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.
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.
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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
http://www.cpc.ncep.noaa.gov/products/expert_assessment/drought_assessment.shtml
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.
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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.
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