Author: admin

Red Robin Half Time

AGT.UN — Not Interested – But I like Agrium instead in this sectorBased on what I can tell, it’s trading at a P/S of ¼. http://www.sedar.com/CheckCode.do;jsessionid=0000SXv4swJYiWjxrp5g69Y1SUo:-1 According to Google, the…

Round Robin

My computer’s been down, I’ve gotten a lot of emails asking my thoughts on particular stocks. Here’s what I’ve got for a first glance. If I missed your stock, let…

Reader Feedback

Hi Glen, My portfolio has increased another 10% since Friday. Conseco blasted off on today’s 1Q earnings report. I can’t believe I picked it up at 48 cents and it’s…

Knowledgable Gene Franco

Ahh the macro view. I had an interesting conversation with a private equity analyst at Blackstone last month, his basic thesis was that commodity export dependent and goods export dependent…

Digest the obvious

Everyone is deriving absolutely idiotic conclusions on ACAS. American Capital’s Board of Directors will make a decision on the allocation of the dividend between cash and stock which will be…