Now Lehman. Falling Dominos in financials?
Not again.. First Bear Sterns suddenly collapsed (although there is a pretty good chance its collapse was carefully orchestrated). Now, according to analyst Richard Bove, it’s Lehman Brothers. Are the […]
Can the US go broke?
It won’t be the first regime in history. We already reported on how Nouriel Roubini, one of the economist who predicted the current crisis, argued that the US would be […]
Raymond James takes top spot in broker performance list
Raymond James (already voted one of America’s most trusted companies, pretty unique for a finance house) is the broker with the $65 price target on InterOil, our main featured stock. […]
ANSS Research page
We’ve created a first draft of a page which we intend to expand (with the help from you, hopefully!), you can find it here. Comments, additions, suggestions, critique, all is […]
Protected: Monness Crespi Hardt & Co. Inc on InterOil
There is no excerpt because this is a protected post.
L shaped recessions, Japan in the 1990s
Japan was set to take over the world (if you believed the hype of the books you buy at airport news stands) at the end of the 1980s, but then […]
Valuing IOC the UCLA way, we prefer RJ..
Daily Distortions no.18. After we discussed two research companies came up with a valuation in the mid 60s (Raymond James) and the mid 40s (Nataxis Bleichroeder), we thought it might […]
Ansys (ANSS) engineering software provides long-term growth opportunity
This company develops and globally markets engineering simulation software and technologies widely used by engineers and designers across a broad spectrum of industries, including aerospace, automotive, manufacturing, electronics, biomedical and […]
China’s shift to domestic demand as exports slowing
We already noted this policy change before, retail sales are on fire in China, growing at 20%. And guess what eFuture’s strength is.. supply chain management for the retail sector. […]
China the best long-term profit play
We have argued for an investment in eFuture, a leading Chinese business software and services producer. Their specialities are in supply chain management (SCM), especially for retailers. These markets are […]