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we could get a ride in the rolls royce 
OFFICIAL STOCK MARKET & ECONOMY THREAD VOL. SCHOOL'S OUT
- Thread in 'General' Thread starter Started by dey know yayo,
- Start date
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got a text early in the morning about shorting LMT because of an oncoming lawsuit.
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I want to say LMT has doubled in just about 2.5 years if I remember correctly in winter of 2011 it was 76$. Have been seeing that steadily climb.
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we could get a ride in the rolls royce
I never had a problem with dude though. Gave some solid advice and some good leads. Not to say he wasn't shady as F behind the scenes
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we could get a ride in the rolls royce
I never had a problem with dude though. Gave some solid advice and some good leads. Not to say he wasn't shady as F behind the scenes
Same here. He just pops up in my mind when finance and New Jersey are mentioned.
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Anybody else believe in the "sell in May and go away" theory?
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MDCN looking like a real turd at 1.91 w some big selling volume past few days. No position yet, but I may take a starter, not sure since the chart is beat. NITE has 4,000 shares on the bid at 1.90 
Edit: I think NITE just canceled his bid. Yeah, if there isn't an article coming out this weekend, I think this keeps selling off on Monday.
Edit: I think NITE just canceled his bid. Yeah, if there isn't an article coming out this weekend, I think this keeps selling off on Monday.
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SQNM
AAPL flagging out nicely as I anticipated, see earlier comments about RSI, which is still overbought but higher consolidation is bullish. Some calls could pay nicely. Chart update http://tos.mx/pLWjUR
19th or 26th is good for me
AAPL flagging out nicely as I anticipated, see earlier comments about RSI, which is still overbought but higher consolidation is bullish. Some calls could pay nicely. Chart update http://tos.mx/pLWjUR
im free on mondays as well. it doesnt have to be this week. maybe sometime this month? il bring my friends as well, they got the global politics game on lock
19th or 26th is good for me
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ice city fc
Banned
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I've been looking heavily at the desalination business in the Carribean the past month. Could be some great long term plays out there.
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^Got any tickers worth looking into? Bored and in the mood to look at some charts.
Edit, Bulls on Wall Street is having a webinar on Sunday open to everyone.
http://bullsonwallstreet.com/sunday...al&utm_source=twitter.com&utm_campaign=buffer
Edit, Bulls on Wall Street is having a webinar on Sunday open to everyone.
http://bullsonwallstreet.com/sunday...al&utm_source=twitter.com&utm_campaign=buffer
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ice city fc
definitely interested in that ideaSome companies I found ERII, TTEK, CWCO
Good read here http://securitysolutionswatch.com/WaterSolutions/
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ice city fc
Banned
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CWCO was the first one on my mind.
VE is another one I'm interested in. It's a french company but they're very active in the Caribbean.
VE is another one I'm interested in. It's a french company but they're very active in the Caribbean.
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CWCO monthly chart http://tos.mx/MP6qGl looks good to me; bull flagish. The offer a .30/year dividend and the company has been operating for 40 years. This is one for long long term imo. Going to add some to my IRA account. Volume is eh tho.. prob tougher to get filled. 14.5mm shares outstanding
VE monthly http://tos.mx/9ueZyS looks like a rounded bottom. I found they offer a dividend in Paris but didn't find any info for NYSE. This one has 550mm shares outstanding
WTR interesting chart also http://tos.mx/ZRK5CC
VE monthly http://tos.mx/9ueZyS looks like a rounded bottom. I found they offer a dividend in Paris but didn't find any info for NYSE. This one has 550mm shares outstanding
WTR interesting chart also http://tos.mx/ZRK5CC
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fwiw Barron's has an article in today's paper about water.
The Many Ways to Tap the Water Boom
The Many Ways to Tap the Water Boom
May 3, 2014
The S&P Global Water index has returned 12.1% on average over the past three years, beating the 9.5% return for the broad S&P Global 1200, but falling short of the 13.9% return for the U.S.-focused Standard & Poor's 500 index.
The opportunity may indeed be more compelling than recent returns suggest. Water infrastructure is crumbling in the U.S., but municipalities have delayed spending to help balance their budgets. That has created enormous pent-up demand for pipes, pumps, and wastewater-treatment gear, and water main breaks are now occurring more frequently from San Francisco to Milwaukee to Springfield, Mass. In emerging markets, growing middle classes are consuming more water-intensive goods like meat, and clamoring for things Americans take for granted, like the ability to draw a clean glass of tap water.
The problem with theme investing, however, is that some key factors that drive stock returns have nothing to do with the themes. Chief among these is valuation; the price an investor pays is easily as important to long-term returns as what he buys. The S&P Global Water index recently traded at 23 times trailing earnings, versus 18 times for the S&P 500. Investors with a thirst for water exposure must be careful not to pay too much. Promising names include Rexnord (ticker: RXN), HD Supply Holdings (HDS), American Water Works (AWK).
Enlarge Image
Stuart Goldenberg for Barron's
Our blue planet holds plenty of water, but only 2.5% of it is fresh. The amount of fresh water has fallen 35% since 1970, as ground aquifers have been drawn down and wetlands have deteriorated. Meanwhile, demand for water-intensive agriculture and energy is soaring. Overall water demand is on pace to overshoot supply by 40% by 2030. Water scarcity will damp long-term economic growth unless governments spend more to recycle wastewater, turn salt water into fresh, and build smarter plumbing. BofA therefore expects companies that meet these needs to deliver outsize growth for many years.
BUT INVESTORS MUST PAY attention to other factors, too. For example, now is a good time for stock buyers to turn their attention from pumps to plumbing, says Matt Sheldon, manager of the Calvert Global Water fund (CFWAX), which has returned 12.9% a year over the past three years, ranking among the top 2% of natural-resources funds, according to Morningstar. A boom in hydraulic fracturing of oil and gas reserves over the past decade sent demand for pumps soaring, and provided outsize returns for companies like Flowserve (FLS). Its stock price has multiplied 10 times over the past 10 years. But growth there has slowed and shares look fully priced. Flowserve is expected to increase its revenue by less than 4% this year, and its shares go for 19 times this year's earnings forecast.
Meanwhile, a rebound in the U.S. housing market should drive improving results for companies that sell plumbing systems to builders and municipalities. Sheldon likes Rexnord, which makes valves, floodgates, backflow preventers, and other water products. Its revenues are expected to increase by 7% this fiscal year, which runs through March 2015. Its shares go for 16 times earnings.
Enlarge Image
HD Supply, an 8% revenue-grower, sells a broad line of building and maintenance supplies, and is seeing particularly brisk growth from its waterworks division. The company, a former unit of Home Depot, went public and swung to a full-year profit last year. Shares go for 20 times this year's earnings forecast, but earnings are still ramping up quickly from a low base. The price/earnings ratio drops to 13 based on next year's forecast and to less than 10 based on 2016. Last August we wrote that shares were poised for 20% upside over the coming year (Aug. 12, "The Home Depot of Commercial Construction"). They're up 11% since then, on par with the S&P 500.
Utilities offer another way into water. American Water Works is the largest investor-owned water and wastewater utility in the U.S., with customers in 40 states. For utilities, aging water infrastructure represents not only a future cost, but a future profit. That's because regulators allow them to invest in infrastructure at handsome returns on equity, and in many states, if realized returns fall behind projected ones, utilities can top them up with customer surcharges. American Water Works is expected to increase its revenue by 7% this year, and shares sell for 19 times this year's earnings estimate. Janney Capital Markets cites the stock as a favorite utility in part because of the potential for stable and rising income. Shares yield 2.7% and management links its payout to earnings, which Janney predicts will grow 7% to 10% a year over the long term.
Enlarge Image
China represents a top opportunity for water investments in emerging markets, says BofA. In China, all those coal-fired power plants account for 20% of total water consumption, and that figure could rise to 40% over the next decade. Beijing Enterprises Holdings (392.Hong Kong) has a hand in water treatment and sewage, along with toll roads, beer, and gas pipelines. Its shares go for 18 times this year's earnings forecast. That looks inexpensive compared with its projected revenue growth of 16% this year and 21% next year.
EMERGING MARKETS STOCKS aren't the only way to invest in emerging markets, says Andreas Fruschki, manager of the AllianzGI Global Water fund, which ranks among the top 6% of natural resources funds for three-year performance, according to Morningstar. Fruschki's fund has only a 10% stake in companies based in the emerging markets; he prefers to invest in those markets through global companies that sell there. Danaher (DHR) was recently the fund's top holding. It's an acquisition-driven company that focuses on niche markets, and has a hand in water analysis and treatment, test equipment for electronics and medical research, and more. Revenue is expected to grow 5% this year. Danaher shares go for nearly 20 times this year's earnings forecast, but earnings understate the amount of cash the company generates because of charges related to past deals. Shares go for less than 17 times this year's projected free-cash flow.
The S&P Global Water index has returned 12.1% on average over the past three years, beating the 9.5% return for the broad S&P Global 1200, but falling short of the 13.9% return for the U.S.-focused Standard & Poor's 500 index.
The opportunity may indeed be more compelling than recent returns suggest. Water infrastructure is crumbling in the U.S., but municipalities have delayed spending to help balance their budgets. That has created enormous pent-up demand for pipes, pumps, and wastewater-treatment gear, and water main breaks are now occurring more frequently from San Francisco to Milwaukee to Springfield, Mass. In emerging markets, growing middle classes are consuming more water-intensive goods like meat, and clamoring for things Americans take for granted, like the ability to draw a clean glass of tap water.
The problem with theme investing, however, is that some key factors that drive stock returns have nothing to do with the themes. Chief among these is valuation; the price an investor pays is easily as important to long-term returns as what he buys. The S&P Global Water index recently traded at 23 times trailing earnings, versus 18 times for the S&P 500. Investors with a thirst for water exposure must be careful not to pay too much. Promising names include Rexnord (ticker: RXN), HD Supply Holdings (HDS), American Water Works (AWK).
Enlarge Image
Stuart Goldenberg for Barron's
Our blue planet holds plenty of water, but only 2.5% of it is fresh. The amount of fresh water has fallen 35% since 1970, as ground aquifers have been drawn down and wetlands have deteriorated. Meanwhile, demand for water-intensive agriculture and energy is soaring. Overall water demand is on pace to overshoot supply by 40% by 2030. Water scarcity will damp long-term economic growth unless governments spend more to recycle wastewater, turn salt water into fresh, and build smarter plumbing. BofA therefore expects companies that meet these needs to deliver outsize growth for many years.
BUT INVESTORS MUST PAY attention to other factors, too. For example, now is a good time for stock buyers to turn their attention from pumps to plumbing, says Matt Sheldon, manager of the Calvert Global Water fund (CFWAX), which has returned 12.9% a year over the past three years, ranking among the top 2% of natural-resources funds, according to Morningstar. A boom in hydraulic fracturing of oil and gas reserves over the past decade sent demand for pumps soaring, and provided outsize returns for companies like Flowserve (FLS). Its stock price has multiplied 10 times over the past 10 years. But growth there has slowed and shares look fully priced. Flowserve is expected to increase its revenue by less than 4% this year, and its shares go for 19 times this year's earnings forecast.
Meanwhile, a rebound in the U.S. housing market should drive improving results for companies that sell plumbing systems to builders and municipalities. Sheldon likes Rexnord, which makes valves, floodgates, backflow preventers, and other water products. Its revenues are expected to increase by 7% this fiscal year, which runs through March 2015. Its shares go for 16 times earnings.
Enlarge Image
HD Supply, an 8% revenue-grower, sells a broad line of building and maintenance supplies, and is seeing particularly brisk growth from its waterworks division. The company, a former unit of Home Depot, went public and swung to a full-year profit last year. Shares go for 20 times this year's earnings forecast, but earnings are still ramping up quickly from a low base. The price/earnings ratio drops to 13 based on next year's forecast and to less than 10 based on 2016. Last August we wrote that shares were poised for 20% upside over the coming year (Aug. 12, "The Home Depot of Commercial Construction"). They're up 11% since then, on par with the S&P 500.
Utilities offer another way into water. American Water Works is the largest investor-owned water and wastewater utility in the U.S., with customers in 40 states. For utilities, aging water infrastructure represents not only a future cost, but a future profit. That's because regulators allow them to invest in infrastructure at handsome returns on equity, and in many states, if realized returns fall behind projected ones, utilities can top them up with customer surcharges. American Water Works is expected to increase its revenue by 7% this year, and shares sell for 19 times this year's earnings estimate. Janney Capital Markets cites the stock as a favorite utility in part because of the potential for stable and rising income. Shares yield 2.7% and management links its payout to earnings, which Janney predicts will grow 7% to 10% a year over the long term.
Enlarge Image
China represents a top opportunity for water investments in emerging markets, says BofA. In China, all those coal-fired power plants account for 20% of total water consumption, and that figure could rise to 40% over the next decade. Beijing Enterprises Holdings (392.Hong Kong) has a hand in water treatment and sewage, along with toll roads, beer, and gas pipelines. Its shares go for 18 times this year's earnings forecast. That looks inexpensive compared with its projected revenue growth of 16% this year and 21% next year.
EMERGING MARKETS STOCKS aren't the only way to invest in emerging markets, says Andreas Fruschki, manager of the AllianzGI Global Water fund, which ranks among the top 6% of natural resources funds for three-year performance, according to Morningstar. Fruschki's fund has only a 10% stake in companies based in the emerging markets; he prefers to invest in those markets through global companies that sell there. Danaher (DHR) was recently the fund's top holding. It's an acquisition-driven company that focuses on niche markets, and has a hand in water analysis and treatment, test equipment for electronics and medical research, and more. Revenue is expected to grow 5% this year. Danaher shares go for nearly 20 times this year's earnings forecast, but earnings understate the amount of cash the company generates because of charges related to past deals. Shares go for less than 17 times this year's projected free-cash flow.
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Handful of momentum stocks with earnings next week. Personally keeping an eye on FEYE, FSLR, GRPN, CZR, ICPT, TSLA, Z, REGN, SRPT, SSYS
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AAPL strong uptrend today.. looking like it has the juice for 600 break
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golds move on the asian markets.
gold st capital
Banned
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still here getting to the money.
I like TRIP into earnings, I'm in the position heavy (8,000 shares at 82.95)
lol at shady.
I wish you all the best
shout out to the 2 NT'ers that work for me they are getting money
I like TRIP into earnings, I'm in the position heavy (8,000 shares at 82.95)
lol at shady.
I wish you all the best
shout out to the 2 NT'ers that work for me they are getting money
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^ Well damn.
For tomorrow's AH ERs:
- FEYE: Taken a beating the last two months. From 97 to to 40 now :x
- GRPN: Just doesn't appear to be a sound business model anymore.
- FSLR: If the Chinese solars are of any indication, demand for panels are dropping. Not that technicals mean very much with ERs, but is this considered a bull flag?
- WFM: Lots of bearish bets with some downgrades as of late. Chart is just ugly.
For tomorrow's AH ERs:
- FEYE: Taken a beating the last two months. From 97 to to 40 now :x
- GRPN: Just doesn't appear to be a sound business model anymore.
- FSLR: If the Chinese solars are of any indication, demand for panels are dropping. Not that technicals mean very much with ERs, but is this considered a bull flag?
- WFM: Lots of bearish bets with some downgrades as of late. Chart is just ugly.
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Buy the dips on FNMA.. you all already know how I feel about this stock. The next run up is near imo
Interviewed with a wealth management firm today. Pretty much landed the job. I always wanted to get my licenses to start my own fund eventually. Now the path is becoming apparent since the firm said they will sponsor me for whatever exams I want to take
Started working on a post about water stocks last night. Might have some time to finish it tomorrow night depending how my day goes
Interesting to see
gold st capital
back
Interviewed with a wealth management firm today. Pretty much landed the job. I always wanted to get my licenses to start my own fund eventually. Now the path is becoming apparent since the firm said they will sponsor me for whatever exams I want to take
Started working on a post about water stocks last night. Might have some time to finish it tomorrow night depending how my day goes
Interesting to see
gold st capital
back
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Took a bit of a dip last week. I want it to SINKa big move is coming to the metals. i want it to go down but we will see what happens
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Piece of **** FSLR intrigues me today.
