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  • LeapFrog Enterprises Has Enough Quality To Survive
    Sun, Aug. 10 LF Comment!

    Summary

    • Lackluster demand in LeapPad sales resulted in high inventory levels.
    • Gross profit margins affected and stock price has taken a beating.
    • Shares are priced closed to book for a company that has new product initiatives.
    • Do not write off LeapPad 3.
  • Wilmar International Is Poised For Long-Term Success
    Mon, Aug. 4 WLMIF Comment!

    Summary

    • WLMIF is Increasingly diversifying revenue through value added downstream processing and sugar.
    • Sugar will be a major revenue driver.
    • However, soybean crushing margins will continue to by cyclical.
  • China Mobile Navigating Through Uncertain Times
    Fri, Aug. 1 CHL 3 Comments

    Summary

    • Increasing number of 3G and 4G users.
    • Investment in True Corp signals management's intent to expand.
    • Profitability may be significantly impacted by VAT hike.
  • Stagnant Sales An Ominous Sign For Amarin
    Thu, Jun. 12 AMRN 32 Comments

    Summary

    • Prescriptions have not been growing, and are below previous estimates.
    • Partnership with Kowa off to a slow start.
    • Suggest divesting due to lack of positive sales catalysts.
  • China Mobile: Buy Into Recent Share Price Weakness And Steady Growth In 3G Customers
    Mon, Mar. 10 CHL 12 Comments

    Summary

    • Share price has been lagging due to profit concerns but cash position remains strong.
    • Traction in capturing 3G customer growth following launch of iPhones in China with AAPL.
    • Stable company despite competition makes CHL a buy with Target Price of $57.
  • Lack Of Catalysts For Inter Parfums
    Dec. 19, 2013 IPAR 1 Comment
  • Are Insiders Telling Us Not To Buy Tesla Now?
    Dec. 6, 2013 PCRFF, POAHF, TSLA 23 Comments
  • China Mobile Limited Is A Buy With 30% Upside
    Dec. 4, 2013 CHA, CHU, CHL 10 Comments
  • Wilmar International: Summary Of Q3 2013 Earnings
    Nov. 30, 2013 WLMIF, WLMIY 7 Comments
  • Equity Screener: Companies With Low PE, Cash And Low Or Zero Debt
    Nov. 29, 2013 CML, OFIX, TEO 7 Comments
  • Agrium And Potash Corp. Are Good Long-Term Investments, But Not For Now
    Nov. 27, 2013 AGU, POT 10 Comments
  • LeapFrog Is Top On My Christmas Wishlist
    Nov. 27, 2013 HAS, MAT, LF 17 Comments
  • Amarin Makes A Potentially Attractive Medium-Term Investment
    Nov. 22, 2013 AMRN 44 Comments