tag:blogger.com,1999:blog-2335748440449035592.post8839409132335089030..comments2008-09-26T13:14:45.889-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-2335748440449035592.post-78554164571728834812008-09-26T13:14:00.000-04:002008-09-26T13:14:00.000-04:00No I won't add<BR/><BR/>Chinese small caps are like washington mutual right now<BR/><BR/>no one wants them, no one believes in them, and 100% growth rates are rewarded with PEs of 5<BR/><BR/>until that changes there is no reason to throw more money at them. Their fundamentals are completely ignored. If you have a 3 year time horizon and are patient they are great buys here, but you could of said the same 40% higher.<BR/><BR/>Its a risk aversion game right now. Chinese stocks are considered risky. Even Baidu is being punishes and thats one institutions buy.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-7230172399465751742008-09-26T13:06:00.000-04:002008-09-26T13:06:00.000-04:00Mark, do you plan to trim/add your SDTH holding? It keeps going south on increasing volume - though no bad news. What do you think about it?Andreyhttp://www.blogger.com/profile/05628759542290573968noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-88843882263653275422008-09-26T11:53:00.000-04:002008-09-26T11:53:00.000-04:00I don't know on the Kool Aid - been using it on the blog since summer 07. <BR/><BR/>As for the driller comment - it really does not matter. Fundamentals are detached from stock prices right now. Everything is a daytrade. Trying to apply logic has been useless for 3-4 months now.<BR/><BR/>But to answer your question there are long term contracts in place in deepwater drills and Petrobras is trying to lock in supplies 5-6 years out. Not that it matters.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-58248436748418099672008-09-26T11:41:00.000-04:002008-09-26T11:41:00.000-04:00With the possible lift on the ban on offshore drilling, would the drillers be worthwhile in this recent bashing? That's the only glimmer (emphasize glimmer) of positive news in the 'commodities' recently I saw.<BR/><BR/>PS Did you term the 'Kool Aid' analogy? Bill O'Rieley was flipping out, as usual, and used it. Another blog reader????crappyhttp://www.blogger.com/profile/17601884181311375715noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-30828292691992896012008-09-26T11:40:00.000-04:002008-09-26T11:40:00.000-04:00http://www.fertilizerworks.com/fertreport/archives/pdf/2008/TheMarket-092608.pdf<BR/><BR/>Disagree with your purchase of MOS<BR/><BR/>Fertilizer under price pressureyayankeehttp://www.blogger.com/profile/08500359981802753931noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-34991297867833162582008-09-26T11:08:00.000-04:002008-09-26T11:08:00.000-04:00Yep but we knew that<BR/><BR/>IndyMac was not on the list the quarter before it blew up<BR/><BR/>WaMu not on the list the quarter before it blew up despite the market saying "hello! danger will robinson!"<BR/><BR/>Just another inept government institution or is that repetative? ;)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-22266190002292658882008-09-26T10:44:00.000-04:002008-09-26T10:44:00.000-04:00with WaMu I think we have confirmation that the "troubled bank list" is pretty much a joke....jsmckenziehttp://www.blogger.com/profile/14401168418385142075noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-14178681132972865962008-09-26T10:15:00.000-04:002008-09-26T10:15:00.000-04:00complete waste of time is an understatement mark. tis utter chaos out there...colonelreghttp://www.blogger.com/profile/05039487982566128013noreply@blogger.com