What’s Great For Gold
Email – #5
**What’s Great For Gold
Dear Reader,
As you know, our focus for this service is on resources. That includes gold and other precious metals, energy and oil, as well as a range of other resources and commodities.
Our first pick was the Beef and Pork Futures ETN COW (NYSE:COW), which [...]
Slight GDP positive surprise point to stronger second half
Email – #279
**Slight GDP positive surprise point to stronger second half. We see some compelling valuations.
Dear Reader,
There is little comfort coming out from government economic figures: while second quarter 2009 GDP contracted 1 percent, some components, especially those related to personal spending, were worrying. In addition, the Bureau of Economic Analysis [...]
The Art of Technology
Email – #43
**The Art of Technology
Dear Reader,
These certainly are unusual times. If you’re wondering how the markets are able to propel themselves higher in the face of: rising unemployment, horrible earnings (sure, they are better than analysts’ beaten-down estimates, but in absolute dollar terms, they’re awful), massive and record after [...]
Another Double and Another Free Trade!
Email – #200
** Another Double and Another Free Trade!
Dear Reader,
We’re sitting on another double – our fourth since March 16th, 2009. This time with our favorite Chinese vaccination company: Sinovac (SVA).
And that means, in keeping with our discipline of harvesting gains, it’s time to sell 1/2 our position at $5.00 [...]
Mange Alert! Time to lose ZNT
Email – #17
**Mange Alert! Time to lose ZNT.
Dear Reader,
Both the market and our portfolio continued quite strong this week; including the stocks we have sold I calculate we are now up 17% on purchase prices. Two companies in our portfolio issued disappointing earnings reports. However I think our reactions to [...]
Food for thought
Email – #4
**Food for thought
Dear Reader,
Although much of the talk at the recent G8 summit centered on the plight of the world economy, you can be sure that our tax dollars were well spent on some wholesome meals for our distinguished leaders. Detect the sarcasm? Anyways, they did discuss food, and it wasn’t all about [...]
Right Place Right Time
Email – #42
**Right Place Right Time
Dear Reader,
We bought Medarex (MEDX) on April 23, 2009 based on Trigger Events that signaled the company as a compelling buy. We were rewarded yesterday when another of our Trigger Event holdings (itself a candidate for takeover) Bristol Myers Squib Co. (BMY) stepped up and decided to takeover MEDX [...]
We see some green shoots, avoid earnings surprises and wait for our entry points patiently
Email – #278
**We see some green shoots, avoid earnings surprises and wait for our entry points patiently
Dear Reader,
There are a number of very important moving parts in the investment equation that are acting randomly. For starters we saw a huge rally in the market yesterday as the Health Care reform [...]
Raise stops on CADC
Email – #199
**Raise stops on CADC
Dear Reader,
Yesterday, the markets chose to smile on our new China Advanced Construction Materials Group Inc. (CADC) trade. We got into the position late in the day on Monday and by the close of the day Tuesday we were already up nearly 25%. I love it when that happens.
Because of [...]
Time to bail out of Telkom
Email – #16
**Time to bail out of Telkom
Dear Reader,
Since I warned of a possible decline in the stock market last week, it has naturally rocketed up by more than 5% since then, and is up by 10% since April. That proves the fallibility of all human knowledge, but especially of short-term stock market predictions! I [...]
