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  1. Happy Earnings Surprises • July 28, 2006

    Dear Capital & Crisis Investor, Greetings from Vancouver! Today, I’ll stay focused on earnings, as a number of our companies reported this week. So far, it’s been a good earnings season for us. Let’s start with the biggest winner of the week, in terms of price increase… *** K-Swiss (KSWS:nasdaq) K-Swiss shocked Wall Street. The Street was expecting [...]

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  2. The Brazil-Japan Connection • July 7, 2006

    “Let us not look back in anger, nor forward in fear, but around in awareness.” – James Thurber, American writer Dear Capital & Crisis Investor, Last time I was in New York, I had dinner at Sushi Samba, which bills itself as a blend of Brazilian and Japanese cuisine. Seems like an odd connection. Japan and Brazil are [...]

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  3. Why Competitors Are Legally Banned From Challenging This Company • July 1, 2006

    The cold wind feels like a thousand pins pressing against your skin. The smell of diesel is in the air; the hum of the ship’s engines is a constant presence in your ears. In the area immediately around you, there is nothing but the grimy ice-encrusted decks and metal of the ship itself. Beyond that, [...]

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