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Devon Shire's  Instablog

Devon Shire
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Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management... More
My company:
Canadian Value Investing
My blog:
Canadian Value Investor
My book:
CVI - Punch Card Portfolio
View Devon Shire's Instablogs on:
  • ATP Mirage Well Increases Company Revenue by 70%

    ATP does the unthinkable and has a huge positive production surprise ! 

    http://www.gurufocus.com/news.php?id=112580

    Disclosure: long atpg
    Tags: ATPG
    Nov 08 10:31 AM | Link | Comment!
  • Petrobank spinning out 100% of PMG

    Encouraging both for how it forces the market to value the parent assets and for what it might suggest about the HBU which seemingly no longer needs this dividend cash flow.

    http://www.gurufocus.com/news.php?id=111456

    Disclosure: Long PBG and PBN
    Tags: PBEGF, PMGLF, LSTMF, BP
    Nov 03 12:47 PM | Link | Comment!
  • Jeremy Grantham - 6 Investing Questions
    http://valueinvestorcanada.blogspot.com/2010/11/jeremy-grantham-6-current-investing.html
    Tags: KO, JNJ, MSFT
    Nov 02 12:22 PM | Link | Comment!
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