aitraders’ Activity

Today

NL

Boards Post

aitraders replied to the Value Hounds board. 5:21 PM

Re: MWE interview...

First, let you folks just read what I've been reading:

Market Realist June 2014, a 9 part report that goes into detail on where and how and with whom they operate:

[more]

NL

Boards Post

aitraders posted to the Value Hounds board. 10:45 AM

MWE interview...

I have talked about MWE in the past. Here is an interview with their CEO Frank Semple.

If you want somebody running your company, how about a mechanical engineer that used to work on a nuclear submarine. A great insight into why Markwest has [more]

Tue Feb 17

NL

Boards Post

aitraders replied to the Value Hounds board. 6:01 PM

Re: Thanks JP Morgan

I looked at Watsco after the Carrier acquisition and for a time afterwards. Later I felt I had missed the boat. But now at 27 PE or so, I just cant bring myself to even consider it.

Just a question, without any deep discovery on my part - do [more]

Sat Feb 7

NL

Boards Post

aitraders posted to the Value Hounds board. 5:19 AM

BIP

Brookfield Infrastructure Partners is one of my favorite companies and most successful investments. Sam Pollock is one my favorite CEO's and capital allocators. Their stock price has increased +10% in the last twelve months, and they just increased [more]

Thu Feb 5

NL

Boards Post

aitraders replied to the Conoco-Phillips board. 1:08 AM

Re: More thoughts on COP....

That is fascinating, because over the last 4 weeks those are exactly the same things that I was looking at.

I think most COP and the dividend will be under enormous pressure for the next 24 months. Of course, as we have seen after 2009 and [more]

Thu Jan 22

NL

Boards Post

aitraders posted to the Freeport McMoran Copper & Gold board. 4:17 PM

Molybdenum

For everyone following FCX, here is an interesting article on State of the Union of Molybdenum:

[more]

NL

Boards Post

aitraders replied to the Messed-Up Expectations Portfolio board. 4:16 PM

Re: FCX - latest developments

Since we are on an FCX thread, I thought you all might find the following article on molybdenum interesting. Apparently, we are talking a triple whammy of oil, copper and molybdenum, although 'molly' just pays for the vending machines in the home [more]

NL

Boards Post

aitraders replied to the Messed-Up Expectations Portfolio board. 9:00 AM

Re: FCX - latest developments

This is humorous. The last time we went back and forth about a company's management was Corporate Executive Board, I believe. I really like hearing your point of view.

However, as back then, I disagree that it has changed the fundamental [more]

Wed Jan 21

NL

Boards Post

aitraders replied to the Messed-Up Expectations Portfolio board. 4:02 AM

Re: FCX - latest developments

p.s. the prep work I was talking about was not Indonesia, but Cerro Verde and, shoot, I forget the other one right now, but they have been expanding capacity to reach 1 billion lbs. of copper/year. Cerro Verde is almost complete and will be coming on [more]

NL

Boards Post

aitraders replied to the Messed-Up Expectations Portfolio board. 3:56 AM

Re: FCX - latest developments

actually, the double whammy this time, the big 'Ding' is that copper prices have dropped dramatically at the same time. However, with the supply and demand metrics of copper over the next 5-10 years, their reaching high grade deposits in Indonesia, [more]

Tue Jan 20

NL

Boards Post

aitraders replied to the Messed-Up Expectations Portfolio board. 3:49 PM

Re: FCX - latest developments

LOL, I think the bad 'Ding' has already come. The settlement, in comparison to the drop of oil prices and copper prices, hardly registered on the meter.

I bought some more at 18.50 and will do it again if it drops there.

I first [more]

Tue Jan 6

Caps Pick

aitraders made a pick in CAPS. 11:35 AM

Ellington Financial LLC Common Shares (EFC) will Outperform the S&P 500

Wed Dec 17

NL

Boards Post

aitraders posted to the Value Hounds board. 2:06 PM

nitrogen fertilizer

can someone tell me where to read about trends in nitrogen fertilizer, or the overall market in general?

I have been following UAN (CVR partners) for a couple of weeks. They have experienced a considerable sell-off in tandem with oil, I dont [more]

Wed Dec 10

NL

Boards Post

aitraders posted to the Value Hounds board. 7:32 AM

MWE

Markwest Energy Partners is an MLP and another one of my favorite companies e.g. they have excellent management, a sound strategy, and a plan for growth in a critical sector.

Therefore, I would like to pass along these two articles that give [more]

Fri Dec 5

NL

Boards Post

aitraders replied to the Freeport McMoran Copper & Gold board. 11:43 AM

Re: NOTES SALE

so, Rock - I would like your opinion.

FCX already has a full 5% allocation in my portfolio. I know what potential this cyclical company holds and that it can just as quickly go back up to 50. However, since I reinvest the dividends, I am not [more]

NL

Boards Post

aitraders posted to the Value Hounds board. 11:39 AM

BIP again

Seems like Brookfield Infrastructure Partners is finding some friends. Because I believe it offers excellent diversification and solid long-term returns, when I see an article or information illuminating it's operating parts I will continue to pass [more]

Thu Oct 23

NL

Boards Post

aitraders posted to the Value Hounds board. 6:04 AM

Coal

Here is an article that I read that will certainly be reprinted/rewritten/reproduced innumerous times in the coming future. I have read similar before many times in the last 7 years, and the 'only' thing that has changed is the success of natural gas [more]

Wed Oct 8

Stock Advisor Boards Post

aitraders replied to the Stock Advisor boards. 11:18 AM

CAPS Stats & Trivia

CAPS Player Rating 68.67
Player Rank 23519 out of 75063
Score 1782.22
Score Change Today -0.79
Accuracy 40.74%
Active Picks 69
Total Picks 139
Best Pick MWE (+615.89)
Worst Pick LYG (-156.73)
Average Score per Pick 12.91
Charms Earned 8
Highest Rated Favorite TMF1000
Go to aitraders’ CAPS page

Boards Stats & Trivia

Three stars, 500 posts
Board Posts 938
Recs Received 2442
People who have rec'd these posts 653
Recs to Posts Ratio (last 30 days) N/A
Threads Started 196
Threads Started Percentage 20.90 %
Most Frequent Board Value Hounds
Very First Post A IVS: Markel post. (11/2/2007)
Percentage of Posts Rec'd 67.16 %
Show aitraders’ 10 Latest Posts