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Rogue & BobWins.
I highly recommend reading Jim Rodgers "Hot Commodities" and "Adventure Capitalist" books. He is very bullish for Commodities in the next 10-12 years... He set up an index fund in '98 at the low for commodities prices and the start of a bull commodities boom. He thinks, Housing, Equities and Currencies aren't the place to be and that commodities are. Also, believes the actual commodity is a much better value than companies that are engaged in it's production. He has a very good Geopolitical instinct and finds countries and asset classes overlooked.....
GLTA.
Art
UGNE.
Hopefully the last few chances to own prior to "imminent" FDA approval of their nasal calcitonin NDA called Fortical. Approval will trigger milestone payments from Upsher. NJ based Unigene Laboratories has relationships/agreements with GlaxoSmithKline and Novartis for the sale of their osteoporosis medication......apparently you use an inhaler that inserts this calcitonin medication to fight osteoporosis...they are in development of the oral version as well as working on other stuff including a China deal....poised to do something finally....also potential target once it gets approved as companies are buying up patented manugacturing processes and approved drugs.....
My opinion...
Art
XWG,
Sold a large portion that I bought after Master Hweb's recommendation and Bob started the IHUB board...sold a portion to prevent getting burned...but very bullish for Wireless Xaccessories future with next generation PDAs, Ipods, Ipod imitators etc etc....company is well managed. Stock still doing well a few days on the Amex. TGA did terrible the first few days after listing....Specialists seem to want to build an inventory perhaps....not sure what they were thinking with the HPON deal as that company appears to be a major dilutive scammer......
Art
Well,
Just another 'what if' thought....the current 10Yr Treasury Yield Curve is a "conundrum" Per Alan G. As hard as he has tried he has not driven rates up. That is mostly due to the divurgent view of the bond market being more pessimistic of the economy than the Fed. As a result the 10Yr Treasury yield has declined to under 4%....if the Fed stops raising rates then the 10Yr would fall even more.... We could be back into a very low interest rate environment scenario which will exascerbate the Housing phenomena....and thus a mass push for the exits would spiral out of control and effect the rest of the US regional economy.
My opinion is that I will stay in my home despite a mkt correction in housing as I am a long term holder as most are...but the spillover effect of a bursting of the speculative expecation on the regional economy could be quite powerful and impact the dollar, regional jobs, growth in the US and foreign economies that are interdependant....
Art
Len,
Good board!....confluence of events with weak EU and Japanese economies, global free trade issues with China, poor Japan-China relations...huge deficits in trade and fiscal policy...housing bubble, inverted yield curve....continued terrorist threats to global security....N. Korean madment with nukes.....man there are a lot of headwinds out there.....
Art
WIRX-XWG,
I refuse to let these Amex specialists rob me on XWG!! Worse theives than on the OTC-BB.... Since I work I miss a lot of the trading opptys that you guys have..so I end up holding longer than I sometimes should....but often it pays off as I end up having sizable shares of stocks that run....like ERS, SKYT and WIRX....
Giddyup!
Art
Rawnoc.
UGNE....good move...FDA approval soon.....I hope!!
Art
Nice move on WIRX though I thought you were going to hold it to $10!
Art
Koz,
So was 2/3 of the financial community.....
Art
Wade IPII,
I know this is the VM board but why don't you play a 1 or 2 year position in Toll Brothers or Hovnanian to play whats left of the housing boom. I read a good article that pointed out the demographics will keep Home building strong even if the bubblet blows off steam.... as you yourself pointed out the VMs are having some difficulty while the market is rediscovering Larger caps....PEs are good on those as well....
JMHO.
Art
Tbone - BLVKF,
If you don't mind, take a look at BLVKF (Blackstone Ventures) for a long term Nickel Canadian Jr. Mining company. They have a stake in the Norway Falconbridge venture for Nickel exploration. I am in for the long term. Mining has been beat up recently and may be a good time to enter.... these can get very ugly as they require funding for development.....
http://www.blv.ca/s/Home.asp
I guess you would have called buyers chasers each of the 12 days INTC was up.....your sky is falling scenario is getting kind of old Lentiman......it is always wise to be conservative in these times but to look and shape data to prove your viewpoint is misquided....
GLTA.
Art
ABRX,
The News reads like the who's who of Class action lawyers....who has the guts to buy that>>>? Rogue or Man4apenny....are you in>?
Art
Nutsabout Golf (RIO & SYXI)
Thanks. May join you... I just keep reading about how Brazil has lost its edge in leading emerging markets investment returns since it is sometmies too difficult to do business there. So instead of overanalyzing the economic picture........giddyup.
Art
Nuts, SYXI....RIO,
Congrats on your results YTD>...of the last ones that you mentioned SYXI and RIO...which would you say had the best upside potential at this point.....?
Thanks,
Art
ERS
I'm with you...took some advantage of the spike...will buy back somewhat cheaper.... ;)
Thanks, SWB......
Art
Thanks,
I have owned it forever...where I found HWEB and this board. One thing I need to address in my investing is the fact that most of my picks are very micro low floater picks with a few fleas....after years of patience and cleanup they sometimes take off and a whole new set of growth investors or momentum traders buy in...then it is the debate over holding or selling and a lot of times you incrementally sell a very large initial position. When the explosive growth comes you may not be at the table with the same size plate..!!
Art
Knowledge....
What do you make of the ERS situation...? Must be institutional buying today..... I never know when to sell these things....I deal in such dogs and deep value that when one takes off I have a hard time believing it....lol....
Art
man.....ERS moving up strongly again today....woohoo!
Art
BigPike,
ERS usually does pullback after very good earnings...but this time around the earnings were extremely strong and it does look somewhat undervalued despite the good run. I am holding my 'trading' shares until the 2nd week of June where I am convinced they will announce a higher dividend. The Kahn's are the majority 55% holders here and they take advantage of the 15% Tax and pay themselves whenever possible.... after that, I would think there are some other insiders taht may start to file..... GL.
Art
Entirely25,
You are despicable.
Art
KRSYF...Kroes Energy
Very small Jr. Candadian O&G...has had trouble with their Kashtan partner to take over field operations. Also has had trouble acquiring the remaining 55% of Kashtan partnership from Naftogas... I'm thinking these privatization issues get resolved and Kroes can lead the development effort at Lelyaki in the central Ukraine. It looks like they are anticipating a private placement in '05. Similar to TGA way back when I am assuming this will be positively viewed for pps....Bobwins - any thoughts?
Art
Time to get into cash! lol Good luck MSG....
Art
Rawnoc.
I used to drive home from work and see the new bldg XMSR bought cheap in DC thinking what a terrific move to own in that low rent neighborhood....it was $.25 at the time in the depth of the Wireless/Satellite downturn....at the time I thought about buying a boatload but did not think the business model would work...so I missed a terrific opportunity....now that area's real estate is red hot, XMSR is on fire and many are millionaires....but one lesson I learned is that business model works....and I bought a few distressed satellite plays...like Loral and Skyterra very cheap and both have done very well for me.......we all live and learn and hopefully avoid the same mistakes over and over again....
Art
MSGI-ERS,
tough call...I have held ERS for a long long time now. Be careful as it is thinly traded and once these momentum traders may get bored it may flatten or retreat. At that point in early June they should announce an increased dividend. Also, I would think that at some point the majority owners would look to get some liquidity event and sell their interest??? what would you do? Seems to be have excellent growth and potential...
Art
WIRX also very perky today.....listing status must be coming ....
Art
Thx Bobwins & Steeledge...
Art
BobWins- Warrants....
Any good warrant plays you are tracking....miss the RADNW days....
Art
sorry...2nd week.
Art
MSGI,
ERS has announced their dividend on the 1st week of the 3rd month of the qtr for a 2 years now....usually good for 10-20% jump.... ;)
Art
JVA - Coffee Holding Co. Inc. AMEX
Bought some coffee this morning.......
profitable, recent AMEX IPO. NY Coffee importer/roaster/wholesaler sells wholesale green coffee, their own label as well as private branded labes to supermarkets etc. Strong revenue growth 37% last quarter... stable O/S...4M looks like good management. Also, with the dividend law the way it is the two owners may pay themselves at 15% vs the full personal income tax rate......
Concerns: relatively high multiple and do not seem to be able to substantially increase their Net Margins.......Also, I am no genius like some on this board, so I am unsure regarding the impact of commodity prices on their ability to pass those thru to the customer in a timely manner......but this is the value board....
Art
http://www.coffeeholding.com/
http://www.amex.com/
Aluminum producers/wholesalers etc took a hit last week as the dollar rose and commodities fell...Alcoa got crushed....that being said this small co. was able to do well...sometimes being in the value microcap keeps us out of the larger macroeconomic hurricanes....
Art
Hweb/Knowledge,
ERS terrific qtr....usually pulls back though to some higher base of support for the next Q..... was very impressed with their ability to maintain Margins with the increase in global aluminum prices. Very impressive. Hopefully the Kahns (56% controlling interest) will increase their dividend in late May.
Art
Yes. There are other factors at play here....well accounted for by Entirely25...
Art
I respectfully disagree with you....there is a a large market that will buy the cheapest available and not buy the well known brand. The target market is extremely price sensitive.
Art
amazing run for WIRX....what do you think at this point Raw?
Art
WIRX,
Getting perky.....any view on when they may announce a major listing? I have been burned by Amex listings in the past...as I think Amex specialists play some initial games at setting a market price....I avoid it like the plague once announced....
Art
BobWins - Krsyf.
Not an expert on O&G like most here but they have identified some production/share issues with a state run venture which has stalled some of their wells. They are forthright in identifying them in the Sedar filings. I think this will get resolved. I view this as a very long term opportunity given their recent development announcements... might be too small though to take complete advantage of democratization and privatization of the Ukrainian O&G plays. Still very small holding of mine compare to other Hweb/BobWins celebrated calls. Like you it is too hard to make a big bet if you are not completely convinced, then kick yourself when it works out. I do feel good though about picking TGLEF independantly of the O&G gurus of this board...lol
Art
Bobwins - KRSYF.
You should stick with your other Canadian Jr. pick.. Kroes...KRSYF....I am beefing up that position. EGY is terrific and undervalued but I think Ukrainian privatization and potential for Kroes to own the rest of the JV is ahead.
Art
Yes. You are absolutely correct. It will happen here to, I do not want to mislead anyone....but I was just pointing out that some do rebound or are used as a shell for another business model. For example. HPON's deal with Wintec and Wireless Accessories (WIRX) WIRX has quadrupled in price and may look to expand by acquiring etc..... HPON's managment may not be believable but if they have a semblance of a going concern the whole bar could be reset with the stroke of a pen....this is good space they are in...just ufortunate it appears to be Entirely(25) a scammer...lol.
Art
RRRR reverse split after the bubble and re-emerged as SKYT Skyterra communication....SKYT went from $.10 - $40.0 ... Still very small amount vs the RRRR height of the bubble....
Sometimes these sit on the shelf for a while until someone opens the jar...
Art