Monday, July 09, 2007

 

Position Update: LNN

Apparently, the country is melting like a candle, thanks to "big dicked" temperature gains. If the stock were a bit lower, I'd say go long LNN, as a play on water management. However, due to its recent increase in share price, I suggest waiting for a dip.

Instead of LNN, take a look at VMI. VMI does the same shit as LNN, but bigger. With earnings right around the corner, VMI should give investors a nice upside surprise.

In short, during LNN's conference call, the company stated they were not taking market share from VMI (their chief competitor) in the U.S. The entire sector is getting a lift, fuckers.

Comments:
http://www.cpc.noaa.gov/products/predictions/multi_season/13_seasonal_outlooks/color/churchill.html

http://www.cpc.ncep.noaa.gov/products/expert_assessment/drought_assessment.shtml
 
Any of you guys hearing something about TJX? Options are going bananas.
 
Fly,

I see VMI is already up quite a bit this year also. You're not waiting for a dip? Is it just an earnings play?

also could you briefly explain what the hell it is that MATH does and who the hell wants to buy an FPOA? It's dropped like a rock since their IPO.
 
BXC buying opportunity here?
 
I think BXC is a buy.

VMI is an earnings play.
 
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