Archive for May, 2008
A Tale of 3 Markets
May 2008 Lyon Press Release-Dist.pdf (application/pdf Object)
I have a personal interest in the Sacramento real estate market and check regularly for news of the market there. Today I found the press release linked above at the Sacramento Bee Real Estate Blog. Mike Lyon is the owner of the largest real estate brokerage in Northern California [...]
Notes on a couple of stocks
There are a couple of stocks I follow about which I would like to make a few comments. Tetra Technologies Inc. (TTI: 22.26 -0.08 -0.36%) released their first quarter earnings recently and City Bank (CTBK: 12.47 +0.41 +3.40%) has released nothing to tell me why the stock price is acting the way it is.
First, TTI: [...]
KHD Humboldt Wedag Ltd. continues strong growth
I always have to look up the spelling of the names in this company, from here forward it will be KHD (KHD: 26.17 +0.17 +0.65%). It has not been long since the company released year end results, and now 1st quarter numbers are out. They have one glitch (scientific term) in the number, which I [...]
Aegean Marine: stock price out-running earnings growth
Aegean Marine Petroleum Network (ANW: 31.27 +0.06 +0.19%) has released earnings for the 1st quarter of 2008. My impression is the company is expanding their operations rapidly, but earnings growth are not yet following the increasing sales. The report shows sales increased 46% from Q1, 2007. Earnings per share came in at 18¢ per share, [...]
How smart guys get rich
Forbes.com: Digital Rules By Rich Karlgaard
Rich Karlgaard’s latest post at Forbes.com on his conversation with Peter Theil, co-founder of PayPal and now president of the hedge fund Clariam. I think this quote from the post pretty much sums up the process of finding market beating stock investments:
Much of what Peter told me yesterday was off [...]
