goldfinger
- 12 Jan 2010 20:42
cynic
- 09 Apr 2011 18:24
- 1227 of 3532
i know i am renownedly thick, but i always thought FCCN was a retailer! ..... as such i wouldn't go near it as uk high street mid-price fashion is dire - just look in your own town,; you don't need to be a genius
splat
- 12 Apr 2011 09:25
- 1228 of 3532
BVS still going nicely, good call gf
goldfinger
- 13 Apr 2011 08:29
- 1229 of 3532
goldfinger
- 13 Apr 2011 08:32
- 1230 of 3532
Ahhh cynic pineapple bonce FCCN, think you owt to re read up on it. Wholesaler, loads of cash, Sears in US. Retailers are probably the next miners, now that mining boom is coming to end as i predicted a month back.
Dont forget the market is always 9 month to year in front of the real economy.
goldfinger
- 14 Apr 2011 08:52
- 1231 of 3532
Gone short of FXPO and Brwm. Goldmans latest bearish call been taken up by otheres as well now on miners.
goldfinger
- 14 Apr 2011 08:53
- 1232 of 3532
goldfinger
- 14 Apr 2011 08:54
- 1233 of 3532
Gone long DRX as a defensive. check the 5 year chart, this could be the start of something big.
ExecLine
- 14 Apr 2011 12:36
- 1234 of 3532
DRX could be a good call.....
The video clip (4:35) below is taken from a very good article at
http://www.channel4.com/news/timber-prices-up-as-power-plants-boost-biomass-use
goldfinger
- 14 Apr 2011 13:27
- 1236 of 3532
Like watching paint dry this market, both long and short, doesnt know where to go.
goldfinger
- 14 Apr 2011 13:28
- 1237 of 3532
Interesting vid ExecLine
goldfinger
- 14 Apr 2011 13:29
- 1238 of 3532
Wednesday, April 13, 7:24 AM Following Monday's close of its CCCP trade and yesterday's downgrade of oil price expectations, Goldman goes for a commodity trifecta, lowering its forecast for year end copper prices by 11%. Josh Crumb believes a critical drawdown on inventories will be avoided in 2011, but is bullish for 2012.
goldfinger
- 14 Apr 2011 16:13
- 1239 of 3532
Well been a good day bar the market. Been here fishing at my dam from 6.30 am. Caught 2 tiddlers. Supped about 15 cans of larger and fish and chips from the local fish shop brilliant.
Cant get a good connection from this lap top though, think its on its way out. No chance of getting twitter and advfns been difficult... but who cares about advfn.
think Ill do it tomorrow aswel.
Will have to get the lads to stock this water with some trout.
goldfinger
- 14 Apr 2011 16:15
- 1240 of 3532
Hmmm just seen a couple rising, think Ill stay a few more hour have a snooze and put the rod on auto.
Sausage and chips for tea from the same chippy me thinks.
goldfinger
- 14 Apr 2011 16:21
- 1241 of 3532
Forgot to mention went long of VLX volex this morning. Copper prices coming down is good news for them. Good update today aswel.
goldfinger
- 15 Apr 2011 08:34
- 1242 of 3532
Looks like another non event day on the market ...either way. Going fishing again (slept like a log last night)
Heres todays morning read for what its worth, I see the chief honcho has got the same idea as me and had the day off......
http://www.investorsintelligence.com/x/marketdataindex.html?op=art&aid=60454
goldfinger
- 15 Apr 2011 16:02
- 1243 of 3532
Today - Friday, April 15, 10:11 AM Capping off a week of bearish calls, Goldman Sachs expects hard assets to underperform for the next 3-6 months, citing "mounting downside risks" to current high crude oil prices - signs of U.S. "demand destruction," Nigerian elections, potential Libyan ceasefire. But it maintains its overweight allocation on a 12-month horizon due to "tightening fundamentals" over the next year.
http://seekingalpha.com/currents/search?query=goldman+sachs
From Yesterday....
Goldman Moves To Underweight On Commodities
Submitted by Tyler Durden on 04/14/2011 23:58 -0400
CopperCrudeCrude Oil
Nobody could have seen this one coming: "Mounting downside risks to current exceptionally high crude oil prices are leading us to recommend an underweight allocation to commodities on a 3 to 6-month horizon, but we maintain an overweight on a 12-month horizon on tightening fundamentals over the next year....Not only are there now nascent signs of demand destruction in the United States, but also elections in Nigeria, a potential ceasefire in Libya and record market length on contagion fears. Further, softening near-term base metals balances suggest that a stock-out in copper inventories and associated price spikes has now been deferred beyond 2011, and recent gold price strength has pushed us close to our near-term price targets. As a result, we now recommend an underweight allocation to commodities on a 3 to 6-month horizon." Translation: please line up and convert your hard assets for dilutable fiat courtesy of the good folks doing god's work.
Seymour Clearly
- 18 Apr 2011 00:13
- 1244 of 3532
Interesting comments in the current weekend FT. Some commentary suggested some of the bombed out sectors are worth a look, including Real Estate & Retailers. Also suggesting Pharmas and Insurers.
Amongst the retailers MKS and DEB were suggested as potential takeover targets but also as pedigree stocks in a dog sector!
Anyway, with that in mind, Mothercare came up on my stock screener today.
5 year chart even more interesting:
goldfinger
- 18 Apr 2011 16:43
- 1245 of 3532
SC........ MT fantastic find.
splat
- 18 Apr 2011 16:44
- 1246 of 3532
I was just about to post the same gf! Nice one SC :)