tag:blogger.com,1999:blog-2335748440449035592.post8342551313408492418..comments2008-04-29T10:58:34.621-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-80477445074081948032008-04-29T10:58:00.000-04:002008-04-29T10:58:00.000-04:00praveen,<BR/><BR/>I don't really know what your question is or what you want me to comment on.<BR/><BR/>MOS success is due to weak dollar? Of course. That is why POT which is based in Canada has same success. It obviously has nothing to do with 100%+ year over year increases in their product.<BR/><BR/>Will stronger dollar hit commodities near term? Of course. I've been typing that almost daily for 2 weeks. Does it change anything long term? No.<BR/><BR/>This is why I was selling in the 130s when people were critical of that move.<BR/>Now I hope to buy at 110 or lower. I have a major position because it is among the best fundamental stories out there. I will be holding it today, in 3 months, and in 9 months, and in 15 months. Just a matter of how much. When everyone is happy I will be selling down my position. Now as people get antsy and people tell me about Barron's stories I will be adding.<BR/><BR/>The dollar is due for a technical bounce but if you look at the big picture of the US, the dollar is in for years of trouble. The Federal Reserve is now looking for "alternative" ways to flood the system with new paper money. <BR/><BR/>Again I always find the irony - when stocks are going well no one wants to sell, now when they pull back I begin to hear about all the potential horror stories. Some things never change. I'll continue to build as the stock corrections. Again, hoping for $110 soon. I could care less about the near term hits to the portfolio. I'll be selling in the next wave to $150 where I'll get comments like "why are you selling such a rocketship" just like I got in mid $130s. Etc.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-72884253057447470532008-04-29T10:13:00.000-04:002008-04-29T10:13:00.000-04:00The GAME BEGINGS again, blaming on strong dollar for MOS earnings.<BR/>Barron wrote an article last weeknd. Listed MOS as the number one looser for strong dollar.<BR/>what do you think Mark. You have a large position in MOS.praveenhttp://www.blogger.com/profile/13667970151880837018noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-81279809212056881332008-04-29T04:15:00.000-04:002008-04-29T04:15:00.000-04:00Hi Mark, well put.<BR/>The FED will need to raise rates going forward - killing what little growth there will be. It appears the FED dos not look past 6 months with its actions ("keep it looking good till elections")<BR/><BR/>Regards<BR/>MikeMikehttp://www.blogger.com/profile/14917377335188259257noreply@blogger.com