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May 16, 2010
Published by Kuppy at May 16, 2010
I am writing from Sydney Australia. Sometimes you need to just get away from it all and take some time to think things through. I’m an investor—not a trader. I am not trying to capture the next 3% move. Let someone else figure that out. PPI figures, CPI numbers, employment (or unemployment), bailouts and wild market gyrations, what does it all mean? Should I
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May 10, 2010
Published by Kuppy at May 10, 2010
I look at smaller companies because they can offer much better upside than larger companies. Part of this upside is the result of rapid earnings growth. Small companies can be more nimble and efficient than larger companies. However, earnings growth isn’t always where you make money. Often, you can make just as much money on multiple expansion. What is multiple expansion? It refers to
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May 6, 2010
Published by Kuppy at May 6, 2010
There are good days, there are bad days and there are awful days. Today was a debacle. Almost everything our fund owns was down. Some positions were down more than ten percent. Even worse, we stopped out on a number of trading positions. It was a mess. Our portfolio looks like a crime scene—all red. My dad tells me that some days you’re the
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April 24, 2010
Published by Kuppy at April 24, 2010
For most of the last two decades, investors have been enamored with technology. I am baffled to understand why. Why do these companies trade at such hefty multiples? Why is there so much excitement? For the most part, technology is an awful business to be in. What’s good about the business? When things are good, there are strong margins, rapid growth phases and a
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March 12, 2010
Published by Kuppy at March 12, 2010
Green energy is a trend for the future. I always like investments when you can make money and feel good about helping the world as well. However, after years of searching, I still cannot find a way to really invest in the technology. What will be the trend for the future? Even if you knew which method would be dominant, could you profit from
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March 7, 2010
Published by Kuppy at March 7, 2010
I had owned the stock for years. I liked the business, I liked the assets and in particular, I really liked the CEO. He was a hard worker and he had the bags under his eyes to prove it. He lived and breathed his job. I remember seeing him at an industry party with the same bottle of warm beer for hours. He wasn’t
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March 7, 2010
Published by Kuppy at March 7, 2010
Quick, what’s the world’s worst investment sector? Airlines? Autos? Biotech? Give up? Junior mining is way worse. Airlines limp on for years in quasi-bankruptcy—so do autos. A few companies like Toyota even do well. Biotech companies sometimes find something interesting. Even if your junior mining company finds something, you still will probably lose money. Junior mining companies span the universe from a guy with
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