Monthly Archives: August 2008

Short Ideas: DX, RRD, SR, EBF

Posted on August 31, 2008 by

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 … Continue reading →

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Week Ending 8/29/08

Posted on August 30, 2008 by

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, … Continue reading →

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HK, CSGH, ACY

Posted on August 25, 2008 by

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 … Continue reading →

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Week Ending 8/22/08

Posted on August 23, 2008 by

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 … Continue reading →

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Week Ending 8/15/08

Posted on August 17, 2008 by

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 … Continue reading →

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Week Ending 8/8/08

Posted on August 17, 2008 by

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 … Continue reading →

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Week Ending 8/1/08

Posted on August 6, 2008 by

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 … Continue reading →

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