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Recession Investing: Severstal (SVJTF) is crazy

Russia’s largest steelmaker, Severstal (SVJTF) is planning a major Asian expansion at the worst of all possible times. But with the Russian economy in shambles and demand for commodities collapsing, the company can’t be serious. by Stephanie Grimmett Baltimore — (TFN): When in doubt, ignore the commodities crash and push your expansion through with sheer willpower. [...]

Libya vs Switzerland: Tamoil loses

Libya is boycotting Switzerland over an offense to Qaddafi’s youngest son. And Libya’s refiner Tamoil won’t be selling anything to Switzerland any time soon. But with crude oil prices affordable again and oil consumption dropping, Libya is only hurting itself. by Stephanie Grimmett Baltimore — (TFN): You know you’re out of touch with reality when: Libya just [...]

The Omaha Principle: Quanta Services (PWR) pops 9%, and more is in store

Just as expected, Quanta Services (PWR) is up more than 9% at open thanks to Jim Cramer’s acolytes. But this time the devotees may be on to something. Quantas has the potential to be a great recession play. And according to The Omaha Principle, you should buy now before the market realizes what it’s [...]

The Omaha Principle: Lindsay Corp (LNN) will rise again

Lindsay Corporation (LNN) is doing everything right, and it has the profits to prove it. The company is a classic candidate for The Omaha Principle:  A panicked market has made it super cheap. by Stephanie Grimmett Baltimore — (TFN):  Lindsay Corporation (NYSE:LNN) reported nearly triple quarterly earnings today, and after an early surge, the stock [...]

Hershey (HSY): Kisses sweeten the recession

While the rest of the world has been growing more bitter by the day, The Hershey Company (HSY) has been gaining back a little of its sweetness. Unlike the rest of the market, HSY may have already seen its bottom and be one the way back up. Should you buy? by Stephanie Grimmett Baltimore — (TFN):  [...]

Has Aracruz Celulose (ARA) found a bottom?

After sacrificing its CFO in the Brazilian currency crisis last month, Aracruz Celulose (ARA) stock was down for the count. But today shares aren’t continuing their crash. Have we seen a bottom in ARA? by Stephanie Grimmett Baltimore — (TFN):  Brazilian pulp manufacturer Aracruz Celulose (NYSE:ARA) fired its chief financial officer a [...]

E.On (EONGY) grabs Gazprom’s (OGZPY) gas field

Gazprom (OGZPY) just sold nearly a quarter of the Yuzhno Russkoye natural gas field to Germany’s E.On (EONGY). And what did Gazprom get back for this sacrifice? It’s own stock. How did Germany’s largest utility company manage to buy into one of the world’s largest gas fields using nothing but Gazprom stock? by Stephanie [...]

The Omaha Principle: Tyco (TYC) is waaaaay undervalued

Tyco (TYC) has lost 26% in the last two weeks. In fact, it’s even done worse than the Dow. But the company is raising its dividend and increasing its earning per share. This is a strong candidate, according to the Omaha Principle. by Stephanie Grimmett Baltimore — (TFN): It’s been following the market almost exactly, [...]

Rusal vs. Norilsk (NILSY): Who wins if nickel loses?

Russian billionaires are squabling over the world’s largest nickel producer. But while they struggle for control, no one has considered what’s best for Norilsk (NILSY). Commodities prices are falling, and demand is sliding. Could Rusal save Norilsk? More importantly, does anyone care? by Stephanie Grimmett Baltimore — (TFN): Yet again, Russian billionaires are reenacting a Spaghetti [...]

Buy LINE, KMP, PBT, EPD only when the Cramer frenzy is over

Jim Cramer’s recommendation of four dividend yielding oil and natural gas players will give the stocks an artificial high. Avoid Linn Energy (LINE), Kinder Morgan Energy (KMP), Permian Basin Royalty Trust (PBT) and Enterprise Product Partners (EPD) until the dust settles. by Stephanie Grimmett Baltimore — (TFN): Look for strong jumps today in Linn Energy (NASDAQ:LINE), [...]

Fortis (FORB) up 12%, despite setbacks

Fortis (FORB) just sold itself to three different European governments. The company lost its deal with China’s Ping An Insurance, and its sale to Deutsche Bank is being held captive by the Dutch Central Bank. But FORB is up 12% today. by Stephanie Grimmett Baltimore — (TFN):  The hits just keep on coming, but the [...]

Xstrata (XTA) and Lonmin (LMI): The buyout isn’t dead

Xstrata (XTA) has dropped its $10 billion hostile takeover offer for Lonmin (LMI), or has it? Xstrata’s new investment could be a step toward a cheaper buyout attempt six months from now. by Stephanie Grimmett Baltimore — (TFN):  Just as predicted, Xstrata (London:XTA) walked away from its hostile bid to buyout Lonmin (London:LMI) today. But [...]

Brasil Telecom (BTM): Up 7% or down 4%?

Brasil Telecom (BTM) was the victim of a market dive yesterday, but it’s not a buy signal for the stock. And if Tele Norte Leste Participacoes (TNE) gets regulators on its side, BTM won’t be around much longer. Stephanie Grimmett Baltimore — (TFN):  Brasil Telecom (NYSE:BTM) is either up 7% or down 4%, depending on how [...]

Cosan (CZZ) down 14%: Sweet or bitter?

Cosan (CZZ) actually saw overall gains from the market crash on Monday. But is it ready for an investment? by Stephanie Grimmett Baltimore — (TFN):  The markets went mad yesterday, and I’m not just referring to the free fall due to the bailout bill. In the kind of wild insanity that ruled Monday, traders worth [...]

Pacific Ethanol (PEIX) down 28% in first hour

Pacific Ethanol (PEIX) is down 28% this morning on good news. The company has new plant open. But it’s stock fell. What’s going on? by Stephanie Grimmett Baltimore — (TFN):  Wait, that can’t be right, but I guess it is. Pacific Ethanol (NASDAQ:PEIX) fell 28% in the first moments of trading, with nothing but good [...]

Will Xstrata (XTA) fill vacuum left by Lonmin (LMI) CEO?

Lonmin’s CEO shocked the world by stepping down three days before the Xstrata (XTA) deadline. But the exit of Brad Mill leaves investors wondering not whether Lonmin (LMI) will accept the offer but if Xstrata will back out before it can. Baltimore — (TFN):  Three days before the Xstrata (London:XTA) bid deadline, and Lonmin [...]

Real Estate 101: Don’t let the desperation fool you

The real estate crash may be the perfect time to enter the property markets. But don’t think every property is a bargain. It’s not, even in this market. And you should learn how to tell the difference. by Stephanie Grimmett Baltimore — (TFN):  Every crisis holds an opportunity. And property is no different. You [...]

Sadia SA (SDA) fires CFO and falls 29% in 15 minutes

Sadia SA (SDA) is down 29% this morning, and it may not be done falling. Could $416 million really do this much damage to the Brazilian frozen food maker? by Stephanie Grimmett Baltimore — (TFN): Oh, don’t say it! Don’t say it! Uh-oh, they said it. One of Brazil’s largest frozen food companies just announced it [...]

Vale (RIO) cuts off iron ore… and China goes shopping

Vale (RIO) has cancelled its iron ore shipments to China until the country’s steelmakers cough up more dough. But China has other ideas. And Vale may find its products aren’t as vital as it originally thought. by Stephanie Grimmett Baltimore — (TFN):  It’s the “teach a man to fish” theory of steelmaking:  Buy iron ore [...]

Patriot Coal (PCX): Death rattle or new birth?

Patriot Coal (PCX) shot up 4% and then fell 9% from its high today. The stock’s short rally is over, but will coal companies rise again? by Stephanie Grimmett Baltimore — (TFN): Patriot Coal Corporation (NYSE:PCX) started this morning by gaining 4%, but soon after lunch traders changed their mind and pushed the stock [...]

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