A Few Stock Picks Up 10-20% in Couple of Weeks…Why Alcoa ….
I really want to get to my Pacific Basin Shipping Ltd (2343 HK) Meeting Notes -- which I will in a few days. But I have more to say first. Dealing...
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Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
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Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
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Li & Fung's FVE Decreased to HKD 3.64 With Negative Moat Trend as We Transfer Coverage
We transfer coverage of Li & Fung Ltd (494 HK), retaining our no-moat rating, but changing our moat trend to negative from stable. We cut our...
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Money Matters: A Noble Obituary
It is with great sadness that we note the potential passing of Noble after a prolonged fight against free cash flow deficiency and debt addiction....
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