Finding a potential Oxstone in the emerging markets cement business

By Liu-Yue (Louie) Lam, Oxstone Capital Management, CX, Cemex – Mexico, $9.31, 11/10/2010 CEMEX is the world’s 3rd largest cement […]

By Liu-Yue Lam | 16 Nov 10 | Posted in Commodities, Finding Oxstones, Latin America, Oxstone Investment Commentary, Stocks | Comments (0)

A Play on Geothermal and the Green Energy Movement

By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, CPN, Calpine – USA, $12.02, 11/1/10 Calpine is an independent power producer […]

By Liu-Yue Lam | 15 Nov 10 | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Stocks | Comments (0)

Taking the Rare Earths Quest to Canada (MCP, REE, GMO, REMX, AVL.TO, QRE.V, QRM.V, RA.V, RES.V, TCR.V, UCU.V)

By JON C. OGG, 247Wallst.com, The rare earth oxide, rare earth element, and rare earth minerals segment is continuing to […]

By Liu-Yue Lam | 14 Nov 10 | Posted in Finding Oxstones | Comments (0)

U.S. Stocks That Offer Emerging-Market Returns

Stockpickers look to capture overseas growth by buying U.S. companies with big operations abroad. So far the strategy is paying […]

By Aidualc | 13 Nov 10 | Posted in Finding Oxstones | Comments (0)

Fixing American Finance

The U.S. financial system is erratic and voracious, and keeps score in milliseconds. Here’s how to rein in the beast […]

By Aidualc | 12 Nov 10 | Posted in Food for Thought | Comments (0)

Despite $1,400 Gold, Still Many Gold Laggards (GLD, GDX, GDXJ, AUY, KGC, RGLD, GRS, RBY, NXG, XRA, DROOY)

From 247wallst.com site. By JON C. OGG, Gold is hitting record highs now that we are seeing above $1,400.00 per […]

By Liu-Yue Lam | 11 Nov 10 | Posted in Africa / Middle East, Commodities, Finding Oxstones, North America, Stocks | Comments (0)

Berkshire Hathaway & Buffett’s Newest Stock Holdings A to Z

From 247wallst.com Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities […]

By Liu-Yue Lam | 07 Nov 10 | Posted in Finding Oxstones, Investment Wisdom, North America, Stocks | Comments (0)

Emerging Markets Consumers Fill Their Carts

by Jon Markman, Market Watch, Commentary: Got ‘Hot-Kid’ milk? You soon may as global brands spread For most of the […]

By Liu-Yue Lam | 06 Nov 10 | Posted in Africa / Middle East, Asia, Eastern Europe, Finding Oxstones, Latin America, Stocks | Comments (0)

Brazilian Real Estate is a Buy

By Chris Mayer, for The Daily Reckoning Someone once said that if LA threw up on New York, it would […]

By Liu-Yue Lam | 31 Oct 10 | Posted in Commodities, Finding Oxstones, Latin America, Real Estate | Comments (0)

OXSTONE M&A/TAKEOVER TRADE IDEAS

By Liu-Yue (Louie) Lam, Oxstones YHOO, YAHOO – $16.49, 10/30/10, remember MSFT wanted to buy it in the $30’s?  Still […]

By Liu-Yue Lam | 30 Oct 10 | Posted in Asia, Finding Oxstones, North America, Oxstone Investment Commentary, Private Equity, Stocks, Western Europe | Comments (0)