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tx 10bagger yr Ideas are alway's welcome..solid plays..it's a pitty I didn't buy yr ALY way back when you were pounding on the table...- $4/Share
good luck with your investments...& life
RR
Pmaca, I'm still in PAR.OL & DNO.OL I did sell a part of my PAR.OL's in the 100's...which was more or less a act I had to do after that marvelous run from Pre-Split NOK 30--> after split NOK 110..still feeling pretty comfortable holding those two in my portfolio...for reasons I already told you before..DNO.OL is my largest position right now..and I won't change it for years I guess...unless there's a war in the Middle-East lol..
good luck,
RR
Bought myself a position in LOJN at $ 19.8 today..probably a safer play than NAUG
Solid player in this field ..
RR
I might tip my toe in Goldfields : GFI again..but for the moment I put it on a hold..eom
RR
BVN Goldbug nr 1 leading the pack amongst the Big caps again..up 4% eom..
RR
can't figure out why GP & WY are up more than LPX in the last few day's anyway I'm not complaining offcourse since I hold calls in these ones..
Good luck,
RR
Looking good for another major Gold Nugget-run in BVN...throw the beef & the dynamite I'm in a total different ball game now...avoiding oil & gas..made my big stack in that area already...The Easy doublers, tripplers ,....period in this area is history imho..time to change course...just the same dippy crippy change I did with gold & silver two years ago..now big on all Hurricane related stocks especially in Lumber (OSB, plywood, Roofing, panels..., lumber), Cement, Construction-repair Industry & last but not least a 10% position in the Gold Nugget Area..
Lentinman,
I didn't change course on a coinflip I was more or less in a big cash position and was about to leave the market for a few months ...but after the hurricane I'm more or less back in full force..went from 60% cash-->15% now...Just looked at the aftermath stats from Hurricane Andrew which was a Leprechaun vs Katrina...so within a few weeks, months or quarters my candidates in this new flavored portfolio will be ready for a launch in Northern Territory...
Best of all I don't have to worry about a market crash either...since most of my new stocks will score monster earnings..in a 1-5 yr timeframe...
good luck,
RR
DNO.OL : Oil Search reports that as at 0600 hrs Yemen time (+4 hrs GMT) on 14
September 2005, the Nabrajah-8 well was at a depth of 824 metres. The
13 3/8” casing has been set and the well is preparing to drill ahead in a
12 ¼” hole. Progress for the week was 744 metres.
Nabrajah-8 is the first well in the Nabrajah Basement
appraisal/development programme. The Nabrajah-8 well is located 1.6
kilometres east-north-east of Nabrajah-5 and will be drilled as a near
vertical well. The objectives of the well are firstly, to delineate the height
and lateral extent of the oil column encountered by Nabrajah-5 by drilling
up to 1,000 metres into the Basement formation, and secondly, to provide
data on the lateral and vertical characteristics of the Basement fracture
system.
The participants in the Nabrajah-8 well are:
DNO ASA 56.67%, operator
Oil Search (Yemen) Limited 28.33%
The Yemen Company 15%, carried
Total 100%
BVN is my top-pick in this sector...crusading through a new high at this very moment..eom
RR
I thought that we could discuss other value companies also overhere..no matter how big there marketcap is..well looks like I replaced ASPN for LPX on time..like I said micros can go down sharply..
only losing a little normally I would lost a ton on that position..now it's safe and cooky..lol
RR
SVLF looks more like a casino stock ..with that amount of debt in the banc one should wonder if they will ever overcome the sword of damocles hanging above there headz..
RR
neither value give me a break..lol eom
FNF leading the pack in my portfolio today.eom
there's a saying buy before the rest jumps into it..the start is alway's hard but once the action goes through the roof fasten those seatbelts..LPX is profitable with OSB at -50% where it is now and let's not forget they are the world leader in this product/having the best possible location to supply the market and there's a shortage for this product...Oil & the other commodities already had there big run now it's time for the Lumber Companies to go ahead and lead the race..imho..buy calls in WY & GP a huge position in LPX & for gold I have BVN..as the favorite probably the cheapest gold company available right now..
RR
Looks good for LPX shareholders OSB price increased with 50% in just a month ..the only commodity in the market with this amount of growth and still we're trading at these low levels if this was a gold stock or Oil stock it would already double in price..
http://www.edc.ca/docs/ereports/monitors/cpm/commpric_e.pdf
lock & load buy them cheap..
GO LPX
RR
Bought myself some calls in WY & GP..good luck with those positions..eom
Probably the only Oilstock I like for the long term..based on there potential Oilreserves in the future... and that's what this is all about..so I don't have to worry about the oilprice..in the meantime
good luck,
RR
k DEL & UFPI they both look overvalued compared with LPX have more or less the same earnings but are valued twice that high..
RR
ot: which ones ranked 1 & 2? eom
Script from: Building Materials Outshining Paper in Wall Street Transcript Forest Products Report
Wednesday September 14, 8:23 am ET
so building materials has a much better outlook as a business.
TWST: Given this generally positive demand outlook, what are you telling investors to do in this space?
Mr. Chercover: I'm telling investors to be selective. Some of these companies are in better shape than other companies and have more exposure to the right types of product. The good times probably won't go on forever, but by the same token, there are some companies that seem to have a very good outlook.
TWST: Who's at the top of that list at this point?
Mr. Chercover: I still think that Louisiana-Pacific (LPX) is well poised to benefit from the housing cycle over the next several years. In the recent quarter, they have demonstrated that some of their other smaller businesses are also capable of making a contribution. While housing might not stay at 2 million starts per year, it's still going to be pretty good for LP. This is one way to play housing without buying the homebuilders directly.
Georgia-Pacific (GP) is a second one that comes to mind. They have demonstrated that they have a very good business mix between building materials and consumer products. The nice thing about their building material business is that they have more exposure to commercial construction than any of the other names on my coverage list. If and when residential housing cools off a bit, normally you'll see the slack picked up by commercial construction. GP's Gypsum business caters to commercial construction and is absolutely firing on all cylinders at present.
RR
re: KG sold it at around $ 15.55 recently..
RR
Well 15%-->LPX 13% ELK
I most of the time work with a few hammer stocks which are more or less sure things for the win-win situations..so I don't have to worry that these stocks can fall with 10-30% in one day ..well for some reasons this hurricane situation gived my portfolio a new Boost...rotating cash back in stocks
James Cramer is also high for these kind of stocks....
Weyerhaeuser Stands Tall in Lumber Yard
By James Cramer | Read bio
About this article:
Three lumber companies stand out as possible buys on the spike caused by the rebuild after Katrina. Plum Creek has a 4% dividend, and Georgia-Pacific is a crowd favorite. But the best of the lot is Weyerhaeuser, which is selling at less than 1.5 times book value.
But I don't agree with his opinion..LPX is the favorite imho..little known that's how I like them offcourse..
RR
I'm not saying that stocks like LPX or ELK will be sky high flyers but with big positions you can achieve the same results than with stocks which are imho loaded with more risk nowaday's especially in the microcap area... Doesn't take a genius to know prices for Lumber, OSB, Plywood & Roofing products will be skyhigh..within a few months..there's already a shortage in the market right now...
Let's keep it simple I prepare myself loading stocks up for this major event within a few months...
good luck,
RR
Well sold another chunk of ASPN's from the open untill now in small pieces now holding 20% of what I once had
Bought myself another shitload position in LPX with that money..
go with the flow,
good luck
RR
re: Poboy best thing to do is buy sure things without much risk that's what I do now..moving in super safe value tactics..is the best thing one can do right now..
check out the lumber price/-->skyrock
http://www.futuresource.com/charts/charts.jsp?s=LBU05
RR
ELK is another super safe value stock which can be bought en masse..they already have a huge backlog and working 7/7 to meet current the demand...what gives price for roofing products will skyrock..imho
ELK & LPX are my biggest positions in the US right now..
RR
thank you big chief bobwins!
RR
ASPN it's a plane it's a train it's a tenbagger !
RR
re: JAn H A..PAR ->He was responsible for the first capital raise..bought most of the shares presplit at NOK 20 so he had a massive gain so far in only a few months...fundamentally nothing changed with the picture unless you think oil goes below $ 20 per barrel...
RR
Jan Haudemann Anderson sold for 200 Mil Kroner Shares today...
well I'm still holding 50% of my initial investment overhere...
good luck,
RR
Pounding on the table for LPX:
NOt really a microcap but for a few reasons this is a must have for all portfolios can easily be bought with massive amounts like i did recently...
Compared with peers like WY & GP
LPX looks to be in the best possible situation right now:
* Zero-debt - cash vs Peers who have a huge amount of debt in the books
* Lower PE vs Peers which are trading at PE's 13
* Huge Sharebuyback program
* Huge backlog in the c'ing years for there products..which is a win win situation..
* trading close to bookvalue..
Won't take long anymore before wall street spots this one on there list...should already trade at $31-$35 per share imho..
buckle up and prepare for a ride
RR
LPX: Entry into Material Agreement
Item 1.01. Entry into a Material Definitive Agreement.
As announced, on August 24, 2005 the Company entered into an agreement with Goldman, Sachs & Co. ("Goldman Sachs") to purchase shares of the Company's common stock for an aggregate purchase price of $150 million pursuant to a private transaction in connection with an accelerated stock buyback program. Pursuant to the agreement, the period for determining the minimum and maximum number of shares to be purchased ended on September 8, 2005. The minimum has been set at approximately 5.4 million shares and the maximum has been set at approximately 6.3 million shares. Goldman Sachs delivered approximately 4.5 million shares to the Company on August 24, 2005 and is expected to deliver to the Company approximately 0.9 million additional shares on September 13, 2005. Additional shares may be delivered to the Company at the end of the program, depending on the price of the Company's shares during the remainder of the program, which is expected to conclude in February 2005.
Here's the last presentation from DNO for those who are interested in the Power of the next gorilla..in the oil sector..
http://hugin.info/36/R/1009083/156155.pdf
RR
LPX wonder how long it will take untill these kind of stocks are ready for a period in northern territory another one I own in this sector is WY..
Southern US is in need for OSB, plywood in the next few years....
Is a stock for those chickens out there who are afraid investing money in the market no harm can done buying at this punished price imho..
RR
It's listed in Oslo: DNO.OL..eom
I can already see the fire burning in DNO's shareprice if we take a look at today's volume next week could be Rollercoaster time..!
Fasten those seatbelts when it happens...
RR
ot: bobwins, maybe I should take another vacation can sure use one ! & no harm was done with anyone in the house (wife, animals..) only material damage so no problemo..
good luck,
RR
re: DNO..if they reach let's say half of there projections in 2011 you can multiply the shareprice with at least 10..that's why they did that big share split recently 4 : 1 knowing that it was going to be needed
gl
RR
DNO-news from Oil search:
DRILLING REPORT – 8 September 2005
WELL NAME: Nabrajah-8
Oil Search reports that as at 0600 hrs Yemen time (+4 hrs GMT) on 7 September 2005, the Nabrajah-8 well was at 80 metres and drilling ahead in a 17¾ inch hole. During the week, ZPEB Rig 908 was rigged up and the well was spudded at 2100 hrs on 6 September.
Nabrajah-8 is the first well in the Nabrajah Basement appraisal/development programme. The Nabrajah-8 well is located 1.6 kilometres east-north-east of Nabrajah-5 and will be drilled as a near vertical well. The objectives of the well are firstly, to delineate the height and lateral extent of the oil column encountered by Nabrajah-5 by drilling up to 1,000 metres into the Basement formation, and secondly, to provide data on the lateral and vertical characteristics of the Basement fracture system.
The first phase of the Nabrajah Basement appraisal/development programme will comprise four wells drilled back-to-back. Nabrajah-8 will be followed by Nabrajah-9, located on the southwest flank of the field. Locations for Nabrajah-10 and 11 will be finalised based on results from Nabrajah-8.
The participants in the Nabrajah-8 well are:
DNO ASA 56.67%, operator Oil Search (Yemen) Limited 28.33% The Yemen Company 15%, carried Total 100%