Oxstones Investment Club™By Claus Born, Senior Executive Director, Templeton Emerging Markets Group, At the end of November 2010, Chile, Colombia and Peru […]
A Potential Paper Trail of Profits To Asia
By Liu-Yue (Louie) Lam, Co-Founder & CEO, Oxstone Capital Management, SSCC, Smurfit – Stone Container Corp – USA, $21.65, 11/16/2010 […]
A Chinese Pick and Shovel Play on China Real Estate
By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, CRIC, China Real Estate Information Corp – China – $9.45, 11/17/10 CRIC […]
A Solid Play on the Emerging Market Infrastructure & Alternative Energy Investment Theme
By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, BWC, Babcock and Wilcox Company – USA – $23.09, 11/5/10, Babcock and […]
Selling Phones to Emerging Market Consumers
By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, Nok, Nokia – Finland, $10.21, 11/12/2010 Nokia is still the world’s largest […]
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 […]
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 […]
US cuts Social Security and Medicare
U.S. Debt Propasal Would Cut Social Security, Medicare By Heidi Przybyla and Brian Faler – Nov 10, 2010 12:53 PM […]
French will be working two years longer. Til 62, not 60.
Sarkozy signs the law: French retire at 62, not 60 PARIS (AP) – Retiring at 62 became law in France […]
A Chinese Train Transport Investment
GSH, Guangshen Railway Co – CHINA, $20.15, 11/23/2010 By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management, One of my […]