Category Archives: Industry Analysis

More retail companies for me to consider short opportunities – from Barrons

Posted on April 21, 2017 by Timeless Investor

More retail companies for me to consider short opportunities – from Barrons

Posted in Industry Analysis, Stock Watch | Tagged , | Leave a comment

Oportunities to short companies by buying (short term) Puts

Posted on April 7, 2017 by Timeless Investor

Opportunities to short companies by buying (short term) Puts

Posted in Daily Ideas, Industry Analysis, Investment Planning | Tagged | Leave a comment

Lumber ETF

Posted on March 27, 2017 by Timeless Investor

Lumber Prices Headed Higher – from Barron’s

Posted in Daily Ideas, Industry Analysis | Tagged | Leave a comment

Prison Bonds Are Going Through the Roof Thanks to Trump’s Immigration Policy – WSJ

Posted on February 28, 2017 by Timeless Investor

Prison Bonds Are Going Through the Roof Thanks to Trump’s Immigration Policy

Posted in Daily Ideas, Industry Analysis, Stock Watch | Tagged | Leave a comment

M&A ETF – from Barron’s

Posted on February 20, 2017 by Timeless Investor

M&A ETF – from Barron’s

Posted in Equity Analysis, Industry Analysis, Macroeconomics | Tagged , | Leave a comment

How to look for Biotech companies? – lessons from Barron’s

Posted on February 19, 2017 by Timeless Investor

How to look for Biotech companies

Posted in Equity Analysis, Industry Analysis, Stock Watch | Tagged , , , , | Leave a comment

Drug deregulation is coming: Ease FDA Drug and Device Approvals

Posted on December 9, 2016 by Timeless Investor

Drug deregulation is coming: Ease FDA Drug and Device Approvals – this could be big for drug industry, and benefit VRX greatly

Posted in Comments on News, Industry Analysis, Macroeconomics | Leave a comment

Is it a bad time to invest in REIT?

Posted on December 5, 2016 by Timeless Investor

Is it a bad time to invest in REIT? – here is a good WSJ article on this subject.

Posted in Industry Analysis, Macroeconomics | Leave a comment

The Economics of Volatile Oil Prices

Posted on November 23, 2016 by Timeless Investor

An excellent article on The Economics of Volatile Oil Prices

Posted in Industry Analysis, Oil Industry | Leave a comment

How sensitive is the oil price to the imbalance of oil demand & supply

Posted on November 23, 2016 by Timeless Investor

Here is an excellent study of how sensitive is the oil price to the imbalance of oil demand & supply – • This model explains how a drop in demand for oil of only 1 million barrels per day can account … Continue reading →

Posted in Industry Analysis, Macroeconomics, Oil Industry | Tagged , | Leave a comment