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December 3, 2017
Thank you for your thoughts on silver becoming overheated. In the context that you described silver, is Uranium a commodity that has favorable factors? I see the number of new reactors scheduled to come online over the next 10 years as out running the supply from mining. I believe it already is but the industry is relying on weapons decommissioning to make up for Read More
Categories: Ask Kuppy
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December 3, 2017
I’ve been fascinated by following JP Morgans down grades – since they downgraded MSFT 3 months ago – driving the stock to $23.80 a share – a buy in my book. Yesterday – JP Morgan Downgraded a company called Affymetrix -since Aug the stock as been trading $4-$5 a share.- In November -Israel Englander’s Firm – bought a 5% stake and Affymetrix has announced Read More
Categories: Ask Kuppy
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December 3, 2017
I’m in NYC just in time for another blizzard… I’m not having much luck on my winter travel. Kuppy, what do you think of the super-cheap Chinese stocks. Some of them like NIVS seem to be priced at crazy levels. NIVS has huge growth, and trades at just over 3x earnings. Is the chance of fraud enough to ward you away from stocks at Read More
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December 3, 2017
SAN FRANCISCO , Jan. 4, 2011 (RISI) – Canfor Pulp informed customers across Asia that it would increase prices on northern bleached softwood kraft (NBSK) pulp by $10/tonne, effective Jan. 1 until further notice, RISI has learned. A step in the right direction…. hi Kuppy, if 4 billion people can afford t-paper, what else can they afford ? (lots of other things, I presume). doesn’t all this Read More
Categories: Ask Kuppy
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December 3, 2017
Warren Buffet talks at length of buying great businesses that he intends to hold “forever.” Is he making the best of having a such a huge & closely watched portfolio to manage or do you have fundamental differences with the hold “forever” concept? The high growth small cap stocks you focus on can’t be managed by a ham sandwich, so the long term is Read More
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December 3, 2017
I’m confused about your Andean statement. Has something happened that makes you less convinced this a slip through the cracks winner? This is mining. Something always seems to go wrong and there are quite a few steps until they are making money (or even building a mine). I think the company will navigate those steps, but it’s risky all the same. Just remember, mining Read More
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December 3, 2017
Kuppy, What do you think on the AAG financing? Extra dilution is a negative? or a show of confidence by a well known investor is a positive? It’s a bit of both. Let’s talk about dilution… I don’t want to see more shares outstanding, but it isn’t the worst thing in the world. The company has needed capital to build the mine. Now they Read More
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December 3, 2017
HI Kuppy, just wondering if you have any comments on Alternative energy areas like Geothermal power stocks like Ram Power.. I know nothing about it. Sorry. Do you only invest in companies you understand clearly? If you knew a wise investor was investing in a company and he has a history of success, would you not buy into it as well? If I don’t Read More
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December 3, 2017
Kuppy, your MERC is up almost 30% in a month. Any idea what’s going on? Is there news? Dunno. Seems like more buyers than sellers…. It’s still quite cheap if I’m correct. In your earlier comments you had mentioned that if you are good with accounting, you can probably learn about any industry in a weekend. Can you please elaborate a little more on Read More
Categories: Ask Kuppy
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