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Entries from September 2014

Protected: Research Report Solazyme

September 29th, 2014 · Comments Off on Protected: Research Report Solazyme

There is no excerpt because this is a protected post.

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Tags: SZYM

Protected: New Research Report 22nd Century Group

September 28th, 2014 · Comments Off on Protected: New Research Report 22nd Century Group

There is no excerpt because this is a protected post.

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Tags: xxii

New Model Portfolio

September 12th, 2014 · Comments Off on New Model Portfolio

And trades, check it out here

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Tags: Model Portfolio

Risk is returning

September 10th, 2014 · Comments Off on Risk is returning

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 […]

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Tags: The Markets

Revolt in the Eurozone?

September 10th, 2014 · Comments Off on Revolt in the Eurozone?

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 […]

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Tags: Eurocrisis

Intrusion Rally Still Has Legs

September 3rd, 2014 · Comments Off on Intrusion Rally Still Has Legs

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 […]

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Tags: INTZ