Blog

October 8, 2019

Shipping Investors Have Capitulated – Time to Invest – SEA ETF

Contents Shipping’s terrible past investment performance – is it time to invest now? Shipping investing thesis – without shipping there... Continue reading

October 6, 2019

XOM Stock Analysis – The End of BIG OIL

The biggest risk when it comes to investing in XOM is that the management never stops believing in the everlasting... Continue reading

March 6, 2019

Food Stocks Sector Analysis And Investment Strategy

Do food stocks offer a margin of safety? Before discussing food stocks as investing opportunities, let me just tell you... Continue reading

January 29, 2019

Zinc Stocks List and Sector Analysis

Summary Zinc and copper are in a similar situation, low commodity prices over the last few years have put off... Continue reading

January 11, 2019

Altria Stock Analysis + BTI and PMI + Tobacco Industry

Contents Altria stock analysis and fundamentals. Reason for stock price decline. Tobacco business overview Discounted cash flows for MO BTI... Continue reading

January 6, 2019

Micron stock analysis

To invest in Micron, one has to understand the industry's cycle. A PE ratio of 2.5, doesn't mean much as... Continue reading

January 3, 2019

Investing In Uranium – Bullish And Bearish Thesis On 5 Uranium Stocks

The bullish thesis for uranium is strong; growing demand coming from Japanese restarts and developing Asia, alongside production cuts. However,... Continue reading

December 1, 2018

Stock Market News – The FED, Interest Rates and How to Invest

Good day fellow investors, The news this week was all about the FED as the FED’s chairman made a speech... Continue reading

November 29, 2018

McKesson Stock (MCK) – A Value Investing Perspective

MCK has caught the eye of many value investors, even Seth Klarman. I explain where it is that they see... Continue reading

August 19, 2018

Investing in Sugar – Südzucker AG Stock Analysis

Investing in commodities is tricky and many call me crazy for doing that. However, I don’t invest by buying an... Continue reading

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