Short Oracle says Oregon's Attorney General
This looks very bad for oracle. Is this a common occurrence or is this a harbinger of a scorched earth approach to technology rollouts? Does this portend similar things to what happened to the…
Highlights from EnerCom
Crude Oil Inventory Is this email not displaying correctly? View it in your browser. August 20, 2014 CRUDE OIL INVENTORY/’000 bbls (Week Ended 8/15/14) Current: 362,545 Actual Build/(Withdrawal):…
2014 Energy XXI- If you are a value buyer and bottom fisher, throw a line out here.
2014 Energy XXI. Check out this video from CEO John Shiller talking about one of the leading shallow water drillers getting his stock pounded to the ground. If you are a value buyer and bottom…
We will be at Enercom next week visiting three of our investments
We are making the annual pilgrimage to Denver's Enercom next week. Dozens of CEOS and top management from mid to small market oil and gas companies pitch the investment merits of their companies to…
A number of interesting 10% plus yields
One we have a sizable position is ARRC ARES Capital Corporation, is one of if not the largest of these BDC companies that basically are mezzanine lenders to midtier companies. It's a good business…
Stocks suffer worst week in two years
You will hear a lot of explanations of why stocks had their worst week in two years. The truth of the matter is no one knows. Sure there are a lot of explanations and perhaps its just the sum of…
2nd Quarter 2014 Partner Letter
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Sax Angle June Performance
Sax Angle Partners put up very good numbers for June, up over 5.5% for the month. We did that in spite of finding very few equities corporate insiders were willing to buy.
House Republicans Resume Efforts to Reduce Fed’s Power - NYTimes.com
Any number of things could derail the benign climate for equity investing. This is one of them. It could happen as early as November elections but I couldn't handicap when Republicans will gain…
Typical business cycle- let the bull run!
Do you believe in the word typical when it comes to the economy and stock market? If so you might find this chart interesting. Where do you think we are in the cycle? I would have to say we are in…