Ferts art getting hurt. AG is getting bagged. Any thoughts on how much lower
can they go?
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Bought more IPI @ 23.50. I followed my rule of when it feels the worst, where
you want to puke, thats the time to buy. Glad I did up almost 2 pts from where
I bought it. bought more PHO too.
takin it up the arse in DE, trades with ag also with machinery... worst of both
worlds right now
nothing is safe now. the only green i got right now believe it or not is fnm
and fre, hows that for a laugh..go figure..chris
I want to see these guys burn. I stayed away from them. Stayed in the
supposedly safe areas. Turns out those safe areas went down hard. These guys
are barely going down % wise to the other safe area.
I have DBA, IPI & SQM. IPI & SQM hurting me big on the ag part of my port. I
scaled back out of these name a while back to build $, but what I left on the
table is getting whacked. Small positions left & thinking of taking advantage
of this sector sell off. This is irrational. People need to eat, no matter
what. H2O too, I'm going to add to some H2O fund I have.
no idea. i have POT and SQM and I'm in the house of pain. i would think food,
and thus fertilizers would be safe but what do i know.
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