July 27, 2009 –
Value stocks aren't usually the ones that lose money. WXCO has been losing some money. But it's also a turnaround with adequate liquidity for the time being for what that's worth. The company emerged from bankruptcy four years ago. Since then, it entered into a merger with Bairnco, a reverse split, and then went through a rights offering to pay down debt that resulted in Steel Partners at least briefly owning 75% of its shares. [more]
July 22, 2009 –
My armchair understanding that the expansion of the monetary supply would lead to inflation and that inflation would devalue dollars and lead to run-up in the value of gold has always been measured. For one, I knew that I never quite understood all of the mechanics or any of the counterarguments. I was knowledgable enough - though - to know that there is more than one counterexample to this too easy analysis. [more]
January 23, 2009 –
Would trade on what I take to be demographic trends. [more]
January 16, 2009 –
1. DGIT
2. NSR
3. PLUS
December 31, 2008 –
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RELATED TICKERS: BRK-A
, BRK-B
, HBI
My bet on airlines is starting to work out. As the economy firms up - if the economy firms up - the airline sector will take off: SWOOSH! If the economy tanks, well airlines are an indespensible part of modern life: cruising at 2200 ft.. And while there ordinarily might be a lot of BK risk messing around in the airline sector in the midst of a recession-depression, the airlines recently went through the revolving door post-2001, so they are probably in pretty good shape for the time being, unless and until a new spike in oil pressures their profits again. (Remember how the airline CEOs complained about how they needed to fix the damn "legacy costs," and then did so.) [more]
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