June Stock Talk III

Check out Hydrogenics (HYGS)....$0.50 on April 24; $1.30 now.

Depeche,

Ive seen that stock for so many years at higher prices..

I just cannot get on board a junk stock like that, or BCON, IVAN, PLUG, or Ballard.

Even though some of them might hang in there, I just dont see what they do for business to develop revenues to justify their market cap..let alone push the stocks much much higher.

Stocks I knew from the old days are ones I have a hard time going back into because I have seen the decimation when the mania dies, and most of them dont have the revenue or cash to last without constant dilution.     

CC,

FSLR is deadly..I am glad you are out of that short, it isnt worth the heart attack.

Gunners,

It has retraced from the highs pretty quick.

You have to be nimble and grab that profit if daytrading..I was shocked at how fast it tanked.

 SKF 

Jeff,

Nice job on IPI, of course I watch it every day since you mentioned it.

I think all these FERT stocks are out of control and like solar stocks I wont go in front of them until they break and then they will be cooked like tech stocks.

POT selling at 52 times earnings

I think it has at least 6 months to go, maybe a year. China might pop after the Olympics and we wont reverse money policy till 2009 at the earliest.

This market is 2002 all over..start up a little, drift around all day and sell off at the close, or at least have dark candlesticks all the time.

Fert pigs and flyers are grounded today..give them a day or two more and it will be snap up time.

  I look at the P/E numbers for fertilizer stocks and they are absurd.

  However, I look at approximately a billion people who now have the money to eat two meals a day, not one...and that in itself is an exponential increase in demand.

 Is the dynamic wealth creation in Asia likely to end soon? I do not think so, in fact, I think it will continue to radically increase. As the West's standard of living declines, eastern economies will continue to lift off, and their numbers will make western markets look like quaint backwaters.

  When these populations not only go to three meals a day and continue to switch to richer diets, I see constantly increasing demands on world food production...