Medusa Mining Could replicate St Barbara Mining

Date: 14 Mar 2016 Medusa Mining (MML) has been a laggard. In Session 4 we have a BUY recommendation at A$0.565 but since then it has hardly moved and had for a short duration fallen to the A$0.30+. Medusa Mining 6 months ending December 2015 financials look impressive: Revenue up

Access Full Content →

Singapore and Hong Kong REITs

Date: 12 Mar 2016 This is in response to a question on Singapore and Hong Kong REITs We have touched on 3 Singapore REITs previously on the following sessions: Session 2 CapitaRetail China Trust Session 5 Croesus Retail Trust, Religare Health Trust Singapore is still the ideal place for REIT

Access Full Content →

#13: UKCM & British Land

Stock Picks Date: 11 March 2016

Access Full Content →

About PPHM

Date: 27 Feb 2016 Although I was disappointed with the stoppage of the Phase 3 trial combining Bavi with Chemo for lung cancer, there are a few factors that is worthwhile to consider: 1) We do not know the survival rate of the Bavi + Chemo, only that Chemo alone

Access Full Content →

#12: China Mengniu Dairy and Select Harvests

Stock Picks Date: 26 Feb 2016

Access Full Content →

#11: How to Profit from a Fallout of the US Oil Industry

Stock Picks Date: 5 February 2016

Access Full Content →

About EPS

Date: 4 Feb 2016 If you’ve gone through my modules, especially in measurement and assessment, you will notice that I don’t particularly use EPS nor did I set a KPI for EPS. There is of course a reason and I would like to share with you. In the foreign markets,

Access Full Content →

An Irresponsible Consequence?

Date: 4 Feb 2016 Japan recently cancelled the sale of March 10 Year Bonds due to the negative interest rates. Prior to that, the sale of  the 2 and 5 year Bonds too have been suspended. The BIG QUESTION now is how Japan intends to fund itself, being saddled with

Access Full Content →

Is The Fed At Near Breaking Point?

Date: 27 Jan 2016 This is a section of the Fed’s Balance Sheet. look at the Total Liabilities vs Capital. The Fed is leveraged 112.6 to 1.0! Several months ago it was just 77.0 to 1.0! The Fed is almost broke! There is also an issue of US$19.5B being siphoned

Access Full Content →

#10: Iluka Resources Ltd and Macquarie Atlas Roads

Stock Picks Date: 22 January 2016

Access Full Content →