posted
Yup, like FCX a lot, but wondering what copper prices will do if we get into a recession. Will probably take a mid-long term position in FCX and PBR tomorrow. PBR has loads of potential to be a huge winner in 2008 with potential reserves they are exploiting.
-------------------- Disclaimer: Not accountable for anything I say
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quote:Originally posted by stocktrader22: Ace you like PCU or FCX better in the next year?
That's a good question! Their EPS , Stock price, PE ratio are pretty much identical. But PCU has a better divy, which mighit get people to hold there shares through market trouble. It seems like wall street likes FCX better! But I think they will move pretty close to each other.
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quote:Originally posted by stocktrader22: So many good stocks out there for a longer term hold i just dont know what to do between FCX, PBR, BHP, POT, DRYS
I would forget about DRYS...to drop like that, means it isn't something to take as seriously as other stocks. Don't get me worng DRYS may be a good stock. But PCU FCX AAPL GOOG FSLR GRMN FSLR TNH CF MON ....There are so many better choices, that won't drop as bad!
All stocks GOOD stocks will make good moves if you buy and sell with the DOW chart. Buy any good stock when the DOW sells OFF and gets close to RSI 30, and you will make double digit gains. And short the stock that made the biggest percent gains when the dow is over bought (rsi over 70). likr the china stocks, TNH, ACH, any stock that tripples when the dow rallies....short that motha fuc#ker and it should drop about 50%....
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posted
That is generally good advice for sure Ace...I do like you're thinking with that. Those other stocks I do agree look nice, but I'm starting to wonder how much more FSLR can hold up. Also how much more GRMN can increase.
-------------------- Disclaimer: Not accountable for anything I say
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quote:Originally posted by stocktrader22: So many good stocks out there for a longer term hold i just dont know what to do between FCX, PBR, BHP, POT, DRYS
I would forget about DRYS...to drop like that, means it isn't something to take as seriously as other stocks. Don't get me worng DRYS may be a good stock. But PCU FCX AAPL GOOG FSLR GRMN FSLR TNH CF MON ....There are so many better choices, that won't drop as bad!
All stocks GOOD stocks will make good moves if you buy and sell with the DOW chart. Buy any good stock when the DOW sells OFF and gets close to RSI 30, and you will make double digit gains. And short the stock that made the biggest percent gains when the dow is over bought (rsi over 70). likr the china stocks, TNH, ACH, any stock that tripples when the dow rallies....short that motha fuc#ker and it should drop about 50%....
noted...sumpin to that
-------------------- Nashoba Holba Chepulechi Adventures in microcapitalism...
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Anyone have any suggestions or thoughts on what sector will continue its success in 2008 out of those? I'm leaning towards FCX and PBR right now.
Also Ace look at SPRD, they have a new chipset out that they are saying may be used in mainstream cell phones in china. BV at $12 trading at $11, kind of under the radar, could be huge in 2008 IMO
-------------------- Disclaimer: Not accountable for anything I say
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posted
I deffeinatly think fertilizer will be strong for a while (not sure how long) , because so many countries are trying to advance their ethanol program/industry. And to grow corn or what ever they use to grow their chit, they need fertilizer/nitrogen products for assistance!
ETHANOL wll be hot for a while, mabey not so much in the U.S., But deffinatly in other countries! And that's whats making the Fertilizer companies go through mind blowing growth the last few years...look at the charts of some of these chats! It's nuts!
Here is an article!
Fertilizer Stocks Boosted by Global Demand, Ethanol Subsidies
Here is an article about TNH's divy I mentioned before. TNH is my favorite fertilizer stock for that reason, not so much that I care about the divy, but others do! So when the DOW sells off and TNH dips, it bounces hard off it's bottom for the divy and just for the bounce in general!
I love reading articles about stocks, especially montly fool articles, mixed in with PR's at yahoo finance under headlines. Not that I take their main points or arguments in the articles seriously, but they give you good ideas on stocks to study their charts! They usaly only post about hot stocks or sectors! So I ignore their main ideas in the articles, but jot down the ticker symbols!
If you look to the right of any Montley Fool article....you will see a list of their current articles. then you can sort them by most Recommended, Read, Emailed, categories. Like I said, I take their advice with a grain of salt, cause they want you to buy something(their subscription) but they give you great ideas for now and even the future. They put out articles on fertilizer and china stocks 6 months to a year before the stocks realy explode! I read them always! They give me better ideas then IBD, wall street journal, and other poupular news papers or sites. It's short and to the point.....my style! I like to keep things simple!
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posted
Stocktrader...Here is a good Article about "China" "Solar" companies. We all know that China stocks have been Hot and Solar stocks have been hot as well. So it's only natural that China Solar companies are twice as hot! I think some of these will be great stocks to buy and trade when they are oversold! Here's the link....
posted
Thank you Ace for all the information. For some reason I don't like solars just because I feel there is a little too much hype involved.
I did enter CF today, I think a $100 break is coming soon, but its a lagger compared to MOS and POT, but a better value overall. Should hit $125 in the next month or two IMO
-------------------- Disclaimer: Not accountable for anything I say
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Canalys, Symbian: Apple iPhone Already Leads Windows Mobile in US Market Share, Q3 2007
Daniel Eran Dilger In its first full quarter of sales, the iPhone has already climbed past Microsoft’s entire lineup of Windows Mobile smartphones in North America, according to figures compiled by Canalys and published by Symbian. That puts the iPhone ahead of smartphones running Symbian, Linux, and the Palm OS, but behind the first place RIM BlackBerry. The figures mesh with retail sales data already reported by NPD, which similarly described the size of the US market with a 27% chunk bit out by Apple’s iPhone.
Apple’s debut at second place across the entire North American smartphone market region for the third quarter ending in September is particularly noteworthy because the iPhone was only being sold in the US, and is only available through AT&T; all of the other mobile platforms are available to Sprint, Verizon Wireless, and T-Mobile as well as AT&T.
The iPhone wasn’t available in the significant markets of Canada and Mexico, along with parts of the US that AT&T does not service, including much of Vermont, North Dakota, South Dakota, and Alaska. In some of those areas, the Public Service Commission limits competition to just two carriers, such as Verizon Wireless and Alltel in the Dakotas.
iPhone Grabs 27% of US Smartphone Market
Symbian Suddenly Gets Quiet. Market leader Symbian likes to advertise that it leads smartphone sales worldwide, a market that has more than tripled over the last four years. Symbian has regularly posted the latest quarterly statistics from Canalys on its Symbian Fast Facts web page to prove it.
However, Symbian stopped publishing detailed stats this quarter with the launch of the iPhone. Incidentally, the numbers are no longer flattering to Symbian in the North American market, and hint at the big change threatening to hit the charts in Europe at the end of the current quarter.
I found the numbers through Symbian anyway, in a little publicized document designed to boost moral among Symbian backers. It was a fortunate find, because paying for the report from Canalys is expensive and I didn’t want to have to wait another three weeks to to hear Steve Jobs announce the numbers at Macworld Expo.
Symbian Fast Facts Q3 2007
Symbian Still On Top, Just Not Around These Parts. Symbian is jointly owned by Nokia, Ericsson, Sony Ericsson, Panasonic, Siemens, and Samsung. However, there are really three Symbian main platforms: Nokia’s S60, Sony Ericsson’s UIQ, and NTT DoCoMo’s MOAP used in Japan. Each Symbian phone platform requires its own specific software.
Symbian lumps all these together worldwide to make for more attractive numbers; this would be similar to Apple jointly advertising the combined market share of Mac OS X, Linux, IBM’s AIX, Sun Solaris, SCO Unix, BSD, and the various other Unix-like vendors across all desktop and servers sold as “the POSIX market.”
Counted collectively, Symbian’s overwhelming dominance of the smartphone market has remained largely unchanged since 2004. Back then, Symbian held more than half of China and a majority market share in Europe, Japan, Asia, Central and South America (below, in orange). In North America, Symbian was in second place to the dominant Palm OS (below in blue), but ahead of Microsoft’s third place Windows Mobile (below in green).
The North American Changing of the Guard. Symbian prefers to publish worldwide market share numbers to minimize its rapidly shrinking presence in the North American market. Since 2004, Symbian has slid from owning more than a quarter of that market to less than 5%.
Symbian hasn’t been the only loser in North America. After Palm announced plans to license Windows Mobile from Microsoft, its own share has slipped from the top spot toward obscurity. In the last reported quarter, Palm OS smartphones only amounted to less than a tenth of the North American market, ahead of Symbian’s sliver and the even smaller market for Linux-based phones in the US. The top three spots are taken by the RIM BlackBerry, Apple’s iPhone, and Microsoft’s Windows Mobile.
Microsoft initially made slow progress in selling smartphones since it first announced plans to deliver WinCE-based phone software in 2000. Its biggest break came from gobbling up Palm’s market share after the company began selling its newest Treo hardware running Windows Mobile (below, the blue Palm OS is eaten up by green Windows Mobile).
The BlackBerry has rapidly amassed a big enough chunk of the North American and European market to give it a visibly growing profile worldwide over the last three years (below in black). In the Symbian charts below based on Canalys data, EMEA is Europe, Middle East, and Africa, while ROW is the rest of the world.
Worldwide Smartphone Sales. Linux based phones, sold primarily in China and Japan, have consistently outsold Windows Mobile to remain the second largest mobile OS worldwide (above in red). However, Linux based phones haven’t done so well in North America or Europe, and the phones being sold in Asia are mostly closed.
Mac OS X vs Linux: Third Party Software and Security
Apple’s performance in its first three months of being on sale demands the attention of rivals (above, in purple). The company’s highly publicized move into the UK, Germany, and France along with an aggressive price cut towards the end of the third fiscal quarter appears to have doubled the rate of sales and suggests the potential for Apple to claim the third or fourth place in the West–if not worldwide–by the end of the year.
Why Dan Frommer and Scott Moritz Are Wrong on iPhone Sales
Further Embarrassment for Microsoft, Forrester Research. The most recent market share numbers are particularly embarrassing for Microsoft, especially after CEO Steve Ballmer announced in January that Apple wouldn’t capture more than two to three percent of the market and described his own Windows Mobile platform as having or soon acquiring 60 to 80% of the smartphone market.
It should also be an embarrassment for Benjamin Gray of Forrester Research, who just released another report insisting that IT departments shun the iPhone and limit their support to platforms that are dead, dying, or obscure in North America, such as the Palm OS, Linux, and Symbian.
Gray even listed “Windows CE and Windows Mobile” as two reasons why “IT organizations have been stretched to support whatever platforms their employees have brought into the company.” Surely he should know they’re the same thing if he’s writing reports on the subject.
Grey also repeated old myths about remote administration features that Microsoft just released in Windows Mobile 6, and suggested that the iPhone being tied to AT&T would force businesses to “pay for expensive roaming fees rather than switch the phone temporarily to a foreign provider,” as if that would help in a country with incompatible phone networks and subsidized phone contracts that tie phones to providers anyway.
How AT&T Picked Up the iPhone: A Brief History of Mobiles iPhone Price and Profits vs Nokia, LG, HTC, RIM, Palm Using Apple’s iPhone in the Enterprise Analyst: iPhone simply isn’t meant for enterprise - AppleInsider
Smartphone Software Platforms. By next spring, Apple expects to release its iPhone SDK, which will provide official support for third party iPhone applications. While the details of its iPhone development tools are yet to be seen, Apple already manages the world’s second largest and fastest growing desktop platform with Mac OS X.
The development of additional third party iPhone software, which will also work on the iPod Touch, will give Apple’s smartphone even more market power in throughout 2008, and pave the way for it in territories where Apple isn’t yet selling the iPhone but is selling the Touch.
Steve Jobs Ends iPhone SDK Panic
In contrast, Symbian is an aging OS originally developed for PDAs made by the now defunct Psion. Symbian software development is also commonly regarded as complex and difficult, in addition to being fractured between the three major sub-markets, each with its own unique user interface.
Origins: Why the iPhone is ARM, and isn’t Symbian Readers Write About Symbian, OS X and the iPhone
The WinCE operating system behind Windows Mobile is also poorly regarded, and even Microsoft hasn’t done much with it over the last several years. The company rejected WinCE for use in the Xbox after disappointing attempts to use it in the Sega Dreamcast console, and more recently passed over WinCE when delivering the Origami handheld PC form factor, the very application WinCE was designed to fill. Efforts to push WinCE in other applications–from handheld gaming consoles to automotive carputers to iPod rivals to the Mira terminal–have fallen apart and regularly lost big money over the last decade.
The remaining wild card is Google’s Android, which many pundits hoped would rise to defeat the iPhone. Instead, Google delivered the Open Handset Alliance, a consortium of hardware makers using open source development to build interoperable phone applications. That targets Symbian, Windows Mobile, and the existing Linux phones shipped by Motorola in China, rather than the iPhone.
The Great Google gPhone Myth
Number One On the Web, Even vs 3G Phones. Earlier statistics compiled by Net Applications found that more iPhone users were showing up in the web stats it tracks nearly equal to all other mobile web browsers combined; use of the iPhone’s mobile Safari, which had exceeded Windows Mobile use back in September, is now tied with the entire installed base of web browsers in use on Windows Mobile phones, Pocket PC PDAs, the Danger Hiptop, and Nokia’s Symbian Series60 phones combined. Other mobile browsers were statistically irrelevant.
Net Applications’ statistics are based on a composite of web stats compiled from a range of major sites. While mobile browsers only amount to a tiny slice of overall web traffic, the numbers correlate with unit sales of smartphones reported by Canalys for the US market. The iPhone’s browser is likely over represented in web stats compared to its installed base because it works well enough to actually use.
The browser software on WinCE devices, including PocketPC and Windows Mobile phones, is not very practical but there is a minor installed base trying to use it. Some WinCE users might spoof their browser identification to mimic the desktop Internet Explorer, but more likely, they’re actually using their desktop instead of the mostly useless Pocket IE. Browsers on BlackBerry and Symbian phones with their smaller screens aren’t very usable either.
Shouldn’t the fabled 3G networks that are supposed to make every other smartphone on the planet so much faster than the iPhone result in those other phones being used to browse the web more often? MacDailyNews recently linked to a YouTube video created by a German site demonstrating the 3G Nokia E61i struggling to download common pages as fast as the iPhone over 2.5G EDGE.
While 3G networks are faster, the web browsing experience isn’t better if pages are actually rendered slower on a smaller screen. Across the board the iPhone downloaded and completed page rendering seconds faster than 3G competition, and presented a web page that looked like a web page, not an awkwardly zoomed document hiding behind a tiny window.
In addition to the overall sampling of general web stats performed by Network Applications (above), RoughlyDrafted’s own web stats (below) represent a specialized market for readers who can handle more than a paragraph long blurb. Traffic over the last month broke down roughly equal between Windows and Macs, with iPhone users nearly tied with Linux visitors.
quote:Originally posted by Ace of Spades: I deffeinatly think fertilizer will be strong for a while (not sure how long) , because so many countries are trying to advance their ethanol program/industry. And to grow corn or what ever they use to grow their chit, they need fertilizer/nitrogen products for assistance!
ETHANOL wll be hot for a while, mabey not so much in the U.S., But deffinatly in other countries! And that's whats making the Fertilizer companies go through mind blowing growth the last few years...look at the charts of some of these chats! It's nuts!
Here is an article!
Fertilizer Stocks Boosted by Global Demand, Ethanol Subsidies
Here is an article about TNH's divy I mentioned before. TNH is my favorite fertilizer stock for that reason, not so much that I care about the divy, but others do! So when the DOW sells off and TNH dips, it bounces hard off it's bottom for the divy and just for the bounce in general!
I love reading articles about stocks, especially montly fool articles, mixed in with PR's at yahoo finance under headlines. Not that I take their main points or arguments in the articles seriously, but they give you good ideas on stocks to study their charts! They usaly only post about hot stocks or sectors! So I ignore their main ideas in the articles, but jot down the ticker symbols!
If you look to the right of any Montley Fool article....you will see a list of their current articles. then you can sort them by most Recommended, Read, Emailed, categories. Like I said, I take their advice with a grain of salt, cause they want you to buy something(their subscription) but they give you great ideas for now and even the future. They put out articles on fertilizer and china stocks 6 months to a year before the stocks realy explode! I read them always! They give me better ideas then IBD, wall street journal, and other poupular news papers or sites. It's short and to the point.....my style! I like to keep things simple!
I hope stocktrader22 stuck to advice with the fertilizer stocks LoL
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