Phelps Dodge Corp. (PD)

All Comments on PD

  • commenter
    Etemadzadeh
    Oct 07 08:21 AM
    Investing in Molybdenum [view article]
    would you please send me the molybdenum plant equipment list with a brief description Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on PD
    Is this a buy or a sell? Reply
  • commenter
    mark.d.hines
    Aug 20 10:30 PM
    My Website
    Housing Bubble and Real Estate Market Tracker [view article]
    asfd Reply
  • commenter
    Judy Weil
    Jul 15 05:03 AM
    Housing Bubble and Real Estate Market Tracker [view article]
    Interesting question. I did a quick check and there really hasn't been much about these companies in the news over the past few weeks. However, of the stocks you mentioned, all have shown significant declines of 10% and more over the past 6 weeks.

    We will start to hear about these companies soon enough though. Triad's earnings report comes out on July 26th, Radian's on the 25th, MGIC on the 19th-- this Thursday. I couldn't find PMI's earnings announcement, but their last one was on the 30th of April, so it should be pretty soon.

    I noticed PMI is a global insurer; their operations in Asia and Australia have been "news active" with personnel changes. It might be worth checking out PMI in these other markets to see how they are doing there. It could give you a better sense of how well they will weather the storm in the U.S.

    Best,
    Judy     Reply
  • commenter
    Bernie
    Jul 13 02:33 PM
    Housing Bubble and Real Estate Market Tracker [view article]
    What is happening to the mortgage insurance companies? (mtg, pmi, tgic, rdn etc.) With all of these foreclosures shouldn't they being experiencing tremendous losses. Yet you hear nothing about them. Reply
  • commenter
    Billy
    Jackson
    Jun 17 12:07 AM
    My Website
    Jim Cramer's Mad Money Stock Picks 4/17 [view article]
    FSNR is a great buy right not, I agree

    www.toddstocks.blogspo.../     Reply
  • commenter
    klidsky
    Feb 12 11:42 AM
    Jim Cramer's Real Money Radio Recap 6/29 [view article]
    How likely is AAV to maintain it's distribution, 0.13 Cents per month? Reply
  • commenter
    Grumpy
    Grandpa
    Feb 09 06:52 PM
    My Website
    Jim Cramer's Picks on Wall Street Confidential, Jan. 4 [view article]
    I've often wondered why Home Depot has gotten so many complaints over the years, but an extremely negative experience we've had in the past 7+ months has given us new insight. Although my wife and I had been satisfied customers for 20 years and have spent thousands of dollars at their stores, an extremely negative experience we've had in the past 7+ months has given us new insight. It will be the marketplace that decides whether this company can survive such lousy customer service, but they certainly will get much less of our money in the future.

    We had numerous problems that came up from a Home Depot contractor landscape job last July that was projected to take about 3 or 4 days but still is not satisfactorily completed here in February even with their highly advertised 'customer service guarantee'.

    We're not sure how the installation service could have gotten any worse when considering the lousy workmanship, property damage by the contractor which still hasn't been fixed for over 6 months, violating the terms of the original contract when it explicitly required a change order when part of the job couldn't be done, and adding a 2nd charge when presenting the bill.

    This is addressed in detail on our webpage( robanders1.googlepages.../ ) which will show a very detailed chronology of the problems and will include a # of digital photos depicting the problem areas.     Reply
  • commenter
    sufiy sufiy
    Jan 23 06:18 AM
    My Website
    Investing in Molybdenum [view article]
    Commodities market is bottoming out

    sufiy.blogspot.com/200...     Reply
  • commenter
    Geoff
    Considine
    Nov 28 02:30 PM
    My Website
    Volatility Index [VIX]: Is 10 the New 12? [view article]
    I have been noting the VIX lately too. I am willing to bet--in fact I am betting--that market volatility is simply in its normal secular swing--as your data shows. Market volatility tends to cycle just likey anything else. Even if you go back beyond when VIX existed and use something like trailing real volatility:

    etf.seekingalpha.com/a...

    We are at a low point in volatility and people have been getting high returns for bearing very little risk. Market history suggests that such periods do not last forever. Many investors have no idea how their portfolios will hold up if (and when) volatility reverts to anything like historical levels. You can calculate whether your portfolio will benefit or be hurt in a higher VIX environment. When we analyzed Berkshire Hathaway's equity holdings, we found that they would benefit from a higher VIX market. Is that coincidence?     Reply
  • commenter
    Gary
    Tanashian
    Oct 18 09:22 AM
    My Website
    Gold, Copper and Silver Offer Conflicting Signals [view article]
    Hi David, the general zone I am looking at is the 610-615 area defined by the lows of Aug. and the late Sept. high. Of major significance is that this area corresponds w/ a potential sym-tri breakout zone. It will not be easy for gold to just glide right thru there, but if it makes it, I would expect some upside fireworks as the momo's notice. Regards, Gary Reply
  • commenter
    kkin365
    Oct 18 08:06 AM
    My Website
    Gold, Copper and Silver Offer Conflicting Signals [view article]
    Good update. Being a novice, re the gold chart, could the red horizontal line be set lower, say, to slightly above 600? omooc Reply
  • commenter
    dwb
    Oct 06 09:12 AM
    Metals and Mining: Blast Off! [view article]
    Metals and miners are not created equal. While the long term supply/demand for some metals might remain, lower energy prices will be more than offset by increasing labor costs as labor looks to get a piece of the action (as the recent strikes show). Moreover, the housing slump in the U.S. is going to kill demand for copper (whose demand is principally driven by residential construction). Moreover, China is actively working to cool the red hot construction market not only with monetary policy but by firing regional govenors who fail to slow projects.

    The 1-2 punch of increasing labor costs and slumping demand is going to drive companies like PD and PCU with 50% exposure to the U.S. market well below current levels.

    Commodities bulls are buying all metals and miners alike - just based on news of OPEC cutting oil supply - but we are now entering a phase of differentiation between margins and markets, miners and metals. There are some great long/short trades to be made by differentiating the propects of individual companies and markets against the backdrop of hedge funds who are all buying and selling the whole commodities stack en masse.     Reply
  • commenter
    kkin365
    Oct 06 08:36 AM
    My Website
    Metals and Mining: Blast Off! [view article]
    good update. Is there anyway that charts may be magnified? omooc Reply
  • commenter
    Philip Davis
    Sep 01 01:07 PM
    My Website
    A Few Miner Adjustments: BHP Billiton & Phelps Dodge [view article]
    Follow up:

    That worked out great! We got out of the PD $80 puts at $1.40 (up 200% from our 8/24 call) as it turned up on us, we don't reenter these as there is not enough time in the month anymore.

    The BHPs are holding their value but we only bought them for insurance to get us out of PD, not as a trade so I'm out at the end of the day or .75 (+ .05), whichever comes first - currently .80. I'm raising the stop a nickel with each move up as I have no love for this position.     Reply
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