As per the prior post, exited all long agricultural stock positions as follows: POT $145.61 ADM $30.62 BG $55.50 MON $59.90 SYT $48.40 CF $92.20 AGU $70.20 www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE
We got a gift this morning when BHP Billiton, Ltd., (BHP) made a buy out offer for Potash Corp. of Saskatchewan, Inc. (POT). We are long on Archer Daniels Midland Company (ADM) and Bunge Ltd. (BG), seed companies such as Monsanto Co. (MON) and Syngenta AG (SYT), and fertilizer companies
Heat waves are common in the fertile wheat belt stretching from Siberia to the Black Sea. As such the wheat market pays attention to the droughts in Russian wheat belt. Droughts develop slowly, and in general, markets tend to discount them rationally. News last week of a heat wave
In the recent past we have been negative on NFLX due to our view that online streaming video will make Netflix obsolete. There is a big change at Netflix. It is likely that NFLX will become the first major player in streaming video beating the like of Google, Apple and
www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized
We ate lifting all hedges on ZYX Multi-Asset Global Allocation Model right now. S& P near month futures are at $1084 and 10 year near term bond futures are at 123 28/32 , TBT is at around $36. In essence, we are resuming long bias on equities and corporate bonds,
As our readers know, we have a long term short thesis on $PBMs. Our thesis that in the long run $MHS and $ESRX risk disintermediation and more transparency in pricing has strengthened based on earnings this week. We are adding to our long term short position on $ESRX right here at
X is now at $44.30. Our short is from $49.92 . We suggest tightening trailing stops to protect the profits in keeping with our discipline. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every
In the recent past we have been negative on NFLX due to our view that online streaming video will make Netflix obsolete. There is a big change at Netflix. It is likely that NFLX will become the first major player in streaming video beating the like of Google, Apple and
In the past, we have been negative on Netflix. Now our thesis has changed — there is a distinct possibility that NFLX may become the first widely accepted source of streaming movies. If this comes true, expect a massive short squeeze and a double . Buy right here around $101.