Thread: Teakdoors stock portfolio

Originally Posted by Rattanaburi

I see the gain but what I am saying is that until all your stocks become cash in your hand and not in the market there's no real gain. If you sold out right now you would have some gain for sure but if you wait and something changes quickly then you sell overall you could have lost money from your initial total investment in this account. I'm not denying that you show a realized gain on that one stock. But until all your stocks(your whole account) are converted to cash you can't say that you've made more money than you initially started with. That $6784 doesn't exist as profit until you sell out. If you sell everything right now you would have a great profit right now but until you do you don't know what you'll have in your account at the end of the day. Just because you've won one hand on a poker table doesn't mean you will leave the table with cash if you keep playing.

And then the bank holding the cash from the sell-out goes bust...

Originally Posted by Rattanaburi

I haven't really done any daytrading

I do a little, but what I'm doing here isnt daytrading so I'm a little confused why you mention it.

Originally Posted by Rattanaburi

what I am saying is that until all your stocks become cash in your hand and not in the market there's no real gain

Yes i think everybody is aware of that, the numbers i quote at the end of each trading day are an indication of how things are panning out, nobody claimed they were money in the bank. This thread is just a bit of fun remember

Originally Posted by bkkandrew

And then the bank holding the cash from the sell-out goes bust

You're obsessed!, seek help immediately

It did have a sarcastic smilie, Spin...

Originally Posted by NickA

So I see you're following my advice Spin and making some money

Yes Nick your advice has been absolutely inspirational, please keep the advice flowing as I'm hanging on every word

Originally Posted by Rattanaburi

I see the gain but what I am saying is that until all your stocks become cash in your hand and not in the market there's no real gain.

there is 4,000 in realized gain, and about 6,000 in unrealized gains

the difficulty is not the short term gains, but the long term ones

mmmmm. the US financials are totally oversold. Any bit of good news could lead to a nice rally but where on earth is that news going to come from?

I got insomnia at the moment, everytime i try and sleep my head starts buzzing thinking about whats gonna happen in the markets this coming week.
Just been looking at the charts for the Mosiac company, the closing price on friday was 141.81$ what would be a really good thing to happen on on Monday is for that price to hold and for the closing price to be above the 142.74-142.99 range. If that happens then a move up towards the next major resistance at 148$ could be on the cards this week
That would be fantastic because what tends to happen in ag sector is that MOS or POT lead the way up or down and the others follow. So if MOS rises this week it will drag two other stocks we have, MON and POT with it.
It could be a good week, but I need oil prices to stay high and for corn and wheat prices to remain at current levels or go back up. A couple of crop destroying storms in the US would would help us out too
Of course we also need the wider market to stop flushing itself down the toilet everyday

Originally Posted by Spin

where on earth is that news going to come from?

My prayers have been answered! Theres good news all over the place today....

Alliance and Leicester in advanced takeover talks.

Paulson announces Fannie and Freddie can borrow from the Fed and hopefully become fully treasury backed

Fed Ex might takeover TNT

InBev agree takeover with the makers of Bud beer

Apple shift 400,000 iphones in a few days

Markets are rallying around the world, its game on!


Show me the money

Spin, you are a chartist ? you should be shot

Chartist? No idea what one of those is, is that some kind of French word or something?

Originally Posted by bkkandrew

OK:

https://teakdoor.com/issues/31530-oil...nomy-spur.html (Oil Tumbles as Signs of Slowing Economy Spur Commodity Selling)

https://teakdoor.com/issues/27235-som...de-oil-16.html (Some thoughts about Crude Oil..)

Can post more, but wish to go to bed.

Hi bkka, still waiting for your silly allegations,

as for the 2 threads above, no "proof" of me losing an argument. All differing opinions and arguments, some believe it's all about real supply and demand, others about speculation (financial market supply and demand).

Obviously we won't know for sure who is right or wrong as there is no intrinsic proof of anything in both views, we will know for sure in the long term though, not in matter of days or weeks

PS: I note that you ran away when called on your BS, thanks for playing

Originally Posted by Butterfly

Originally Posted by bkkandrew

OK:

https://teakdoor.com/issues/31530-oil...nomy-spur.html (Oil Tumbles as Signs of Slowing Economy Spur Commodity Selling)

https://teakdoor.com/issues/27235-som...de-oil-16.html (Some thoughts about Crude Oil..)

Can post more, but wish to go to bed.

Hi bkka, still waiting for your silly allegations,

as for the 2 threads above, no "proof" of me losing an argument. All differing opinions and arguments, some believe it's all about real supply and demand, others about speculation (financial market supply and demand).

Obviously we won't know for sure who is right or wrong as there is no intrinsic proof of anything in both views, we will know for sure in the long term though, not in matter of days or weeks

PS: I note that you ran away when called on your BS, thanks for playing

Hint. Don't hijack Spin's thread again. Instead click on the links provided and discuss further if you think you are correct (despite being shown to be wrong thus far).

Originally Posted by Spin

It could be a good week, but I need oil prices to stay high and for corn and wheat prices to remain at current levels or go back up

mmmm corn and wheat fell and oil is also down. This wont help the cause for the agriculture stocks today. There is a correlation between strong oil prices and fertilizer prices, not sure exactly why but there definatley is.....

Originally Posted by Spin

Originally Posted by Spin

It could be a good week, but I need oil prices to stay high and for corn and wheat prices to remain at current levels or go back up

mmmm corn and wheat fell and oil is also down. This wont help the cause for the agriculture stocks today. There is a correlation between strong oil prices and fertilizer prices, not sure exactly why but there definatley is.....

IIRC, the Phosphate part of the fertiliser is very energy intensive to produce.

Oh dear Spin, the day started with good news, but then went pear-shaped. Top 7 stories on Bloomberg now:

•Freddie Mac Short-Term Notes Demand Increases; Shares Fall on Paulson Plan

•Stocks in U.S. Slide on Credit Concern; Washington Mutual, Fannie Mae Drop

•Treasuries Advance as Stocks Fall Amid Concern Banking Woes Are Worsening

•Fannie, Freddie Rescue Is a `Disaster' to Rogers; Goldman Says Sell Shares

•Investor Laszlo Birinyi Says to Avoid Financial Shares as `Fires' Spread

•Fed Approves Rules to Curb Mortgage Abuses That Led to U.S. Housing Slump

•Cerberus's Newest Fund Declines 1% Since 2006 Launch on Financial Turmoil

Originally Posted by bkkandrew

but then went pear-shaped.

I know! One minute things are heading up and the next thing everything drops like a rock.

The good thing is that MOS on on target to close above 142 and I'm happy about that. It already touched near 147$ today and POT was well up there also. Its confirmation their recent dive is finished and now get ready to head towards new record highs.
First Solar looks like its headed to 300$ I sold out at 280 but it isnt finished yet, they just signed their first contract for a solar farm in California. That news came out the day after i sold them. Bugger it!

^I have noticed a pattern over the past few months. If a plethora of 'good news' financial sector stories emerge on late Sunday, there will be a bloodbath Monday/Tuesday. I guess that the PR companies employed nowadays are so clever at spin, er, ahem, to coin a phrase.

^ I hadnt noticed that pattern, i'll check it out though, I just saw that Securities Exchange Commission are stepping up efforts to take action against rumour spreaders or starters. God knows how they are gonna regulate people gossiping?

Originally Posted by bkkandrew

the Phosphate part of the fertiliser is very energy intensive to produce.

So as the the oil price goes up the stock price comes down? ....which is the opposite of what actually happens

Originally Posted by Spin

I just saw that Securities Exchange Commission are stepping up efforts to take action against rumour spreaders or starters. God knows how they are gonna regulate people gossiping?

My phone will ring soon then.

Originally Posted by Spin

So as the the oil price goes up the stock price comes down?

Which stock?

Originally Posted by bkkandrew

Which stock?

POT and MOS

Originally Posted by bkkandrew

My phone will ring soon then.

Dont take it too seriously if the guy sounds a bit French

^All agri sector companies have a large fertiliser cost, so it stands to reason that the higher the production cost of fertiliser, the lower the margin.

Rider: Have not investigated the activities of the two stocks to check whether they actually have fertiliser as one of their main costs; however, even if they didn't it would affect their customers in a similar way...

^ Both POT and MOS make fertilizer as their core business. POT is the biggest producer of nitrogen, phosphate and potash products and MOS is similar in its operations.