johnz

Transocean Earnings Analysis: A Buy at Current Levels

this is a very good article. RIG is clearly beating the market but not really outperforming OIH.
looking at car growth rates and the economic activities revitalizing, particularly in China, I would like to think oil has long term bottemed out at around 65, that's not even fully taking the weak dollar into account, which may range bound between 140 and 160.
In my view, RIG should be a core asset outperforming OIH, as it's a better managed company and in a bright segment. Given where OIH is now, RIG should be around 95 already.

Vale May Bid for Mosaic: Let the Great Potash War Begin

Looks like MOS is going to 70 by the end of the year

Van Eck Files for First A-Shares China ETF

caf is trading at 30% premium, used to trade at 30% discount, time to buy?

CAF: A Better Play on China than FXI

CAF is offering stocks, well, guess they can't offer it at a 23% premium which it is trading as closed end fund don't deserve premium due to illiquidity, therefore, they have to rig up the price so that the right issue can be done at an attractive level, so if you buy CAF right now, you are first, throwing away 23 percent right away, second, maybe further discount is wating for you, unless you are working for Morgan Stanley on the placement of this doggy deal, I won't recommend anyone to buy it, in fact, you should short it at this premium level.