Update EFUT, DRYS, IOC, TPLM
There is not a whole lot happening at the moment. Let’s discuss our featured companies one by one.
It’s politics, stupid!
Economic versus political logic. In search of Plato’s philosopher king.
Raymond James’ valuation of IOC
We have provided a lengthy article on the valuation methods used by the finance house Raymond James for InterOil. We can now speculatively update that.
Elasticity
There is a discussion going on in the media about whether, and if yes to what extent, the current boom in commodities (both soft and hard, that is, raw materials […]
Update TSL, SIGM
Trina Solar first. This now looks like breaking support levels. It’s entirely sectoral, and as we reported the last couple of days, suddenly the sector is snuggling up to oil […]
And yet another TSL update 28/5
Yeah, we’re kind of sorry. Bear with us for a moment. The last few days, we have noticed a sell-off in solars (which in our view is not really warranted […]
Update IOC 28/5
This remains a very curious story. Some points.
Managing the Asset Markets part VI
We have discussed how the Fed and the Chinese central bank fared in the new climate with a more muted business cycle but much more economic instability coming from the […]
Sigma Design (SIGM)
We haven’t written about it for some time. We advised you to buy at $20, it had a nice run up, but now it’s running down again and we’re approaching […]
Update TSL, EFUT
What we feared seems to be happening at the moment. There is an ongoing sell-off in the solar sector which, from a fundamental point, doesn’t make sense. Quite the contrary, […]