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Wednesday, April 23, 2008
From Pink Sheets - view blog entries - visit this blog
April 23, 2008 at 2:53 pm ET
I'll need to add a lot of background stuff here, but people who own Strathmore and its spinoff, Fission Energy (note that this is NOT the same Fission Energy), should know about the competing claims ... (more)

Tuesday, April 1, 2008
From Pink Sheets - view blog entries - visit this blog
April 1, 2008 at 10:36 am ET
Quick Note: I considered selling shares of Fission Energy and buying shares of Strathmore Minerals, but decided against it. The reason is due to one of the main conclusions I reached while in Australia: ... (more)

Sunday, March 30, 2008
From Pink Sheets - view blog entries - visit this blog
March 30, 2008 at 1:54 pm ET
I currently own CPI Aerostructures, which does maintenance on airplanes, mostly military. It was a VIC idea and the guy who recommended it actually changed his mind, while I continue to stick with it. My ... (more)

Sunday, March 23, 2008
From Pink Sheets - view blog entries - visit this blog
March 23, 2008 at 9:55 am ET
Shenda Tech issued their 10-K and a press release announcing Q4 results. I'll cover the full 10-K in the next post. Let's look at the quarter over quarter results (which they don't break ... (more)

From Pink Sheets - view blog entries - visit this blog
March 23, 2008 at 7:57 am ET
NICK purchases and originates subprime auto loans in the Southeastern US. I've owned them off and on for years.early look, Apr 22, 2006Q4 results, Apr 28, 2006thoughts on NICK, Aug 16, 2007a closer look, ... (more)

From Pink Sheets - view blog entries - visit this blog
March 23, 2008 at 7:47 am ET
Shengda Tech (SDTH) makes nano precipitated calcium carbonate ("NPCC") which has several industrial uses. They also have a legacy coal-based chemical business. In terms of trailing P/E, I paid a fairly high price ... (more)

Saturday, March 22, 2008
From Pink Sheets - view blog entries - visit this blog
March 22, 2008 at 9:13 pm ET
I do my best high level thinking from 35,000 feet. Literally. On this trip, the biggest insight I had was one that was pretty much along the same lines as what I've observed ... (more)

Thursday, March 13, 2008
On Sabbatical (8 clicks)
From Pink Sheets - view blog entries - visit this blog
March 13, 2008 at 10:00 pm ET
In case anyone is wondering, I'm in Australia now [briefly] and it should be obvious that I'm taking a fairly long break from investment activities. I'm watching things, but not doing any significant analysis ... (more)

Saturday, February 16, 2008
From Pink Sheets - view blog entries - visit this blog
February 16, 2008 at 12:35 pm ET
NICK (sec) I originally bought NICKat the end of July 2003 and sold it in Aug and Sept 2005. Great success! I looked at them briefly here. I have this habit of ... (more)

Monday, February 4, 2008
From Pink Sheets - view blog entries - visit this blog
February 4, 2008 at 10:04 pm ET
I've noticed what seems like a trend over the last few years regarding Internet advertising. I'm seeing more and more major advertisers on banner ads. It's been a long, slow trend, but it ... (more)

Wednesday, January 30, 2008
From Pink Sheets - view blog entries - visit this blog
January 30, 2008 at 7:10 am ET
It appears that the spot price of uranium is now down to $78. This has been driving down the prices of uranium stocks even more. What's more, there's substantial amounts of uranium going ... (more)

Wednesday, January 16, 2008
From Pink Sheets - view blog entries - visit this blog
January 16, 2008 at 6:32 am ET
I just happened to see a stock price for AeroCentury (ACY, sec) and it immediately added an interesting perspective to the current view of things.AeroCentury is a tiny company that I followed from early 2001 ... (more)

Monday, January 14, 2008
From Pink Sheets - view blog entries - visit this blog
January 14, 2008 at 7:40 pm ET
There's a news report that Fission Energy, the spinoff from Strathmore Minerals has discovered some half-pound-per-ton uranium ore at shallow depth in South Australia. It's not that this is a big find, what surprises ... (more)

Friday, January 11, 2008
From Pink Sheets - view blog entries - visit this blog
January 11, 2008 at 10:21 pm ET
Here are my notes from the Conforce International (combined links) interview with Marino Kulas today.CFRI consists of two distinct operating divisions.1) The container terminal depot with capacity of 5,000 containers in Toronto. Customers include ... (more)

Wednesday, January 9, 2008
From Pink Sheets - view blog entries - visit this blog
January 9, 2008 at 7:23 pm ET
CFRI (combined links) announced results of testing by an independent company during a trial order by ATC Houthandel which started back in May 2007. NOTE: This is for the trailer market, not the container ... (more)

Tuesday, January 1, 2008
minus 35 percent (9 clicks)
From Pink Sheets - view blog entries - visit this blog
January 1, 2008 at 1:54 pm ET
Well, last year I had a positive 74 percent return. After the best year ever, I suppose it's not surprising to have my worst year ever: a negative 35%. The net result is ... (more)

Wednesday, December 12, 2007
status (8 clicks)
From Pink Sheets - view blog entries - visit this blog
December 12, 2007 at 6:23 pm ET
Not much is going on right now. I haven't been posting because I really don't have much to say. Shengda Tech has been taking off, but it's only a small investment. D'oh! ... (more)

Sunday, December 2, 2007
From Pink Sheets - view blog entries - visit this blog
December 2, 2007 at 10:40 am ET
I've been sifting through the pink sheets again looking for diamonds in the rough. I'm finding a whole lot of rough and not a lot of diamonds.DPSY: This is actually a disaster itself. ... (more)

Saturday, December 1, 2007
From Pink Sheets - view blog entries - visit this blog
December 1, 2007 at 12:09 pm ET
Ok, so it's time to take a look at what's going on with the [non-weapons grade] uranium market: supply and demand to see if I'm still happy with my investment in Strathmore Minerals.Paladin claims to ... (more)

Saturday, November 17, 2007
From Pink Sheets - view blog entries - visit this blog
November 17, 2007 at 9:26 pm ET
Tootie Pie (TOOT)They sell pies, mostly wholesale to Ben E. Keith Food Services and Sysco in San Antonio. The corporate customers buy pies for gifts, events, customer gifts, and personal use. They do have a ... (more)

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