Growth
Q3 earnings scorecard
Another quarter’s earnings report season is upon us and I will be using this post as a scorecard for the different stocks I track in my two portfolios: Income Portfolio and Special Opportunities Portfolio. The portfolios currently hold 21 stocks or ETF’s and I want to rate them using an easy two part scale.
In my [...]
Copa Holdings flying high over Latin America
Copa Holdings (CPA: 22.90 -1.22 -5.06%) is the parent of Copa Airlines and Aero Republica which provide airline service throughout Latin America. Second quarter financials came in with what could probably be called outstanding results in the face of the increased fuel prices encountered during the quarter.
Fuel cost increased $37 million (56% increase in price [...]
Aegean Marine continues to grow bunker tanker network
After last quarter’s earnings report I put forth the opinion that Aegean Marine Petroleum Network (ANW: 9.60 -2.10 -17.95%) had a stock price somewhat high in relation to earnings growth. Since then the stock has fallen from the low $40’s to the low $30’s. I do not know if it was my astute analysis or [...]
KHD strong growth continues
KHD Humboldt Wedag International (KHD: 8.46 -1.17 -12.15%) is probably the most under appreciated stock I know. This is a company in a essential industry, providing their service and products in the fastest growing parts of the world, have a growing backlog of orders and excellent margins. They also sit on a pile of cash [...]
Gigamedia growth on track
Gigamedia Ltd (GIGM: 4.29 -0.28 -6.13%), purveyor of online gambling and games, has reported reasonable earnings growth for the historically slow 2nd quarter. The quarter’s results came in a little below the record 1st quarter but were up nicely from Q2 of 2007. First a quick recap of the year over (YoY) year results:
Revenues up [...]
