Japan Casino Bill Back in the Headlines
The presence of MGM Resorts International (MGM US) CEO, James Murren, in Tokyo earlier this month, is a timely reminder to everyone that the...
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Deep Value Names to Think About for Next Year....
Looking towards next year, we screened for names that are at or near their 8-year PBR low. We have not included names in the Financial Sector as...
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Roadshow with Accordia Golf Trust
Last Friday, 10 March 2017, Smartkarma took Accordia Golf Trust (AGT SP) on a roadshow. Over the course of the day, we met with several funds and...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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