What is wrong with eFuture?
We’re back to where we were when we advised you to buy. This is a little disappointing. In a week, earnings will be out and we have little doubt that […]
InterOil update
Since the last time we wrote here about IOC a month ago (May 5) a lot has happened (apart from the share price rallying 30+%), so a revisit is warranted. […]
Another sale: eFuture (EFUT) 11/6
Our Chinese supply-chain management (SCM) software and service play also hasn’t had a good time of late. We’re almost back to were we advised to buy. This is disappointing, and […]
Fire sale in Trina Solar
A couple of our stocks run into some headwind. The main reason is that we operate in the more risky, small-cap sector of the market and when the market sentiment […]
InterOil all but nails it
Burried on it’s website we just discovered a PR with the latest results from Elk4 Drill Stem Test (DST) number two.
Buy Trina Solar
This sell-off is pretty ridiculous. The only worry is that polysilicon cost could rise 5-10% the coming quarter. Trina sold of from the low 50s and is now at 40 […]
Trina Update 9/6
It’s remarkably weak, which once again has to do with weakness in the sector, rather than any weakness in executing on the part of Trina. It’s curious. So far the […]
IOC update 9/6
There is not much to say at the moment, except that we’re waiting for them to finalize the well. The previous DST test, the first they did at Elk4, produced […]
More pain to come
Sometimes we prefer to be wrong. Since the inception of this website, we’ve argued here that the economy (the US economy, that is) is in worse, much worse shape than […]
Defining Moments
We are in a philosophical mood. Life is usually defined in just a few moments. Often, these moments itself are pretty banal and/ or arbitrary, and only became obvious turning […]