by Mariusz Skonieczny | Feb 23, 2018 | Carousel, General, Investment Ideas
This article has been written by Caliche from Calichebahada.com. Many will have noticed I have not put out any original commentary for a long time. The truth is during the market downturn there was really not much to say. That has all changed as of the announcement...
by Mariusz Skonieczny | Dec 16, 2015 | Investment Ideas
Different people are comfortable with different levels of concentration. However, anytime you see a hedge fund putting 73 percent of the portfolio into one stock, it is probably wise to pay attention. Baker Street Capital Management is making a huge bet on Walter...
by Mariusz Skonieczny | Dec 14, 2015 | Investment Ideas
When it comes to the drilling contractors, they can be loved or hated. Energold Drilling Corporation (EGD in Canada, EGDFF in US) is a drilling contractor with three business sectors: mineral exploration, energy exploration, and equipment manufacturing. Before it...
by Mariusz Skonieczny | Dec 10, 2015 | Investment Ideas
I have a relatively long history with Mitcham Industries. I bought it in 2009 for $5 per share and held it all the way until it reached $27 per share. I should have sold it at the peak. Instead, I watched it drop to $15 per share and then sold it. It was still a...
