Website data: (Actual information extracted from website) Meta title: Big Ben's Investing Blog Meta description: Website needs meta description | This listing is not rated yet. Rate it! | Report it! Big Ben's Investing Blog http://invest4today.blogspot.com/ The purpose of this site is to help share information about the financial markets to all investors. Stocks, bonds, mutual funds, options, etfs, savings accounts, and interest rates will be the main topics of discussion. Category: Directory » Business Blogs » Investing » Stock Market Hits: 8 Date added: 2006-03-30 21:51:18 Alexa traffic rank: 1,438,175 Site average load time: 1.718 Second(s) Fast Faster than 49% of websites Site language: EN Site encoding: UTF-8 |
Big Ben's Investing Blog Latest Posts
Adding Nucor (NUE) & Selling Agriculture Strength
I made a few moves today. Towards the close I sold calls against some agricultural positions. Shorter term (next couple of trading sessions) I expect the agricultural stocks to come in a bit. I have been bullish on Mosaic for a 170% gain since October 3rd and have liked Terra (TRA) & Terra... Read more...
Published 4 weeks ago
Energy, Ags, & Infrastucture
The only three areas that continue to work are energy, ags, and infrastructure. I see no compelling reason to own a financial. My current exposure to the financial sector is through Banco Bradesco (BBD). Wachovia's earnings miss today confirms that no bank is safe. Thornburg Mortgage (TMA) is... Read more...
Published 1 month ago
Stocks Bounce
Today's decision by the Fed to allow certain types of debt, including mortgages, to be used as collateral in exchange for additional borrowing from the Fed helped stocks rally. The move is seen as stabilizing the mortgage markets. This may be an opportunity to get out of some of the financials on... Read more...
Published 2 months ago
Are Commodities Recession Proof?
Gold, oil, most of the other precious metals, and the agricultural commodities continue to make new highs. Is this a bubble? I wish I knew the answer to that. I continue to remain bullish on commodities. There are two main scenarios for why commodities will trade higher regardless of how the... Read more...
Published 2 months ago
ICE Attractive On Pullback
The Intercontinental Exchange (ICE) has now pulled back to a more attractive level. ICE now trades at 19X forward earnings. I continue to like the exchange sector. As more volume moves electronic, volumes and margins increase for ICE. Futures clearing is a great business to be in. With the CME's... Read more...
Published 3 months ago
Wait & See
The recent market volatility suggests more of a wait and see approach. Timing the market is difficult and near impossible. I would like to see how the market trades the next couple of days before going long or short. Read more...
Published 4 months ago
Agriculture Continues to Deliver
The Mosaic Company (MOS) reported a terrific quarter today. Besides handily beating analyst earnings estimates, Mosaic prepaid $450M of debt with cash flow from operations. Mosaic has seen quarter over quarter price increases in its fertilizer products.Last week, Monsanto (MON) reported a... Read more...
Published 4 months ago
Agriculture & Infrastructure Continue to Work
Despite the bearish economic sentiment in the overall market, there are several sectors that continue to outperform. Every individual investor should have some exposure to agriculture and infrastructure. Both sectors are in the middle innings of their individual "bull markets" and are... Read more...
Published 5 months ago
Retail Sales
Today's higher than expected retail sales numbers should be interpreted cautiously. Overall, the numbers were mixed and many companies reporting positive November sales lowered their December forecast.The percent increases in sales were impressive at many department stores driven by successful... Read more...
Published 5 months ago
Engineering & Construction
One space that has interested me is the engineering and construction (E&C) industry. There are several major players in the E&C industry (KBR, FWLT, SGR, FLR, JEC, NRG, & MDR). On pure valuation basis, McDermott (MDR) looks like the most attractive company to own. McDermott has an $8B backlog of... Read more...
Published 6 months ago
Credit Situation Worsening
I felt that most of the credit crisis was behind us after the first interest rate cut in September. Today's market reaction paints a darker picture about the credit crisis. It's important to remember that residential mortgage rates are tied to the 10-year yield, not the Fed Funds rate. Cutting... Read more...
Published 6 months ago
Use Weakness to Buy Quality
The recent market weakness has provided a great opportunity to initiate positions in high quality companies. Global agricultural demand will not be affected by problems in the credit markets. Demand for wheat, soybeans, corn, and rice will continue to remain strong. The best stock to own is... Read more...
Published 7 months ago