Is the worst behind us?
Some people who carry some cloud seem to think so. Notwithstanding a raft of bad figures from the housing market and mortgage suppliers, Treasury Secretary Hank Paulson and Merrill’s John […]
Sigma Breakout?
We got a bit excited with one of our puppies this morning as it looked like a break-out was imminent. Luckily, we advised to buy Trina only in case that […]
TSL breakout?
It’s far from confirmed, but the last two days, with the impuls from ever rising oil prices, TSL could finally break through it’s 200 day moving average. Here’s the chart: […]
LNG a very hot sector
By now, it should have been clear for quite a while that the ever rising price of crude oil indicates that there are real fears of a pending shortage, demand […]
The Mother of all Short-cover rallies?
We hope we can be forgiven, but we had quite a day. We advised to buy SIGM at $20 this morning, and didn’t even have the time for a proper […]
Sigma (SIGM) charges 15% ahead hours after we advised to buy
This morning we advised you to take a position in Sigma Designs (SIGM) at $20. Only half a day later, it’s approaching $23, so far so good. We promised you […]
Clarion Finanz shows Merrill the way..
Clarion Finanz turns out to show Merrill Lynch how thing must be done in a partnership. It has converted it’s part of the debt into equity, with a conversion price […]
Buy SIGM
We hope to finish the article today, but it looks like it might run again after a 10% run yesterday. We think this is a short-covering rally, and it’s really […]
A primer on supply-chain management (SCM) part I
One of our featured companies is eFuture (EFUT), a leading Chinese producer of supply-chain management software (SCM). Here, we will look into what that actually does.
Dryships (DRYS) shipping ahead.
We started to get interested in dry-bulk shipper DRYS a couple of weeks ago, when it was in the mid 70s. From a technical point of view, we thought a […]