Doubts about D1
Three years ago I interviewed Philip Wood, then chief executive of D1 Oils, which grows and processes jatropha. The jatropha plant has unusual qualities. It grows in the tropics on marginal land, where it doesn’t compete with food crops, and oil from its nut is refined into biodiesel.
One of the reasons investors, and D1, are [...]
Good companies going cheap
One way to beat the market is to find good companies selling cheaply, but that’s tricky because you usually get what you pay for. Ranking the market can help.
Although I detest screening, because it’s a way to accidentally screen out perfectly good stocks, I’m reverting to a screen of sorts to help me find companies [...]
Notable #1
Because one viewpoint is never enough, here’s some links to what I’m reading:
The Thing from another market!
The stock market is infected by fear and paranoia from the lonely wastelands of the debt market. But if it’s fear of the unknown that’s causing the panic, we need to face it, not run blindly.
I’m starting this blog with a quote from a press release from Fisher Investments. But first, to explain the picture, [...]
