Potash Corp./Saskatchewan (POT) Shares Surge After Earnings Guidance

Category: Technical Analysis Tags:
Money for Nothin'
Now look at them yo-yo’s
That’s the way you do it
You play the guitar on the MTV
That ain’t workin’
That’s the way you do it
Lemme tell ya them guys ain’t dumb
That’s the way you do it
Money for nothin’ and chicks for free
Dire Straits
The Department of Energy may not be arranging for any “chicks” but they seemed to be handing out money for free last December when they awarded millions in grants for renewable energy and chemical development.

Category: Fundamental Analysis Tags:
A Non-Profits' Bonfire
Our series continues on the companies and organizations that were awarded grants from the Department of Energy to pursue renewable energy sources. Private investors are left out in the cold on the award given to Renewable Energy Institute International (REII), a non-profit organization. Eventually some of the institute’s technology will find their way into commercial projects - at least that is the idea - and within reach of investors.

Category: Fundamental Analysis Tags:
More On Lessons Not Learnt
Edward Harrison posted James Montier's 10 Lesson's Not Learnt along with a little commentary from Montier on each of the ten. In reviewing the list I had a new thought about number two which was Relative Performance Is A Dangerous Game.

Category: General Market Tags:
Sunday Morning Coffee
Yesterday during the Olympics I spent a little time reading about Karl Popper, seriously, and while no one will confuse me for a Popper scholar I am in a slightly more critical (thinking) frame of mind than whatever is normal for me. With that in mind I stumbled across a couple of things that could be worth thinking about, critically or otherwise.

Category: General Market Tags:
The Big Picture for the Week of February 28, 2010
Another assist today from Market Folly as they review an agricultural fund from Passport Capital. In the report that Market folly published Passport disclosed being up 10.3% in the period reported versus 66.6% for Market Vectors Agribusiness ETF (MOO).

Category: General Market Tags:
India Q4 GDP Slows to 6%, but Government Pledges Deficit Trimming Which Buoys Market
India's still heavily dependent on agriculture economy suffered through a weak monsoon season and GDP came in at only 6% versus 7.9% the previous quarter. [Nov 20, 2009: India's Q3 2009 GDP Jumps to 7.9%, Highest in 6 Months. Stimulus Could be Exiting Stage Right] However, a forecast for higher growth in the current quarter & a government pledge to address the deficit seemed to placate investors - we'll see how those promises work out in due time. For now, words are enough.

Category: Fundamental Analysis Tags:
Top 100 Commodity, Materials and Energy ETF’s

Category: Fundamental Analysis Tags:
Looming Currency Crises
Krugman recently wrote a little on how Europe screwed themselves by going with the Euro. It seems that with the Euro the deflationary spirals will/could last a lot longer than a normal crisis. Not good at all for the global economy.

Category: Fundamental Analysis Tags:
Potash (POT) Beats But Guides Down for Q1 and Full year 2010
I have not been expecting anything particularly strong out of Potash (POT) - it was a lower risk way to play the "weak dollar, commodities must go up as the economic boom returns" thesis. Today's results were so-so, a small beat versus estimates but lowering of guidance for 2010. I had not realized a limit order for our stop loss in Potash had hit yesterday at $107.71, which we had mentioned Tuesday [Jan 26, 2010: Overview of Remaining Material Long Positions] so we only

Category: Fundamental Analysis Tags:
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