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SeekingAlpha Energy Stocks (Free subscription) | 08/26/2008
Michael Filloon submits: In a very short period of time, we have seen the spot price of uranium drop by over 50% after massive speculation had pushed the price up. There was a time when uranium producers could barely make a profit, as only those companies with high grade uranium could sell for a profit. Uranium producers were among the agricultural companies as they had trouble breaking...
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Seeking Alpha (Free subscription) | 08/25/2008
Michael Filloon submits: When looking at Potash Corp.'s (POT) value as a publicly traded company, I think that many are missing why they are much more valuable then their current valuation. Many believe that the fertilizer stocks have been driven up just like many of the commodity stocks. Commodity stocks have had a run as the dollar has devaluated, but there is one large difference...
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SeekingAlpha Energy Stocks (Free subscription) | 08/20/2008
Michael Filloon submits: With the pullback in oil, many of the oil service companies have seen a dramatic decline. This is strange as many are not linked directly to the commodity itself and still have very nice looking futures ahead. The best looking of the bunch seems to be Transocean (RIG). They not only have a monopoly in the area of deep oil drilling, but they are financially sound...
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Seeking Alpha (Free subscription) | 08/18/2008
Michael Filloon submits: With all the talk of the crash of commodities and resurgence of the US dollar, it is easy to forget key growth companies that have held up well in this volatile environment. As investors flood into many of the financials, it has been easy to forget some of the new healthcare companies. Healthcare changes have been sweeping through as Medicare continues to cut...
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Seeking Alpha (Free subscription) | 08/15/2008
Michael Filloon submits: With the economy going up and down, it has made many investors wary of making investments with respect to the long term. Even though the market has suffered, there are still a few good plays. Many areas are in long term bull markets that, in my opinion, are just taking a breather and the smart investor could make a bundle jumping in at today's prices. I have...
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Seeking Alpha (Free subscription) | 07/22/2008
Michael Filloon submits: Sometimes Wall Street gets ahead of itself, and sometimes it doesn't. The current market looks as if the financials are making a huge turnaround and many commodity stocks are pulling back, even in the face of estimates being raised for the year. I believe that we made a huge step with respect to write offs in financials, but most likely there will continue to...
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Technology News Aggregator (Free subscription) | 07/20/2008
Smart Label USA Buy Apple into Earnings (at Seeking Alpha) by: Michael Filloon posted on: July 20, 2008 | about stocks: AAPL The US bear market has affected dozens of companies, many in the financial sector. My holdings in Potash and Monsanto are starting to look good from an earnings... Inside Nairobi, the Next Palo Alto? IN the republic of innovation, life is unfair. In the four weeks...
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SeekingAlpha CE Stocks (Free subscription) | 07/20/2008
Michael Filloon submits: The US bear market has affected dozens of companies, many in the financial sector. US consumers have seen their disposable income decreased substantially and they are unable to refinance their homes to get some needed relief as the mortgage market has tightened. Inflation with respect to energy has really hurt commuters as we have seen gas prices shoot through...
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Seeking Alpha (Free subscription) | 07/15/2008
Michael Filloon submits: I have heard many opinions about the state of the financials in the United States. The arguments are that either these stocks are already at, or close to a bottom. I don't believe we are there yet. I know there are plenty of opinions that believe that this is a housing crisis. I think the housing market is bad, but believe the leverage that financials had on...
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Seeking Alpha (Free subscription) | 07/14/2008
Michael Filloon submits: Many of the largest publicly held companies have seen their stock prices take a nose dive. The problems with the massive depreciation is after a stock is down that amount, many average investors start to dive in. This reminds me of a time when Tyco had lost over half of its value. A large corporation that had turned itself from a small business, had become a...
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Seeking Alpha (Free subscription) | 07/13/2008
Michael Filloon submits: My favorite company within the agricultural equipment industry is Amsterdam-based CNH Global (CNH). CNH has seen its stock price cut in half since it peaked on January 3rd. Although it has broad exposure to construction equipment, the company is seeing massive demand for its high priced agricultural equipment. CNH is coming off of its best quarter in company...
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SeekingAlpha Energy Stocks (Free subscription) | 07/13/2008
Michael Filloon submits: I would not say that the state of the US economy is in jeopardy, but it does look to have some problems. What many thought would already be over seems to be stringing out over a much longer period of time. Many on Wall Street have said that the third quarter of this year would see the stock market edge higher with a stellar fourth quarter. These estimates have...
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SeekingAlpha Energy Stocks (Free subscription) | 07/08/2008
Michael Filloon submits: I made a call on Bolt Technology (BOLT) on theupdown.com 126 days ago. Since then it is up 23.46%. BOLT was one of last year's most exciting stocks. Their expertise in geophysical products is what drives their business. I believe this stock will be bought with oil exploration and production needing to be picked up dramatically over the next couple of years. Bolt...
