Posted by Davy Bui on September 15th, 2008 in Enlightened-American Portfolio, Market Commentary
I start with an analogy…I used to be a big fan of that TV show, Friends but toward the end of its run, I got really bored with the show and couldn’t have cared less when it came off the air. And my least favorite character was Joey, so I had absolutely no interest [...]
Posted by Davy Bui on March 16th, 2008 in Enlightened-American Portfolio, Stock Research
Here is the research from the old website. Any updates can be found on the this blog and will not be reflected on these older web pages.
ENLIGHTENED-AMERICAN PORTFOLIO PICKS
Agnico-Eagle Mines - (AEM-US) - updated 10/28/2007
Chesapeake Energy - (CHK-US) - updated 11/18/2007
Devon Energy Research Report - (DVN-US) - updated 02/12/2008
Elements ETN linked to the [...]
Posted by Davy Bui on November 12th, 2007 in Stock Research
Looks like last week’s selloff finally caught up to us. Some really notable names off hard:
NOV off ~6 pointsPBR off ~8 pointsPCU off 9+ pointsABX off 3+ pointsAUY off 1+ pointBHP off 3+ pointsCNQ off ~6 pointsFCX off 10+ points
In my portfolio, AEM, TCK, PWE, hell pretty much everything in there is throwing up [...]