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Vietnamese stocks have broken out to 2010 highs in decisive fashion – as measured by the Market Vectors Vietnam ETF (VNM): Source: StockCharts.com There is some speculation that some hot “quantitatively eased” dollars are flowing at a brisk pace into emerging stock markets. And Vietnam, being a laggard in the reflation trade, is now playing […]
When a CEO constantly bemoans the fact that his/her stock price is wildly undervalued by Wall Street – why don’t they just jack up the dividend, and/or buy back stock hand over fist? Intel’s Paul Otellini is constantly scratching his head about the lack of air under INTC’s price action – and he’s not alone […]
Here’s a great piece of stock analysis by our good friend and reader Shaun Noll, Founder and Managing Partner of Stirling Capital Management. Shaun was kind enough to let us republish here. Enjoy! *** This is a very simple idea, a very small company and is perhaps the most pure “dollar for .50” I’ve seen in awhile. […]
There’s not much to like about the prospects for “old school” publishers like newspapers and magazines these days. With the internet giving legs to anyone with something to write, blogging platforms like WordPress that enable you to get started at almost no cost, and search engines like Google sending readers your way, I can’t see […]
Big thanks to reader Shaun Noll, Founder and Managing Partner of Stirling Capital Management, for a heads up on an energy stock that he believes is absurdly cheap by any valuation measures. Shaun had emailed me privately about this company about a month ago – and since then it’s up over 50%! Of course, I didn’t […]
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