Cynical Trader

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Tuesday, March 22, 2011

Macro comments

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Even though I dont think you should put your money strictly on macro views without a bottom up analysis of an asset, it is essential to unde...
Sunday, March 20, 2011

European Goldfields

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European Goldfields is a precious metals company with properties in Greece and Romania, with proven and probable reserves of 10mm oz of gold...
Sunday, March 6, 2011

EGI Financial (8.10 last)

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EGI is Canada's second largest (next to Westaim) non-standard auto and niche insurance company with direct written premiums of $185mm. I...
Friday, March 4, 2011

Danier Leather (12.33 last)

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Danier Leather is a vertically integrated retailer that designs, manufactures and retails leather and suede products. Danier's coats, ja...
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Sunday, February 27, 2011

Cash Store Financial (13.15 last)

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Cash Store Financial is Canada's largest operator of retail loan branches, providing payday and cheque cashing as well as money transfer...
Friday, January 21, 2011

A Good Week

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A good week With the utmost humility I am quite pleased with how my picks have performed to date. On Monday Sun Gro Horticulture was the sub...
Thursday, January 20, 2011

Musings on Investment Philosophy

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I have spent a considerable amount of time thinking about how one should approach investing. While merely a memo and not a comprehensive ess...
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