Posted by Davy on February 6th, 2008 in Market Commentary, Pundits, Stock Research
Here’s another humdinger: according to Bloomberg (via BTV), Rio’s rejection of BHP Billiton’s bid has led to speculation about other mining takeovers. The news anchor then cited the rise in other “takeover speculation” mining stocks like Barrick Gold, Newmont Mining, Goldcorp, Kinross Gold as evidence of this speculation. Let’s be clear — BHP’s bid for [...]
Posted by Davy on February 4th, 2008 in Enlightened-American Portfolio
SK Telecom is the latest addition to the Enlightened-American portfolio. You can find all the sordid research at the website: SK Telecom Investment Report I haven’t been overly aggressive during this downturn, partly due to hesitation over further downfalls and partly due to an aversion to US-centric stocks. While I do not necessarily think we [...]
