Daily Archives: December 12, 2023

Showing articles 1 - 2 (2 total)

01Nov3:48 pmEST

Deep Value in the Far East

With a staggering PE ratio of 2, South Korean steel maker POSCO, below on the quarterly chart, is back down to important price levels dating back to late-last century.  Perhaps of most significance in the here and now, the legitimate prospect of a China re-opening (it has to come at some point fairly soon, one would think) is also spurring base...

01Nov11:38 amEST

Deciding Who Lives and Dies

While nothing is immune in a bear market, especially if and when we see the next leg down, it is worth noting which stocks in given sectors the market hints at as being winners versus losers for the eventual turn into a new bull regime.  In the case of solar, tons of debate surrounds ESG. However, there is little argument now that ENPH and...


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