Posted by Davy on April 17th, 2008 in Stock Research
Mystery solved: Horizon Lines Served With Warrants & Subpoena RE: Antitrust Investigation Details are scarce but my first instinct is that this is may not be as bad as it sounds. Of course, my feelings mean nothing until more details about the investigation are released. With HRZ’s heavy debt load and a large (and unbudgeted) capex program looming, it may be foolish to jump in here until a measure of the seriousness of the investigation is evident. . . An hour before today’s close, Horizon Lines [...]
Posted by Davy 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 [...]
Posted by Davy on January 17th, 2008 in Market Commentary, Stock Research
For the last few weeks, it has been strange to see the market selling off consistently but yet the VIX gauge stay in the lower 20′s. The VIX is now inching toward 30 and things are getting a little scary out there. I’ll admit this sell-off causes me to hesitate to wade in. I was [...]
Posted by Davy on January 14th, 2008 in Enlightened-American Portfolio, Gurus, Stock Research
A few weeks ago, I posted about some strange action in Horizon Lines (HRZ) and a few weeks later, Seth Klarman’s Baupost Group disclosed an 11% stake in the company, which may explain the upward price movement. In any event, if the share price holds up at this level, I will be a proud shareholder [...]
Posted by Davy on December 19th, 2007 in Enlightened-American Portfolio, Stock Research
This shipping stock is one I’ve followed for a while and was at its 52-week low just a few days ago. In the last 2 days, the stock has jumped over 20%. I don’t know if someone is accumulating the shares or if the company is bidding up its shares to support the stock (they [...]
