May 02, 2013 –
At Berkshire's annual meeting this weekend, Warren Buffett will be inviting a prominent short seller to discuss his bearish thesis. In fact, it seems that Doug Kass is actually short the stock. In contrast, Berkshire is currently my largest stock position. [more]
March 15, 2013 –
Fuel Tech, which sells pollution control equipment to coal plants, was once one of my best ideas. Coal, especially coal with high impurities, leaves slag when burned in power plants. Slag can reduce efficiency, and it normally takes downtime to remove. Fuel Tech had proprietary chemicals that significantly reduced slag build up, and it also sold NOx reduction equipment (which helps with smog). It looked like the company would be able to make inroads in China and India by partnering with Itochu, a Japanese company that does business in China. And of course air quality is terrible in China, so you would think there would be a large market for this technology. [more]
January 19, 2013 –
|
RELATED TICKERS: SHLD
Earlier, I said that Sears was dead, and that Eddie Lampert might as well try to salvage what he could, but that I didn't think Sears was worth its share price. [more]
January 14, 2013 –
|
RELATED TICKERS: WFC
This is the understatement of the century: The big banks and financial firms have been through a lot in the past four years. Their investors have also been through a lot. [more]
January 10, 2013 –
|
RELATED TICKERS: SHLD
Eddie Lampert is now taking over as CEO for Sears Holdings. This is Sears' fifth CEO in seven years. And still the retailer has not turned around. Lampert refuses to invest in the stores, which is key to generating a good experience for customers, which in turn is key to actually generating sales. [more]
RSS Headlines
Fool UK