It is my strong suspicion that paper is on its way out and that paper-related companies are headed for the, er, dust bin.
Dying companies should exhibit falling revenues and profitability. I also look for companies with large debt as this could be a catalyst for a collapse, especially in a tough credit environment like [...]

Summary:
Gained 1.3% and feeling alot more sanguine.  XSI continued to be the big upside mover with a little help from SNEN.  Most other categories were flat or mixed.
I was in a buying mood this week, adding to NRF, CNEH, AND SNEN and selling Oct 7.5 NRF puts.  I like the prospects of all of these [...]

Looked at a few things today:
CSGH (1.20) China Sun Group High-Tech Co
Recommended by a poster.  Earned .13 for FY2008.  Low PE for a growth story if a growth story.  I’m not familiar with their business.  What always worries me about tech cos is someone invents something better.
Other:
- no net debt
Their blurb:
China Sun Group High-Tech [...]

Summary:
My best week in a long time, up 6.9%.  The big mover was ALSWF, up 20% on the week and also aided by strength in the Canadian dollar.  Base metal miners also did well.  Financials were mixed, with CMO doing well, but my CMBS plays going down.  We’ll see if this turnaround sticks better than [...]

Summary:
Losses continue.  Another 1.5% down the drain.  It would have been alot worse if not for XSI, which announced earnings of .04 and gave a very bright outlook at the earnings call.
There were a bunch of other earning reports.  RICK announced and though they cut their outlook, the stock still rose a bit on Friday, [...]

Summary:
The Chinese began the Olympics on 8/8 because ba-ba (eight-eight) is good luck.  Such luck did not extend to my portfolio, which got pounded for almost 5%, wiping out the gains of the last three weeks.  Pretty much everything dropped.  The sector which has me most concerned are my mining stocks, which have been falling [...]

Summary:
I gained about 2.0% this week as SNEN moved sharply higher.  Without that gain I was marginally down.  SFI continued to get pounded.  I sold out before earnings near the low.  All in all a horrible performance.  At least my position was small.
In addition to the SFI sale, I added some CMO and SNEN before [...]