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  • Questions On American Apparel
    • Will removing the pervert CEO and the resulting distractions allow APP to focus on results?
    • Does the new CEO's experience at successful retailers such as The GAP and Wet Seal give APP a leader who can deliver?
    • Will the new CEO do a better job of delivering results from the "Made-in-America" message?
    • Does removing the founder clear the way for APP to be acquired?


    • Will APP fail to stand out in a crowded marketplace without the founder's creativity?
    • Why would the change to Mr. Luttrell as CEO improve results if he hasn't been able to improve them in the past three years with APP?
    • Is this a case of too little, too late for a company with weak sales, high debt and low market capitalization?
    • Will this be another victim of the decline in mall traffic that, like Sbarro, bounces in and out of bankruptcy?

    Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: APP
    Jun 19 8:30 PM | Link | Comment!
  • Questions On North American Palladium

    North American Palladium may be your next four bagger:

    • Will the rising price of Palladium mean increasing profits?
    • Will the ongoing strikes in South Africa continue to limit supply?
    • Will the West impose sanctions on Russia limiting palladium exports?
    • Will Russia restrict exports of palladium to punish the west?
    • Will the growth in new car sales continue to increase demand?
    • By how much will recent capital expenditures increase supply?
    • Will PAL's search for more Palladium result in a sharp increase in total palladium holdings?

    But it might also be the next holding you watch go to zero:

    • Will a resumption of South African mining drop the bottom out of the palladium market?
    • Will decreasing tensions in Ukraine reduce hoarding of the metal?
    • Will problems in the Chinese market cause new car sales and demand for palladium to collapse?
    • Will worldwide tensions result in a flight to the dollar and more Forex losses?
    • Will manufacturers find newer and cheaper ways to clean car exhaust?
    • Can PAL maintain recent increases in output?
    • How much will PAL need to spend to develop new sources.

    Disclosure: The author is long PAL.

    Tags: PAL
    Jun 19 9:10 AM | Link | Comment!
  • Short Term Trade In Sino Gas Nets ~7%

    . SGAS currently trades in the 1.19 - 1.21 range
    . SGAS is being purchased for 1.30
    . Purchase is expected to complete in the existing quarter
    . Limited information means increased risk

    China recently became the world's largest polluter largely due to its reliance on coal power plants. To reduce the growth of its carbon emissions China will need to make the move to cleaner energy sources such as natural gas. SGAS, as its name implies, owns a natural gas distribution network with 200,000+ customers, 1,500 km of pipe and over 100,000 meters cubed of daily distribution.

    Solving China's pollution woes is not the reason I am recommending Sino Gas International Holdings. Sino Gas is being acquired for 1.30/share in the current quarter. This gives you a 7% gain for putting your money at risk for several weeks. In the worst case that the buyout falls apart then your fallback position is that you're invested in the opportunity described in the opening paragraph. The press release for this acquisition is here:

    Disclosure: The author is long SGAS.

    Jun 17 5:31 PM | Link | Comment!
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