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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...
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Aug 19, 20223 min read
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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...
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Aug 18, 20223 min read
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Weekly rollup | Aug 08-14 2022
Stocks Mentioned: Bunge Limited (BG), Gladstone Land (LAND), Farmland Partners (FPI), Hannon Armstrong Sustainable Infrastructure Capital...
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Aug 15, 202210 min read
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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),...
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Aug 8, 20223 min read
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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...
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Aug 3, 20223 min read
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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...
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Aug 1, 20225 min read
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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,...
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Jul 21, 20226 min read
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Weekly rollup | July 11-17 2022
Stocks Mentioned: BW LPG (BWLPG), Hannon Armstrong Sustainable Infrastructure Capital Inc (HASI), Adventus Mining (ADZN.V), StealthGas...
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Jul 18, 20226 min read
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Weekly rollup | July 04-10 2022
Stocks Mentioned: ZIM Integrated Shipping (ZIM), Danaos Corp (DAC), Lundin Gold (LUN.TO), West Fraser Timber (WFG), Knight-Swift...
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Jul 11, 20228 min read
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Weekly rollup | June 27-July 03 2022
Stocks Mentioned: Gold, Natural gas, Tellurian (TELL), Yellowcake (YCA.LN) For ongoing coverage, follow me on my Telegram page June 29...
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Jul 4, 20221 min read
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Weekly rollup | June 20-26 2022
Stocks Mentioned: Chesapeake Energy (CHK), Dorian LPG (LPG), Champion Iron (CIA.TO, CIA.AX), Seanergy Maritime Holdings (SHIP), Lundin...
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Jun 27, 20227 min read
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Weekly rollup | June 13-19 2022
Stocks Mentioned: Benchmark Metals (BNCH.V), Microstrategy (MSTR), Silvergate Capital (SI), Valero (VLO), Weyerhaeuser (WY), BW LPG...
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Jun 20, 20226 min read
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