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Stock Market Superstars: Secrets of Canada's Top Stock Pickers

book by Bob Thompson The stars Normand Lamarche (Front Street Capital), Tim McElvaine (McElvaine Investment Management), Randall Abramson (Trapeze Asset Management), Allan Jacobs (Sprott Asset Management), John Thiessen ...

personal blog entry - pelcmarek - 2008-11-04 03:16 - 0 comments

Are we headed for another Great Depression?

David Chapman wrote an article for the January 5th, 2007 edition of Investor's Digest of Canada titled "Put a little gold under your Christmas tree".  He noted the technical similarity between the market of the 1930s and the market of this d ...

personal blog entry - Theo - 2007-01-29 01:03 - 3 comments - 1 attachment

Feel a warm glow from uranium

Everyone right now is wondering whether to get into uranium or to sell their uranium holdings.  How high can this sector go?  Peter Hodson, portfolio manager at Sprott Asset Management, summed up the uranium situation perfectly. The S ...

personal blog entry - Theo - 2007-04-20 00:50 - 0 comments

BVN: Something Brewing at The Gold Mine and It's Not Beer

I own stock in BVN - a Peruvian Gold Miner. Along with every other mine BVN owns, BVN has a ~40% joint ventureship for one mine with Newmont Mining. Recently, BVN bought out their own entire hedge book from 2007-2009 - they spent $350 p ...

personal blog entry - Vooch - 2007-08-07 00:51 - 1 comment

Housing Charts and Comments

http://www.californiahousingforecast.com/ Los Angeles home price decline, 2000's versus 1990's: “ The economy cannot escape the damage caused by a process now in reverse -- the use of one's home as an ATM to live beyond one's means, while a ...

personal blog entry - Reco2308 - 2007-11-26 13:31 - 0 comments - 1 attachment

John Dorfman's Last Bloomberg Article

John Dorfman has written his last article for Bloomberg .  After 10 years (started the column in 1997), Mr. Dorfman has decided to devote full attention to his investment firm Thunderstorm Capital. I would like to wish Mr. Dorfman best of luck i ...

personal blog entry - Theo - 2007-02-15 17:50 - 7 comments

Roll Up the Tim to Win

Instead of the usual book review, I will apply what I learned from reading Joel Greenblatt’s You Can Be A Stock Market Genius to everybody’s new favorite IPO: Tim Hortons ( THI ). After the IPO was announced in July 2005, like mo ...

personal blog entry - Theo - 2006-03-27 11:47 - 1 comment - 1 attachment

Food Rationing in America

From the New York Sun : Many parts of America, long considered the breadbasket of the world, are now confronting a once unthinkable phenomenon: food rationing. Major retailers in New York, in areas of New England, and on the West Coast are lim ...

personal blog entry - Theo - 2008-04-22 17:58 - 0 comments

Will the dollar re-test its lows?

The US fiscal house has never looked weaker. A quick look at revenue and expenses would look something like this: Expenses $1 billion a day for the continuing wars in Iraq and Afghanistan. Not to mention the largest military in the world by f ...

personal blog entry - Suntzu - 2008-09-20 19:37 - 3 comments

Nothing new ?

Short selling or "shorting" is a way to profit from the decline in price of a security, such as stock or a bond. Short selling stock consists of the following: An investor borrows shares. The investor sells them and the pro ...

personal blog entry - GordonGekko - 2007-01-07 18:08 - 0 comments

Riots, instability spread as food prices skyrocket

From CNN : Riots from Haiti to Bangladesh to Egypt over the soaring costs of basic foods have brought the issue to a boiling point and catapulted it to the forefront of the world's attention, the head of an agency focused on global development said ...

personal blog entry - Theo - 2008-04-14 15:16 - 2 comments

Meeting with Irwin Michael, Part 1

Last Thursday I went to a presentation by Irwin Michael, portfolio manager of ABC Funds .  His flagship fund, the ABC Fundamental Value Fund, has an impressive 15-year 18.76% compounded rate of return.  And the purpose of this meeting was to o ...

personal blog entry - Theo - 2006-02-21 00:08 - 2 comments

Oil Mania

Oil prices have shot up in the past 6 months and now almost every other news article has some expert predicting $100 oil .  I find this quite funny actually.  Considering last year when oil peaked in the $70s, the same thing happened ...

personal blog entry - Theo - 2007-08-07 03:15 - 0 comments - 1 attachment

Uranium One slashes production forecasts

Shares in Uranium One ( UUU.TO ) were halted earlier today, and after market close they announced they would be slashing 2007 and 2008 production forecasts.  The company expects to produce 2.1 million pounds of uranium for 2007 down from a previ ...

personal blog entry - Theo - 2007-10-30 23:19 - 2 comments

Maxed Out

Here's something I was reading yesterday that I found interesting. It was from Robert Reich's (former U.S. Secretary of Labor) blog: "A managing partner of a large Wall Street financial house told me a few days ago the scenario could get m ...

personal blog entry - Vooch - 2008-01-27 10:29 - 1 comment