Global REIT Boom Ends here?
Readers of my previous article would know that i think there are certainly some bargains on the REIT front. In this article, Eric Roseman summarizes what happened, why REITs got hammered and whether there are opportunities out there.
One of the biggest casualties of the global financial crisis is the big bust now underway in REITs, […]
Barrick Gold Becomes An Oil Producer?
Barrick’s bid to acquire Cadence Energy surprised me at first. After all, Barrick is a gold miner, right?
The nature of the bid was surprisingly local. Cadence is a small oil driller; we’re talking tiny. They produce 3,600 barrels of oil a day. I mean, why bother? The short answer is this: Barrick is thinking globally, […]
SPC: Singapore Petroleum Corporation second quarter results
Just got wind from Maki that SPC have just released their second quarter results. so how did they fair?
Revenue Growth was 64%
However, net profit grow by only 0.5%
Compare to previous year cash position was drastically reduced to 290 mil from 475 mil
However, what has increased are derivative instruments from 7 mil to 64 mil
Increase in […]
David Dreman:Bear Market Opportunities
These aren’t happy times, but they’re historic ones. The Dow Jones industrial average suffered its worst June since the Great Depression. In July it crossed the threshold into a bear market, dropping 22% from its October 2007 high.
The liquidity crisis continues to unfold, proving far worse than even the most pessimistic Wall Streeters expected. Several […]
Oil supply and World GDP: The Correlation
For those people who do not think that the current rising oil prices is a result of supply rather than demand, the Interim Report on Crude Oil, from the Interagency Task Force on Commodity Markets has this to say:
The Task Force’s preliminary assessment is that current oil prices and the increase in oil prices between […]
HUI and S&P 500
First off, Happy New Year to all. Hope that everyone will have a good investing year this year. Best of health to your family and you as well.
Gold and Oil pushed high overnight in US trading. Out of all the commodity plays, I like gold and natural gas better as the technical picture does not […]
Tidbit: Oil at 100
a2a_linkname=”Tidbit: Oil at 100″;
a2a_linkurl=”http://www.investmentmoats.com/stock-market-commentary/contrarian/tidbit-oil-at-100/”;
