Boeing’s been killing it…
yea, in terms of valuation 
BS come back…
This investment thesis still alive?
Ok officially along for the ride… in @ $19.72.
this one could end up working out very well…
^grats saw the takeover chatter on it.
Well, the market was too dumb to grasp Joy fundamentals when I made that call, so Komatsu stepped in for a big win. Now BA which has rich equity, a defenses gap to fill and this Airbus / BBD move to respond to is looking at ERJ, surprise surprise. Must be because small jets are dead and not the next growth leg in commercial, definitely why the majors are scooping these guys up. Even if Brazil declines, the hand has been shown and I at least see a JV arising given their cooperation on past projects like service for the KC390.
HOLY SHIT I timed that PERFECTLY lol selling
Oh, and CF Industries I recommended? +36% in 9 months (40% total return with dividend)
https://www.analystforum.com/forums/investments/91356959
The bigger question is what happens next with the MLPs like UAN (my sole under-performer, Severstal is up 5% and pays a 12% dividend rate), hmmmmm… jus depends on whether you want to file a K1. 
Black=Urea, Blue=CF, Red and Green=MLP’s.
Why? I’d def hold.
lock him up!!!
I’ve seen a potential takeover company’s stock halve the initial increase too many times once the realities of the “talks” come to light. I’ll take my 27% gain and run. Will keep an eye on it though and jump back in if deal falls through etc.
lol I feel like I just won the lottery 
Why would you not trust me given my pulse on this situation? This is going to be major. Like $27 absolute minimum major.
BS you my dawg again!!!
On second thought, if you want to take the gain, then go with that. I’m holding but that said, I’m in for 4 more years if that’s what full value takes.
I may jump back in at some point. Sold @ $25.51.
Nice, can’t complain at 25% 1 day gain.
BS!!! Congrats on the call. I followed you on ERJ, UAN and CF.
Thanks so much for sharing on this board. You’ve been MIA for a while, I hope everything’s OK!