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  1. Capital & Crisis: Orient-Express Sizzles And Other Updates • February 25, 2005

    Dear Fleet Street Investor, More good news this week on a few of our portfolio companies as earnings seasons rolls on. Plus, a couple of our companies were active on the acquisition front, and we’ll take a look at those, too. Orient-Express Hotels (OEH:nyse)–our owner of luxury hotels, restaurants and trains–reported earnings for 2004. The [...]

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  2. Capital & Crisis: Earnings Season Continues • February 18, 2005

    Dear Fleet Street Investor, ‘Tis earnings season once again, and our companies are reporting some good numbers. A quick review… But first, let me tell you that for purposes of tracking Brascan (BNN:nyse) in our model portfolio, the price used will be $36.30, which is the closing price on Feb. 9, the day the [...]

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  3. Capital & Crisis: The Stuff That Matters • February 17, 2005

    I said it would be a sweet Valentine’s Day, and indeed it was. Ingram Micro (IM:nyse) reported solid earnings that day and the stock took off in after-hours trading. Then the dopes at Prudential downgraded the stock. Wow, that’s incredible, I thought. The company just turned in a great quarter, nice year-end results, beating Wall [...]

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  4. Capital & Crisis: More on the Money Show & Other Stuff • February 11, 2005

    Dear Fleet Street Investor, There are many ways to skin a cat. So goes the old saying. While in Orlando for the World Money Show, I participated in a debate about macro versus micro investing with Dan Denning of Strategic Investment and James Boric of Penny Stock Fortunes. Denning was the macro guy, using a [...]

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  5. Capital & Crisis: Sell Popular for 145% gains • February 4, 2005

    Dear Fleet Street Investor, I am in Orlando this week at the World Money Show, which is being held at the Gaylord Palms Resort. The place is mammoth, spread out over some five acres, and there are over 13,000 registered attendees. On Thursday, I gave a presentation about my soon-to-be-released CrisisPoint Trader system that was [...]

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  6. Capital & Crisis February 2005 Issue: More Than Just Manure • February 1, 2005

    Increasing Populations, Less Arable Land and Shifting Diets Create an Opportunity for This Cash-Rich Producer of Commercial Fertilizers How a Series of Fortunate Events Built a $2 Billion Business In the end, they were $300,000 apart, which in 1898 was real money. On one side of the negotiating table was Frederick Augustus Heinze, the illustrious [...]

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