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Shareholdersunite Stocks + Scorecard

June 14th, 2013 · Comments Off

How are we doing?

Shareholdersunite Stocks + Scorecard.

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New Model Portfolio

September 12th, 2014 · No Comments

And trades, check it out here

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Risk is returning

September 10th, 2014 · No Comments

  • We see risks to stocks increasing, it’s time to get more cautious.
  • The Ukrainian situation seems to escalate with the eurozone economy already in big trouble, but consumption growth in the US came to a halt and QE will follow, stock buybacks.
  • After the big rallies in stocks and bonds, time to bet against the euro and on a spike in the VIX, whilst being more cautious overall.

Risk Is Returning, Time To Sit On The Fence | Seeking Alpha

→ No CommentsTags: The Markets

Revolt in the Eurozone?

September 10th, 2014 · No Comments

  • The present path of policies in the eurozone is not sustainable for economic nor for political reasons.
  • A move toward complete monetary union is politically unfeasible and the prospect of countries bolting from the policy constraints is real.
  • We believe the ground is more fertile for policy changes not only because of the above, but also because the German economy is no longer immune from the eurozone woes.
  • Mario Draghi seems to prepare the ground for a more aggressive monetary policy, European shares could benefit and the euro will fall further.

Revolt In The Eurozone? | Seeking Alpha

→ No CommentsTags: Eurocrisis

Intrusion Rally Still Has Legs

September 3rd, 2014 · Comments Off

  • Intrusion (INTZ) is a little known security company with several interesting products.
  • TraceCop is a stable cash flow generating product that has a unique database which makes the product difficult to dislodge from the market.
  • Growth opportunities lie in its new product Savant, the sale of which goes largely through a big channel partner selling it under their own name and ramping up efforts.
  • Not widely known is that Savant beat a much bigger competitor to a substantial order, sign of market acceptance.

Intrusion Rally Still Has Legs – Intrusion, Inc. (OTCMKTS:INTZ) | Seeking Alpha

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The Japanification of Europe

August 31st, 2014 · Comments Off

  • The eurozone is resembling Japan’s lost decades ever closer on a host of metrics, including demographics, growth, inflation, yields and debts. In some respects, the eurozone crisis actually resembles the Great Depression of the 1930s.
  • If policy makers do not respond to this crisis, things are likely to get worse rather than better.
  • Japan responded with new policy initiatives, getting it out of deflation; its stocks remain a better bet until the ECB wakes up.

The Japanification Of Europe | Seeking Alpha

Comments OffTags: Economy · Eurocrisis

The Coming Solar Capex Boom

August 28th, 2014 · Comments Off

  • Demand for solar energy keeps on rising briskly, after steep price falls.
  • Prices have stabilized and companies recovered some of their profit margins.
  • For growth to continue, companies need to significantly expand capex, which has interesting implications for certain stocks.
  • If capex doesn’t increase enough, prices could actually increase.

The Coming Solar Capex Boom – Applied Materials, Inc. (NASDAQ:AMAT) | Seeking Alpha

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Solar + Storage is Close to an Inflection Point

August 27th, 2014 · Comments Off

  • Solar energy has already achieved grid parity in a number of locations, but problems with its intermittent nature remain.
  • Energy storage will greatly diminish these remaining problems, so solar + storage is becoming a big investment opportunity.
  • We survey the landscape and the investment implications.

Solar + Storage Is Close To An Inflection Point | Seeking Alpha

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Secular Stagnation and Asset Prices

August 27th, 2014 · Comments Off

  • There is a lot of confusion what secular stagnation really means; here is a quick introduction and scheme.
  • We look at what impact secular stagnation has on asset prices.
  • Secular stagnation has likely been beneficial for both bonds and stocks, but at the cost of greater financial instability.

Secular Stagnation Effects On Financial Markets | Seeking Alpha

Comments OffTags: Economics · The Markets

Keynesian versus supply-side economics

August 25th, 2014 · Comments Off

  • In the battle of economic ideas, one that has been raging for nearly four decades is that between supply-siders and Keynesians.
  • While we think some supply-side measures can be useful, one really has to be specific as to the kind of measures and expected effects, it’s all in the details.
  • A general supply-side approach seems a little out of place as a recipe to combat what is a distinctly Keynesian crisis.

Supply-Side Versus Keynesian Economics | Seeking Alpha

Comments OffTags: Economic Policy · Economics

Phoenix Media (FENG) shares are undervalued

August 25th, 2014 · Comments Off

  • The shares sold off after Q2 figures but we only see healthy growth.
  • Debt free, solid growth, quality media reputation and close ties to one of the best media brands in China.
  • The shares are too cheap, especially taking the whopping cash position into consideration.

Phoenix New Media Shares Are Undervalued – Phoenix New Media Limited (NYSE:FENG) | Seeking Alpha

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