December 14, 2011
Published by Kuppy at December 14, 2011
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I don’t intend for AIC to be a site that picks bottoms, tops or price levels. However, this recent swoon in gold is enough for me to finally add to my position. If there is further weakness, I’ll continue adding more. Europe is blowing up, and I want my metals. Categories: Current Investments Positions Mentioned: none To receive email updates on new posts, use the Read More
Categories: Investments
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December 4, 2011
Published by Kuppy at December 4, 2011
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In investing, you don’t make the big money by buying cheap stocks—frequently, these things destroy your capital. The market always pays for growth and in a no growth world, you must look further afield for new themes. Unfortunately, many of the best themes are priced for this growth. Who doesn’t realize that the US population is rapidly aging? Or that technology will race ahead? Read More
Categories: Investments
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November 30, 2011
Published by Kuppy at November 30, 2011
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Yesterday, Fibrek Inc. (FBK: Canada) received an unsolicited takeover offer for its shares. This takeover substantially undervalues the company. As this offer is unsolicited, there’s a reasonable chance that the acquirer sweetens the offer in the next few months. Unfortunately, I think the best case scenario is that shareholders get a few pennies more. While you wait for those pennies, Mercer International (MERC: NASDAQ) Read More
Categories: Investments
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November 27, 2011
Published by Kuppy at November 27, 2011
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Lately, I’ve been less focused on the global markets because I’m so focused on Mongolia. However, it’s hard to ignore what’s going on in Europe as it affects all of us. Let me put it bluntly, they have about a week to figure this out, or they’re going back into the Dark Ages. They really have three choices; let the banks fail and destroy Read More
Categories: Comments On Events
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My Soap Box… (Sorry For Politics)