Tim Plaehn

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    • Crude Oil Inventories: I Can Tango, Can You?
      Informative analysis. Thanks.
      Jan 08 08:34 am |Rating: 0 0 |Link to Comment |View article
    • Year End Review of My Income Portfolio
      Richandmer,
      The portfolios and posts on my blog are a learning process for me. SA is kind enough to reprint my thoughts here. The Income Portfolio has performed similar to the overall market. Its biggest downfall was an over reliance on energy stocks. I put the portfolio into an actively manage mode for the 2nd half of 2008, so absorbed all of the bad news for that period.

      I have found I tend to stock with a stock too long when the news is bad. I am pretty comfortable with where the stocks in the portfolio are now and they have performed well for the first few days of the new year. Check back to my site in a few months and see how things are going.
      Jan 05 13:36 pm |Rating: 0 0 |Link to Comment |View article
    • Genco Shipping's New Bulk Carrier Leased at a Whopping Rate
      Well I messed up part of my sharp response. Sitting now at 1 million shares traded. Counted too many zeros.
      Dec 31 11:28 am |Rating: 0 0 |Link to Comment |View article
    • Genco Shipping's New Bulk Carrier Leased at a Whopping Rate
      Dang, GNK is up 17% today! On 900 million shares. Must be a lot of non-professional buyers. Oops, the stock is 80% held by institutional investors.

      It will be interesting to see at what rate the next couple of ships lease out at but nothing is certain at this time.
      Dec 31 11:19 am |Rating: 0 -2 |Link to Comment |View article
    • Ashford Hospitality, Aircastle 'Enhance Liquidity'
      All of the articles on my site are free to anyone who wants to read them. Portfolio positions are proprietary and I charge a small fee to see them. Sorry if you cannot afford $10.
      Dec 30 17:41 pm |Rating: 0 0 |Link to Comment |View article
    • Will Terra Industries Become a Leader in Clean Diesel Technology?
      Bob, that could very well be true. My experience is in heavy trucks where they all will be using SCR. I would guess that trucks use many times the diesel fuel that diesel powered autos do or ever will.
      Dec 29 15:36 pm |Rating: 0 0 |Link to Comment |View article
    • Will Terra Industries Become a Leader in Clean Diesel Technology?
      Nitrogen products do not come from food products. They are manufactured from natural gas.
      Dec 29 11:36 am |Rating: 0 0 |Link to Comment |View article
    • When Will the Housing Market Bottom?
      My sources are telling me that investors are buying distressed housing in Las Vegas 20 to 25 at a time. Cash. Some pretty serious money thinks the bottom in near..
      Dec 25 10:18 am |Rating: +3 -1 |Link to Comment |View article
    • Sacramento, Heart of Foreclosure Activity, Hits Holiday Slow Down
      Jegan, I have been stating that the bottom will occur when foreclosures are not a significant percentage of sales and we see an increase in average prices. I have considered the much higher sales volume in 2008 a positive sign but not the indication of a turn around. There is not a bottom until prices bottom.


      On Dec 22 03:35 PM jegan ;-) wrote:

      > Can't possibly be slowing down... You've been calling a bottom in
      > the Sacto R.E. market for at least 6 months now....
      >
      > This is not just the normal Xmas slowdown... This is the results
      > of more and more bad news, business closings and layoffs. As I've
      > said before, expect this process to continue..
      >
      > I expect another round of foreclosures and another 20% leg down in
      > prices. Further, I expect the rental market to drop by 20% as well....
      >
      >
      > Thanks Dubya! Hope y'alls have an excellent Xmas drinking your 'near
      > beer' in front of the tube!
      >
      > jegan ;-)
      Dec 22 19:54 pm |Rating: 0 0 |Link to Comment |View article
    • Sacramento, Heart of Foreclosure Activity, Hits Holiday Slow Down
      Single seat all the way, Duff.


      On Dec 22 11:18 AM DuffBeer wrote:

      > Tim,
      > Bankers are handling distressed properties differently across the
      > USA.
      > I can tell you by personal experience of over 23 yrs. Bankers are
      > not your pals in thes transactions. BEWARE as Liz found out. Bankkers
      > lenders who ever they are that are handling these are trying to create
      > excitement, an auction atmosphere . Guess what buyers do in these
      > frenzies OVER pay.
      > Yes prices are relaxing all over -- supply and demand and maybe
      > the banks are lower them because that bail out never did come or
      > did it !!!
      > Buyers be very careful out there . Just who is getting the good deal
      > ???
      > Thanks for your posts Tim-- were you going over those stock tables
      > while in that left seat when you worked for the USAF ???
      > Merry Christmas and Healthy New Year
      >
      > Cheers, DuffBeer
      Dec 22 19:49 pm |Rating: 0 0 |Link to Comment |View article
    • California Housing Recovery? Not So Fast
      There is a big difference between the existing housing market and new housing. Homebuilders will not be building homes until the overall pricing moves to the positive. It is foolish to start building new homes that will sell for less money in 6 months. New starts and permits will continue to fall until the existing housing market turns positive for a while.

      I saw that builders took out a total of only 180 permits in Las Vegas for November. Builders there have been managing to sell 1,000 new homes a month even the tough 2008 environment. Homebuilders are close to an almost complete cessation of new home building. The smart ones are hoarding cash and either writing down or selling their real estate. Those that keep building are just throwing their cash in a hole.
      Dec 22 07:08 am |Rating: +2 0 |Link to Comment |View article
    • Baltic Capesize Index Surges: A Step Towards Industrial Recovery?
      Darburro, excellent comments and some items I had not considered. If you look at the May peaks in BDI and BCI they were an abnormality that lasted for a few weeks. Over the last year I would guess the average for the indices at about 60% of the peak numbers.
      Dec 17 15:16 pm |Rating: +1 0 |Link to Comment |View article
    • 3 Shippers Buoyed by Positive Movement from the Baltic
      DItto. NAT and FRO are tanker companies. Nothing to do with dry freight rates. Tanker rates have been strong in December as producers are using tankers as storage rather than sell oil at less that $50. It cost less than $1.50 per barrel to store oil in a tanker for a month even as you pay $90k per day for the tanker. That's a lot of oil!
      Dec 16 09:10 am |Rating: +1 0 |Link to Comment |View article
    • Traffic Volume Continues to Decrease in October
      What is the methodology to determine the miles driven? Are we all being tracked by secret GPS chips or is just a guesstimate?
      Dec 14 10:19 am |Rating: 0 0 |Link to Comment |View article
    • Goldman Sachs Goes Bold! Forecasts $45 Oil
      Seriously not. The purpose of the article is to show how inaccurate their forecasting is.
      Dec 14 10:09 am |Rating: +2 0 |Link to Comment |View article

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