Originally Posted by Nightfyre:
I have done some DD on ALB and am considering going long there. I may share tomorrow.
I've got some ALB, so I watch it. It's been down a fair bit from the peak, and I read an article that made no sense to me. Apparently they do a lot of business in lithium, and the articles was pessimistic about them, but with logic that I don't get. They said that demand for lithium is rising quickly since it's used in a lot of batteries and things, and it's rising quickly enough that the author thought that suppliers (of which Albemarle is a major one) would increase supply so rapidly that prices would fall.
Um, okay. A market leader is going to suffer because the demand for their product is going through the roof? [Reply]
Originally Posted by Rain Man:
I've got some ALB, so I watch it. It's been down a fair bit from the peak, and I read an article that made no sense to me. Apparently they do a lot of business in lithium, and the articles was pessimistic about them, but with logic that I don't get. They said that demand for lithium is rising quickly since it's used in a lot of batteries and things, and it's rising quickly enough that the author thought that suppliers (of which Albemarle is a major one) would increase supply so rapidly that prices would fall.
Um, okay. A market leader is going to suffer because the demand for their product is going through the roof?
The issue was that Argentina gave out a large quota to a rival. The near term Outlook was that the market would be oversupplied. However, in reading an earnings call, 100% of their capacity is already under long term contracts. I haven't written this all up yet, but the Outlook is strong in my mind. [Reply]
This GE stock is killing me. Anyone following it closely enough to know if they're going to keep going down and/or if they're going to keep their dividend? They cut it in half last year, but it's still decent.
I don't lose the money until I sell it, and if I can keep the dividend I'll just wait it out (assuming the company survives). [Reply]
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I saw this a few days ago. It takes the bottom 282 companies from the S&P 500 market caps to match the 5 on the right. Sort of interesting from a diversification perspective. Especially since the 5 companies move with tech generally
It's hard to argue with results though. Microsoft did good last week and alphabet/goog just beat analyst earnings expectations by 23% today [Reply]
