|
|
|
|
|
Welcome to Vestopia's Market Blog. Here, we collect all the recent public entries
written by our Investment Directors on all topics, including their thoughts on the
markets, industries and sectors, individual stocks, investment strategies and more.
Please feel free to post your comments here too. Make sure to check out their personal
investment decisions and portfolio holdings within their private blogs... where
you really get to look over their shoulders
|
|
|
|
Loading...
|
|
|
I had the opportunity to attend the corporate presentation by Mr. Clynton Nauman, President and CEO of Alexco Resource (AMER: AXU, TSX: AXR). Alexco Resource was incorporated in 2004 and is headquartered in Vancouver. They engage in the exploration and development of mineral properties in the Yukon Territory, Canada. The company's primary project is their 100% ownership of Keno Hill Silver
Read More...
|
|
Posted on Jul 24, 08 22:50 |
Tags:
AXU
,
AXR.TO
|
|
One of the areas that has been beaten up rather significantly and in my opinion far too deeply has been microcap and small cap asset management firms. Below, are two companies which I see as being potentially huge winners over the long-term. What each has in common is a strong ability to achieve excess returns in markets, a strong and conservative management team and a healthy balance
Read More...
|
|
Oil prices have fallen significantly over the last week which has caused the S&P500 to rally (up over 5%) while energy & material stocks have declined (down more than 7%). Personally, I'm not going to dump my energy & materials stocks so I can start chasing returns in everything else, but I do think this sector rotation has created some very interesting opportunities.
Read More...
|
|
Posted on Jul 24, 08 00:52 |
Tags:
sector
,
inflation
,
oil
,
VLO
,
energy
,
materials
,
TSO
|
|
Posted on Jul 22, 08 22:26 |
Tags:
|
|
Over the past several days, I discussed some potential winning themes that may develop under either an Obama or McCain administration. Now, I would like to discuss what some potential losing themes may be under either potential future president. Today's discussion will focus on themes which may be more difficult with Obama which will be followed by a similar analysis for McCain.
Read More...
|
|
|
|
|
|