This one was benefited as part of the Trump Trade before that bull in a China shop started breaking things in global trade. So ironically, Materials are now in the cross hairs of the trade tariffs food fight. I hold XLB short, as the position was taken to go with a long position in Specialty Materials company, CBT. I took another in a string of … Continue reading Materials Sector Intrigue
To recap a few other stocks I’ve mentioned publicly over time, they don’t all go as well as hysterical little Trixy. There are the bad to go with the good and the ugly. The key is for most of them to go in the ‘good’ category. So here are a few that I hold or have recently sold. I reserve others because they are in … Continue reading Updating Stocks Previously Discussed
The thing about making a trade is you have got to push the button and then hope your rationale is sound. In this case, as noted in the real time NFTRH Trade Log yesterday… 5.7.18: Buy CBT on today’s little pullback after break of severe daily downtrend but also because of my familiarity w/ the co. Seeing if I can get a bounce out of … Continue reading Cabot Corp. (CBT): Sometimes They Work Out
Once again, the title is purposely left vague to keep the subject company under wraps. Cabot Corp. (CBT) is one that I know fairly well and have highlighted and traded in the past. The recent quarterly was good and the company appears stable in its business segments. In its chemicals/materials specialty, it is one that I think would benefit if Trump’s fiscal ‘reflation’ ever gets … Continue reading NFTRH+; A Specialty Chemicals and Materials Company Near a Buy Zone
Knowing full well that the market is making me look smart (as opposed to me actually being smart) I made a handy switch. CCMP, the Semiconductor manufacturing materials company, is now sold for a ridiculous 2 day profit and CBT, which I was just bemoaning missing out on yesterday, replaces it on its nice pullback. It’s pretty much what I mean when I say that … Continue reading Profit & Rotation Time Again; CCMP Out, CBT In
Many years ago Cabot Microelectronics, itself surging on earnings today per the previous post, was spun off by Cabot Corp., an industrial materials and chemical company (and long time maker of the ‘Carbon Black’ found in your Goodyear tires). I was going to buy CBT as well, but was so stretched out time-wise that I failed to realize its earnings were yesterday. Now the opportunity … Continue reading CCMP’s Daddy, Cabot Corp.