top of page


Trade Update - West Fraser Timber
U.S. housing starts near 1-1/2-year low; factory output rebounds From the Reuters article: Single-family housing starts, which account...
-
Aug 23, 20223 min read
Â
Trade Update - BW LPG
BW LPG (BWLPG) reports Q2 results on the 29th. The company is the largest public listed owner of very large gas carriers, with a fleet of...
-
Aug 23, 20221 min read
Â


Weekly rollup | Aug 15-21 2022
Stocks Mentioned: International Seaways (INSW), Teekay Corp (TK), EuroDry Ltd (EDRY), Ardmore Shipping Corp (ASC), Hafnia (HAFNI.OL),...
-
Aug 22, 20228 min read
Â


ZIM: More Bullish Than Ever
Long-time readers know I have been writing about the containership and freight trade since May last year. I recommended Zim Integrated...
-
Aug 20, 20223 min read
Â


Grindrod Shipping Breaks Out
Grindrod Shipping (GRIN), which we closed during the June carnage broke out on reporting Q2 earnings. We exited at $19.25, which was...
-
Aug 19, 20223 min read
Â


Emotional Aspects of Trading: Dealing with Drawdowns
In India, there's an ancient tale of a king who became a sage in order to assuage his ego. King Vishwamitra coveted a cow belonging to...
-
Aug 18, 20223 min read
Â


Weekly rollup | Aug 08-14 2022
Stocks Mentioned: Bunge Limited (BG), Gladstone Land (LAND), Farmland Partners (FPI), Hannon Armstrong Sustainable Infrastructure Capital...
-
Aug 15, 202210 min read
Â
Weekly rollup | Aug 01-07 2022
Stocks Mentioned: Matson (MATX), Marathon Gold (MOZ.TO), Skeena Resources (SKE.TO), Danaos Corporation (DAC), Global Ship Lease (GSL),...
-
Aug 8, 20223 min read
Â
Thoughts on Mutual Funds
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
-
Aug 3, 20223 min read
Â


Bi-Weekly rollup | July 18-31 2022
Stocks Mentioned: Discovery Silver (DSV.V), Benchmark Metals (BNCH.V), Valero (VLO), Textainer Group Holding (TGH) and Triton...
-
Aug 1, 20225 min read
Â


Special Situation Alert - Canagold Resources (CCM.TO)
Samuel Clemens is known to have said that a gold mine is a hole in the ground with a liar on top. In the world of mining stock promotion,...
-
Jul 21, 20226 min read
Â


Weekly rollup | July 11-17 2022
Stocks Mentioned: BW LPG (BWLPG), Hannon Armstrong Sustainable Infrastructure Capital Inc (HASI), Adventus Mining (ADZN.V), StealthGas...
-
Jul 18, 20226 min read
Â
bottom of page