February 5, 2018
Published by Kuppy at February 5, 2018
Categories
New year—new website—same rules here. Look; I’m not a registered financial advisor and I am certainly not YOUR financial advisor. However, I feel confident in saying that if you do not know why you own a stock and cannot analyze news releases, you probably shouldn’t own that stock. Since Thursday morning, I have received over 100 emails from people regarding Aimia Inc (AIM – ... Read More
Categories: Investments
Positions Mentioned: AIM CN
January 24, 2018
I will be speaking at the Seraph Global Investment Summit in Austin, Texas from March 5-8. More importantly, it’s an excuse to go to Austin and check out a place that I’ve always wanted to visit. If you want to come along, click this link and sign up. https://seraph.vc/2018-seraph-austin-meet-up/ Ohh… there will also be many other smart people speaking there as well. Kuppy
Categories: Travels
Positions Mentioned: none
January 8, 2018
Published by Kuppy at January 8, 2018
Categories
US Bankruptcy can be a very rewarding process for a company. Unprofitable contracts are eliminated and debt is reduced. For a cyclical, capital intensive and commodity industry, bankruptcy can be a godsend. Look at Tidewater (TDW – USA), an operator of Offshore Service Vessels (OSVs) used in oil production. Through bankruptcy, it’s eliminated all of its in-chartered vessels, reducing expenditures on leases at a ... Read More
Categories: Investments
Positions Mentioned: TDW
January 1, 2018
Published by Kuppy at January 1, 2018
Categories
Every once in a while a stock simply goes into the “too hard pile,” which creates opportunities. Honestly, I don’t blame investors for sometimes giving up on the analytical side. I mean, Teekay Offshore Partners (TOO – USA) really is a klusterfuk for the ages. It was meant as a drop-down Ponzi vehicle (I wrote about those 2 years ago as the whole MLP ... Read More
Categories: Investments
Positions Mentioned: TOO
Bubbles Everywhere…