Coal and Oil
Tommy, Glad someone looks through my notes. I just added this to my to-do list — which is currently 7 companies long. My dad ran a business called ARM Computing for 15 years. I am just carrying on the legacy. A couple things: 1. Your notes reflect that you dig deep enough and that you [...]
2 Articles and my radar
Anthracite Capital is ReinflatingByGlen BradfordInstead of talking about finance institutions that are being diluted like Citigroup (C) and financial institutions that are so hot they’re already above their November lows like Wells Fargo (WFC) and Goldman Sachs (GS), I’m going to introduce you to a better place where it’s bottoms up from here.After getting the [...]
Knowledgable Gene Franco
Ahh the macro view. I had an interesting conversation with a private equity analyst at Blackstone last month, his basic thesis was that commodity export dependent and goods export dependent economies are basically a form of leveraged economy and will run up the most during this recovery. The US manufactures guns, no butter, and some [...]
What I'm looking at
Buy List Earnings Price P/B Target Live Tickers Current Price 1 $0.95 $1.78 0.017 2440% xing $ 1.78 1 $0.13 $0.08 0.160 1725% ghii $ 0.08 1 $0.20 $0.15 0.189 1421% opai $ 0.15 1 $1.52 $2.73 0.039 1378% qxm $ 2.73 1 $0.20 $0.16 0.122 1147% nwd $ 0.16 1 $0.09 $0.10 0.186 1019% [...]