Comments on Fund My Mutual Fund: Bookkeeping: Cutting Mosaic (MOS) on 10% Bounce

IMO...The odds of the S&P breaking through a real ...

2008-08-14T14:49:00.000-04:00

IMO...

The odds of the S&P breaking through a real barrier like 1320/1325 are slim.

Momentum is drying up. Volume is low. The "bear market wedge" in the SPX is clearly apparent and financials are signaling "overbought." Time to double up on the SKF...

HAL 9000 might start selling soon. :)

Bob, I saw that yesterday and email it to a few pe...

2008-08-13T17:12:00.000-04:00

Bob, I saw that yesterday and email it to a few people. The funny thing is its mostly true

Yankee, I've been getting killed "holding". Just changing the focus to a more balanced approach. I hope these global growth names can bounce for a week or two but I believe technicals now rule this market and almost everything has a short half life. I'm still sticking to themes or stocks I can live with, i.e. I cannot hold an airline for a 12 month period unless someone can guarantee me oil is going to $65, but finding anything that works for more than a few days in this environment that has good fundamentals is difficult.

You have almost become a day trader, fundamentals ...

2008-08-13T17:08:00.000-04:00

You have almost become a day trader, fundamentals will win out L/T. You cannot analyze the market day to day or week to week, MOS will increase their Div., and increase earnings going forward. When the stock shot up to 163 it was too much to fast, just like GOOG it had to retest, albeit the downside has been overdone.

This will make you feel better:ACME Systematic Lev...

2008-08-13T16:51:00.000-04:00

This will make you feel better:

ACME Systematic Leveraged Macro Momentum Fund LP

Right Mark - and you are hereby dubbed and shall a...

2008-08-13T15:52:00.000-04:00

Right Mark - and you are hereby dubbed and shall always be known as the Knight of Irrational Non-Exuberance :)

lolit is hard not to be with the type of things we...

2008-08-13T15:12:00.000-04:00

lol

it is hard not to be with the type of things we're seeing.

Sorry I'll try to behave and act rational. I'll be an outlier of course.

traderPlease do not get too cynical. It is not goo...

2008-08-13T15:11:00.000-04:00

trader
Please do not get too cynical. It is not good for your health. I enjoy your site too much.

So they matter at $105 but not $155, $150, $145, $...

2008-08-13T15:02:00.000-04:00

So they matter at $105 but not $155, $150, $145, $140, $135, $130, $125, $120, $115, $110?

I see...

Fundamentals do matter, DAP and UREA prices are st...

2008-08-13T15:01:00.000-04:00

Fundamentals do matter, DAP and UREA prices are stable and trending higher, This is a buying opportunity not a time to sell.

slimansort of cute when you talk about fundamental...

2008-08-13T14:55:00.000-04:00

sliman

sort of cute when you talk about fundamentals. As if they matter.

K+S a big european potash company announced earnin...

2008-08-13T14:20:00.000-04:00

K+S a big european potash company announced earnings today which were huge. They stated analysts are underestimating 2009 and 2010 demand for potash. I think good crop report actually helped too.