jmclarty
- 2007: "drought has forced water allocations down so low that in ground cropping is a gamble at best" ...So, they started an aquaponic farm9:01 PM Jul 7th from web
- And interesting arb, to Rubin's distance is dollars...could be an investment in the food canning space. I haven't read his book yet.8:29 PM Jul 7th from web
- Note to self: Find the best OTC pure-play aquaponics company, then, Invest heavily.8:25 PM Jul 7th from web
- Hypothesis: The lack of fixed income strength suggests commodities are correcting for equity earning forecasts/models. Finally. $$7:23 PM Jul 6th from web
- You too can have a 72x company if you can buy $400M in computers and mortgage 25% of it. I see $RAX ending like $CROX. Enjoy the ride.11:32 AM Jul 4th from web
- 4.7M page views in 2 hours ala $RAX http://bit.ly/GQ0QV
@howardlindzon11:18 AM Jul 4th from web
- @howardlindzon w.r.t. $RAX ...I (and probably Ralph Wagner) would rather own the names who benefit from cloud computing. So, who's that?11:09 AM Jul 4th from web
- Water theft at the city level http://rurl.org/1nud Lincoln Park, Michigan. Will meters solve this?11:02 AM Jul 4th from web
- Ratio Spread Greek Sensitivity Cheat Sheet. http://rurl.org/1nuc @stevenplace10:07 AM Jul 4th from web
- Fresno marches, for water. Nearsighted indeed. http://www.ksee24.com/news/...8:21 PM Jul 1st from web
- @StevenPlace Spend the $$$, build ur own (blazing fast) system. Worth it. Theta is dough bro ;P7:38 PM Jul 1st from web
- @BlackmanCapital If you're worth you're salt, the FoFs should invest in your fund, without an equity stake, no? Good luck, either way.3:58 PM Jul 1st from web
- @bobbrill ...expensive [to raise]...cheap [to buy]. Same coin, different sides. Sorry, I wasn't clear, in my previous tweet.9:39 PM Jun 30th from web
- @bobbrill a year ago, I said the stock was worth ~$6. http://tinyurl.com/luffr2 Since then, they have grown, but capital is more expensive.9:33 PM Jun 30th from web
- @bobbrill I'm a buyer at $5 and a seller at $7, long only, for $ERII. Whenever the market gives me the chance. Has worked twice now.9:27 PM Jun 30th from web
- I like $ERII as a self contained proxy for water, OPEC oil revs, and hedged for USD deval...rolled into 1. Competitive forces are high, fwiw8:59 PM Jun 30th from web
- @hedgieguy Janney's runs the index that a european ETF proxies. JIG.8:16 PM Jun 30th from web
- @hedgieguy I think, you're where I was, a year ago. ;) $PHO - sucks. Check out Janney's Indexes. Best of the 8 H2O indexes I watch.8:13 PM Jun 30th from web
- It does not surprise me that $PHO is on par with $SPY YTD ...Certainly don't mistake that ETF for the same as pure play equity.8:00 PM Jun 30th from web
- @StockJockey I'm thinking that Heckmann will be holding back on putting up solid eps, until after some warrants expire now.7:47 PM Jun 30th from web
|
- Name J. N. McLarty
- Location Toronto, Ontario
- Web http://www.jeffre...
- Bio Engineer. CFA Candidate. Quant based (equity and commodity) derivatives trader. Capitalist Now, Philanthropist Later.
|
