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QUOTE AND NEWS
Value Investing
May 23
Comment
Dr. Jeff Miller wrote an interesting question the other day:
“Why does a Shiller disciple care about profit margins?“
Now, I am not a disciple of Dr. Shiller, I disagree with him on many issues, Trills for an example. When Shiller talks,...
The Australian
May 11
Comment
CAPE Lambert Resources has reached an agreement to sell a copper project in Australia for $25 million in cash.
MaxKapital
Apr 13
Comment
Markets are said to reflect the collective wisdom (including warts) of all market participants. The lagging, co-incident and leading indicators should all feed through into the market. Can the valuation of markets be used to determine when...
Reuters
Mar 15
Comment
South Africa has conditionally approved Glencore's takeover of South Africa's Optimum Coal in a deal that values the company at close to $1.3 billion.
Reuters
Mar 9
Comment
A South African court on Friday
largely dismissed an appeal from government and unions to roll
back approval for Wal-Mart's $2.4 billion acquisition of
Massmart, ending months...
The Australian
Mar 2
Comment
CAPE Lambert Resources has moved quickly to restructure the board and management of Chameleon Mining.
Reuters
Feb 9
Comment
Labour demands in the south, power problems in the east and new tax burdens in the west: wherever you look in Africa, miners face a perfect storm of soaring costs.
Reuters
Feb 6
Comment
South Africa will not hit mining companies with surprise new taxes, although it may adjust existing codes on the industry, a leading government minister said on Monday.
Reuters
Feb 5
Comment
Top executives at
trader Glencore and miner Xstrata are hammering
out the final details of an $80 billion tie-up to seal the
industry's largest ever takeover,...
Scott's Investments
Feb 2
Comment
Below are some investment and market related articles I am reading this week:
Warning: Goat Rodeo - John Hussman
Shiller CAPE for the G8 - Mebane Faber
American Gridlock (pdf) - Dr. Woody Brock via John Mauldin
How Bullish is the...
Suggest other news sources for this topic
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