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Entries from April 2008

Looking for cheap stocks in an expensive market II. TSL update

April 25th, 2008 · 1 Comment

We ran some comments about an article by Motley Fool about the housing crisis and the general state of the market this morning. Today, the market seems to be in pretty good mood, and we don’t trust it for a second. It’s only off from its peak by less than 1500 points…

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Tags: EFUT · Opinion · The Markets · TSL

Performance check and update

April 25th, 2008 · Comments Off on Performance check and update

Friday 25th of April 2008 After just a couple of weeks, we cannot really complain with the stock advise we have provided.  

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Tags: The Markets

Looking for cheap stocks in an expensive market

April 25th, 2008 · 3 Comments

In a pretty good article from Motley Fools’ Ray Gibbons about how the economy will get worse, there is some solid advice on stocks. The general thesis of that article is about the terrible state of the housing market. But things might very well get worse.

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Tags: The Markets

Dry hole?

April 25th, 2008 · Comments Off on Dry hole?

There are those that argue that Elk2, InterOil’s first appraisal well after they discovered a massive amount of natural gas at Elk, is a ‘dry hole’. It’s an argument one encounters with some regularity on the message boards, and it has an important bearing on Elk4 and the whole Elk property. Does it have any […]

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Tags: IOC

EFUT perking up

April 25th, 2008 · Comments Off on EFUT perking up

The Chinese supply-chain software producer has had a good couple of days since we first mentioned it (or didn’t, as we made it into a rather silly guessing game), helped by the rebound in Chinese shares, no doubt. We will increase our coverage over time, as we think it really is a ground-floor opportunity.

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Tags: Economics of stock analysis · EFUT

The bright electronic future in China

April 24th, 2008 · 1 Comment

The mystery company we were talking about yesterday is E-Future Information Technology (EFUT). It’s a Chinese company. What does it do? Lots of stuff, but basically it produces supply chain and related business software, which is a relative novelty in China, and with retail sales growing at 10%+ per year, and considering the size of […]

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Tags: EFUT

A summary of our position on InterOil

April 24th, 2008 · Comments Off on A summary of our position on InterOil

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Tags: IOC

IOC update no. 2 24/4

April 24th, 2008 · Comments Off on IOC update no. 2 24/4

It’s pretty hard to keep up. The drilling report that was out this morning did not contain any news, apart from the fact that one can deduce that there were pretty substantial delays. The stabilization of the well took longer, or perhaps there was some other mishap. These things happen, but don’t change the situation […]

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Tags: IOC

IOC update 24/4

April 24th, 2008 · Comments Off on IOC update 24/4

With every day that there is no news about the Merrill Lynch loan, and the stock price sinking further, the conclusion that not all is well becomes more difficult to escape.

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Tags: IOC

A new First Solar in the making?

April 24th, 2008 · Comments Off on A new First Solar in the making?

A company that hardly sells anything (with some luck they’ll have $2M in revenues this year), will only seriously start producing in 2010, but nevertheless has a grown-up market capitalization of close to 200M. Cool! Wat is it? Biotech? No, a solar company. It’s called Ascent Solar (ASTI).

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Tags: ASTI · Solar sector