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Re: None

Wednesday, 09/15/2010 2:21:40 PM

Wednesday, September 15, 2010 2:21:40 PM

Post# of 16584
last shot for cane plays I think is this one coming up starting next week - the last 6 runs are consistently developing it and all have put it between mexico and Florida for landfall. If it falls back into the typical steering pattern, its probably a wait until next year scenario.

http://www.nco.ncep.noaa.gov/pmb/nwprod/analysis/carib/gfs/12/index_slp_su_loop.shtml


Looking at the way NSMG has traded down on peanut $$$, a real gulf risk I think is an easy 5 bagger at the current levels and the way it trades thin (even though it shouldn't be) says real volume could take it higher even. GV also will have a double potential with a Florida hit, BUGS, well, I'm not a fan for it as a hurricane play ever since SSWM was out of the picture, but a gulf hit and I could see a 3-5 bagger still on the oil cleanup/push angle. Also watch IPII if Florida is in play.
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