International
Has the Brazilian economy bottomed?
93631.pdf application/pdf Object. The 1st quarter earnings release for Companhia Siderúrgica Nacional (CSN) (SID: 16.42 0.00 0.00%) is linked above. I like CSN for its exposure to the Brazilian manufacturing market and huge EBITDA margins. Revenues and profits for the first quarter were down about a third from a year earlier as the Brazilian economy [...]
Adding new stocks to Portfolio
Today I am adding small positions of two stocks to this site’s Opportunities Portfolio. Companhia Siderurgica Nacional [[SID] Brazilian iron minor & steel maker has been a long time favorite. Wish I would have added this one a few weeks ago. Layne Christenson Co. (LAYN: 24.77 0.00 0.00%) Small position in this mining and water [...]
Opportunities Portfolio – Year End Review
I currently have two hypothetical portfolios I track on this site. A few days ago I wrote the year end review of the Income Portfolio. Before we get too far into the new year I wanted to write some notes about the performance of the Opportunities Portfolio. I started up the actively managed version of [...]
Watch List Review
I have just finished going through my Watch List and adding an industry behind each stock symbol. It helps me remember what the company is into. As I was going through the list a few of the stocks caught my eye as currently interesting. Here is a quick bit about the ones I found of [...]
Copa Airlines stays nicely profitable
Anyone watching the results of U.S. based airlines over the last 6 months know they have struggled mightily with higher fuel prices. In contrast, my favorite airline stock, Panama based Copa Holdings (CPA: 51.63 0.00 0.00%) has had two nicely profitable quarters in a row. For the just released 3rd quarter Copa had net earnings [...]
