I bought the print and related services company Quad/Graphics (QUAD) at an average price of $3.25 at 2.5% of the portfolio value. Quad is a well-known company with 15,300 employees in 45 printing facilities worldwide,…

I bought Nabor Industries (NBR) to the portfolio at $116 with 5% of the portfolio value. Nabors Industries is the world’s largest land oil and natural gas drilling contractor. I foresee a continued expansion of…

I bought Chico’s FAS (CHS) to the portfolio at an average price of $5.39 with 5% of the portfolio worth. Chico’s FAS is a specialty retailer of women’s private branded casual-to-dressy clothing, intimates, and complementary…

I decided to sell the coal stock Thungela Resources (TGA.L) at an average price of 985 GBP. I’m selling since coal prices are collapsing. I didn’t expect it to happen so quickly, and that’s why…

The current portfolio stocks have been working very well since the beginning of the year, but I’m sure you’ve been waiting patiently for a long time for a new stock, so here it comes: The…

Coal prices are still higher than historical values, but it’s decreasing quickly recently. We’re just at the beginning of the winter in Europe, but currently, the reserves there are 100% full, so prices can go…

After the sharp declines in the market, today is more of a time to buy than to sell, but it is also a good time to check your current holdings. Remember that a price decline…

Powerband Solutions (PBX.V) posted another weak report, as expected. Sales in Q2 were the same as last year and the net loss continued (net profit was very negative due to write-offs of intangible assets, not…

Tonight I sold the entire position in Orient Overseas (0316.HK) at an average price of 251 HKD. Why did I decide to sell? Just a month ago I wrote that “Orient Overseas  0316.HK or OROVY)…

I bought shares of the South African coal company Thungela Resources (TGA.L) at an average price of 1,296 GBp at 5% of the portfolio value. The stock is traded on the Johannesburg Stock Exchange under…