Tag Archives: sellers

ls it the perfect storm? Did someone hit the sell everything button?

U.S. fund manager Peter Tchir sent a note to his clients entitled: “Did Someone Hit the Sell Everything Button?” His biggest concern (and everyone’s) is the sudden change in behavior – panic selling. Younger money managers likely haven’t experienced the … Continue reading

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AAPL Sauce – The downside of upside!

Back in July I published a commentary warning about the perils of following the herd into a much loved stock. The risk is not disimilar to my previous post concerning the current love affair of investors in general with bonds. … Continue reading

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Trees are GOLD in China; but Sino not the only way to play!

If you think the forest products industry is boring, be sure to watch this video.  I recall many years ago being invited to a live demonstration of heli-logging up close and personal on Vancouver Island.  It was a remarkable experience. Trees are gold in … Continue reading

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Research In Motion, Short Selling & Slavery!

I’d like to begin by highlighting an excellent comment that was recently posted by Richard – the comment was concerning an older post entitled “Short sellers are the muggers of the financial industry.” “cheers Mal – hey your comments on … Continue reading

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Global meltdown or “a pause for the cause?”

The good news, is that I continue to see regular (less frequent that 2 years ago for sure) predictions that the financial world is about to go into a meltdown along with Japanese nuclear reactors.  Good news because if everyone were seeing the … Continue reading

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Gold versus wood – putting passion before wisdom; not for the ‘maverick’ investor.

From Bloomberg yesterday: “Commodities across the board are rallying, aggravating the inflation outlook,” said Chae Un Soo, a Seoul-based trader at KEB Futures Co. “For now, more and more investors are looking to precious metals as a shelter.” Or the … Continue reading

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Telecom YES, Resources NO! Maverick investors take note!

This announcement caught many by surprise: LONDON/FRANKFURT, March 21 (Reuters) – Deutsche Telekom <DTEGn.DE> said it would focus on organic growth and return cash to shareholders after agreeing the sale of T-Mobile USA to AT&T <T.N> for $39 billion, lifting … Continue reading

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