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  • Chinese quality said to be catching up to big U.S. equipment makers [View news story]
    XCMG is basically rip off of caterpillar designs.
    Dec 14, 2013. 04:42 PM | Likes Like |Link to Comment
  • Apple May Steamroll Android By 2015 [View article]
    good article. The article does use many assumptions of real world scenarios which if they play out according to his theories would be great. This is exactly what we need to grasp. Author represents a view point of the younger generation and this is exactly what SA needs.
    Dec 9, 2013. 03:43 PM | 2 Likes Like |Link to Comment
  • Muddy Waters Initiates Coverage on NQ Mobile Inc. [View article]
    MW exposed Sino Forest so their reports have weight.
    Oct 24, 2013. 10:09 PM | 1 Like Like |Link to Comment
  • Nautilus Minerals: Mining The Sea Floor For Profits [View article]
    sea floor mining makes sense in an era of sky high metal prices. There's no need to mine the sea floor when even advanced stage projects on land cannot find proper funding.
    Oct 14, 2013. 10:19 PM | 2 Likes Like |Link to Comment
  • American Coal Company With Chinese Growth [View article]
    It can be a good company but the red flags associated with this one raise quite a few alarm bells. They lack a reputable big accounting firm to conduct their audits and their area of operations is solely centered in China where standards and governance do not meet our criteria. One would imagine government entities would be safe cornerstone investments that would chug along over time, check out the stock exchange in Hong Kong where a bunch are listed. The stock prices get crushed all the time and most trade below IPO pricing. If government subs can't even convince normal retail investors to invest, the ability for a company like L&L is paint a better picture is terribly inadequate.
    Sep 22, 2013. 10:56 AM | Likes Like |Link to Comment
  • Denison Mines: Close, But No Cigar (Yet) [View article]
    lundin mining's uranium assets
    Sep 18, 2013. 02:01 AM | Likes Like |Link to Comment
  • Precious Metals: Is It Time To Exit? [View article]
    good article. I am now a Barrick shareholder
    Sep 13, 2013. 05:16 AM | 3 Likes Like |Link to Comment
  • Could Penn West Now Be A Buy? [View article]
    how does Penn West compare to its peer group? There are stronger companies in the group with bigger land positions. Do you expect natural gas prices to rebound? Penn West has been cutting staff in their oil and gas projects in Alberta for a long time. I would imagine most of the expertise has already left and the company is only a shell of its former self.
    Sep 13, 2013. 02:28 AM | 1 Like Like |Link to Comment
  • Apple's Loser Strategy [View article]
    one of the main problems with emerging markets is the lack of middle class. There exists a great number that can easily afford the apple premium and an even larger number that aspires to join the legions of apple users. China is a prime example. Iphones do indeed cost a lot but many people are willing to shell out 6 months salary for the pleasure of owning one. Bad financial decision? yup but their mentality is very different than ours.
    Sep 12, 2013. 09:30 AM | 1 Like Like |Link to Comment
  • Cheung Kong Holdings: A Classic Conglomerate Valuation Dilemma [View article]
    how's the management team at CK?
    Sep 12, 2013. 09:12 AM | Likes Like |Link to Comment
  • Husky Energy: Undervalued And Unloved, Solid Growth Prospects Offer 35%+ Potential Upside [View article]
    great article, valuable insight. Why does the ownership of Li Ka Shing make mutual fund managers weary? I figure it would be a good thing to have one of the world's richest man as a shareholder providing investors the ability to invest alongside a shrewd businessman.
    Sep 9, 2013. 09:11 AM | Likes Like |Link to Comment
  • Nautilus Minerals: Mining The Sea Floor For Profits [View article]
    a lot of the majors have an ownership stake in this company so at least investors know they are deploying their investment dollars alongside smart money.
    Aug 29, 2013. 10:35 AM | 1 Like Like |Link to Comment
  • Endeavour Mining - Building A Very Nice Production Profile [View article]
    endeavour was spun out of Fiore Financial so it was built with some rainmakers in the mining industry. The mining industry seems to reward those with access to capital and past success and Endeavour meets the criteria. Their Africa projects are in areas of politically stability so a risk premium is not warranted.
    Aug 28, 2013. 10:49 PM | Likes Like |Link to Comment
  • Cisco: Value Investment For The Long Term [View article]
    cisco's biggest clients are starting to make their own products, bypassing off the shelf solutions. If you look at Facebook and Google as a gauge, you will find they are designing and deploying their own network solutions - switches.
    Aug 26, 2013. 09:47 PM | Likes Like |Link to Comment
  • The 3 Most Dangerous Regions In The World [View article]
    very interesting viewpoint on the current chaos working its way through the sandbox
    Aug 26, 2013. 06:09 AM | 1 Like Like |Link to Comment