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July 2013



Taking a long view of potash producers

July 31, 2013 – Comments (2) | RELATED TICKERS: CMP , POT

I checked my portfolio a couple of days ago to notice that Compass Minerals, one of my larger positions, had fallen 24%.  [more]



Update on automakers

July 02, 2013 – Comments (3)

For some years, I've been very cautiously bullish on GM and Ford. On one hand, they escaped the financial/economic crisis by the skins of their teeth. If not for government intervention, GM would not have escaped, period. And of course they're pretty leveraged companies in a highly cyclical industry.   [more]

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