Profit Hunting

A quick look at Singtel.  I like them because their revenues are recurring, and they are in a markets which are a natural oligopoly.  Was a...

Rickmers Marine A REIT-like structure, holding and leasing 16 panamax container vessels (3400-5000 TEUs). Their fleet is new: all but one ...

Roll's recent  profit warning  was due to the transition from old engines to new one.  Old planes are being retired, reducing maintenanc...

Bought another 2073 RYCEY ADRs, at $10.4255.  Total cost USD 21,621. Thats priced at roughly 13X earnings.  Rare to find inexpensive blue ...

In late 2011, I sold my Perth property and converted the money to SGD, because: Commodity booms are cyclical, and we were 9 years into one...

A look at Rolls earnings and cashflows.  Same as for any company I want to buy.  Earnings vs Cashflows First, ignore the Net Financing. ...

Continuing my previous Nat Gas post.   Steps showing how I value Advantage Oil and Gas, a low-cost Canadian natural gas producer.  Since Na...