Monday, December 15, 2014

Oil and helicopters

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I am reading the  annual report from United Technologies - which owns, amongst other things, a helicopter company. To quote: On the com...
6 comments:
Friday, December 5, 2014

One from the archives: The guy in charge of purchasing acreage at Northern Oil and Gas

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Northern Oil and Gas has been a minor obsession of mine for some years and we have remained continuously short. This is a blog post first ...
10 comments:
Wednesday, December 3, 2014

Northern Oil and Gas: Michael Reger's deeply misleading tweet

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Northern Oil and Gas ( NYSE:NOG ) is familiar to long-time readers of this blog. I posted about it here , here , here and here . I have b...
11 comments:
Friday, November 28, 2014

Thanksgiving post - an Australian feast

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I am in Wisconsin for my first ever American Thanksgiving. But a little homesick - so I want to show you how we feast in Australia. Kitc...
3 comments:
Thursday, November 6, 2014

Nu Skin results

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Nu Skin produced bad results - with sales declining in pretty well every region. These are the sales from the third quarter . 2014 2013 ...
5 comments:
Tuesday, November 4, 2014

That supposed Herbalife miss

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Herbalife results  was a miss on  volume growth . And first I was disappointed - but as I read the 10-Q carefully I became more and more che...
23 comments:
Sunday, November 2, 2014

Herbalife earnings preview

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This is a Herbalife earnings preview. I am an (extreme) bull on this stock - but I will try to state it as neutrally as possible. If the bea...
7 comments: