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 […]
Protected: InterOil on fire
There is no excerpt because this is a protected post.
Protected: IOC; that curious Nataxis Bleichroeder report
There is no excerpt because this is a protected post.
Software as a Service (SaaS)
We had a previous article about this, with respect to eFuture (EFUT), There is a bit of a hype going on about the SaaS business model, which is somewhat understandable […]
Willbros Group (WG); another natural gas play
They make big pipelines. Seems a good business to us. This is a preliminary write-up, otherwise the file would get way too long..
InterOil selling to whom?
Daily Distortions no.17. One weird theory’s only piece of ‘evidence’ falls by the wayside, and it offers us another window to assess what’s going on.
More pressure on naked shorting
After the temporary emergency rules for 19 financials proved to be a success, the SEC will propose a marketwide solution to combat naked shorting, or more especially, failures to deliver […]