China’s inflation problem
To be honest, we are stunned, and that doesn’t happen often after watching the markets for several decades. Our Chinese supply chain management (SCM) software producer eFuture (EFUT) came out […]
eFuture (EFUT) post stellar Q1 results
Things keep marching on very well, while the share price remains stuck. One has to realize that Q1 is traditionally the weakest quarter by far, as is witnessed by the […]
Do the shorts in InterOil have a case? Part I
The casual observer might find the amount of shares short in InterOil (IOC), the latest figure is close to 12M (more than half the float!) difficult to fathom. After all, […]
Too late to get into InterOil?
Some people keep asking, should we buy more, is it too late. It might surprise you, but we were actually a little hesitant, for the short-term, that is. Why? Well, […]
Globalization and competitiveness; how to compete against China?
It’s not rocket science to make a country perform and take advantage of the opportunities that the global marketplace offers. Comparative advantage has always been a difficult concept to grasp […]
InterOil; big money moving in
While the market has a tough time, as we have been expected for quite some time, one of our featured stock goes from strength to strength. It’s not hard to […]
Buying wave in InterOil part 2
We have been following this story for years. What is happening now can be explained in very simple terms.
Buying Wave in InterOil
InterOil is making slow but steady progress. The story is getting a wider audience, and more investors now want in. We even experienced the wild west that the Amex can […]
Rebound time
Well, we expected some of our stocks to rebound, and that’s what they did. Healthy rebounds in TSL, DRYS, SIGM, and EFUT.
Another chance to get into DRYS
No, this ain’t pretty. DRYS was well above 100 on good earnings and fundamental news, but now we’re back to the low 70s. So let’s look at the chart: Here […]