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JakilaTheHun (99.90)

March 2010



The Hun's Market Round-Up and Portfolio Update

March 30, 2010 – Comments (4) | RELATED TICKERS: SNV , GRNB.DL , HMPR

It’s been awhile since I’ve written a more general analysis of the market.  I prefer to write equity analysis pieces for individual companies, but these pieces might give one a misleading impression of my form of stock analysis, as I am more macro-oriented than I probably appear and I do not consider myself a Buffett-style investor, even if my value orientation is similar.  Rather, I have always modeled myself more along the lines of George Soros.    [more]



The Hun's New Invasion - Brazil, Gold, Nuclear Power, and Bill Gates' Energy Vision

March 29, 2010 – Comments (17) | RELATED TICKERS: RSHCQ , GLD , UPS

Here are the items that have intrigued me the past couple of days:  [more]



The Hun's New Invasion, March 25th

March 25, 2010 – Comments (5)

It's been quite awhile since we've had a good ole' Hunnish invasion here on CAPS.  My apologies for that --- my time has been much more limited due to all the happenings in my personal life over the past few months.  This includes admission to a top-tier MBA program; which will hopefully land me a job in either real estate development or investment management.     [more]



Winthrop Realty Trust: Well-Positioned in the Commercial RE Downturn

March 15, 2010 – Comments (0) | RELATED TICKERS: FUR , LXP

It’s been almost a year since I originally wrote about Winthrop Realty Trust (FUR). I knew very little about REITs then and Winthrop was the first one I analyzed. The stock was selling at $6 per share at that time and today it stands at $13.00 and has paid out $0.91 per share in dividends. That’s a total return of around 132% for what was actually a relatively safe bet. Of course, the market did not realize that at the time.   [more]



The Hyperinflations Were Partially Correct --- They Simply Chose the Wrong Country

March 11, 2010 – Comments (58)

The Hyperinflationist Brigade has been out in full force for at least a year now.  Big names such as Jim Rogers, Mark Faber, Peter Schiff, and about 95% of the world's supply of goldbugs have all jumped aboard the train.  The basic theme that has been echoed over-and-over again is as follows:  [more]



Savannah Bancorp: Well-Run Microcap Bank Being Overlooked by the Market

March 03, 2010 – Comments (9) | RELATED TICKERS: SAVB.DL

The original version of this article with better charts can be viewed at Seeking Alpha.  [more]

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