burst.    [more]



REX American Resources – American as Apple Pie

September 24, 2012 – Comments (0) | RELATED TICKERS: REX , WPRT , DAR

      Companies like Westport Innovations (WPRT) and Darling International (DAR) can help diversify your portfolio into other alternative energy concepts, but they lack the immediate profitability of sales at the consumer level available to us through ethanol today.  And in ethanol, the best choice in the good old USA is REX American Resources (REX).     This small, innovative leader is poised to take over its weaker competitors as the drought looms over them and expert capital allocator, Stuart Rose, CEO, deploys his company’s cash arsenal to shareholders’ advantage.  He boasts 11.2% RoE since 1993 and 24% return on ethanol investments in FY 2011.  Mr. Rose stands prepared to buy out his competitors as they fail, if their equipment meets his high standards.  And his Board has authorized share repurchases.  Both of these uses of cash strike me as good creators of shareholder value.   [more]

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