Tag Archives: Cyclical Businesses

Research on a Cyclical Business; The bubble in front of our faces

debt fueled buybacks

commodities pct below all time high


Repeat after me: All markets are cyclical, all markets are cyclical, all markets are cyclical.

xau spx

A good example of research for a simple, cyclical business

JAC_Simple Digressions Oct 25 2015 46 cents ENERGOLD

More here: http://prostedywagacje.blogspot.com/2015/10/impact-silver-cheap-stocks-but.html

Perspective on the mining market and gold: Van Eck Joe Foster Gold-Public-Monthly-Commentary-2015-10

And be careful, The Bubble in front of our faces………http://hussmanfunds.com/wmc/wmc151116.htm

Balance Sheet Quiz and Case Study on LPX

It is time to dig into the micro level of balance sheets and to test YOUR skills; take no more than 10 minutes on this case study found here:


A few readers have asked me for search strategies. I will do a post on this later.  Mr. Buffett would tell you to sit down in a library and go A-Z through Moody’s or Value-Line.   What the $%&*!–that is 3,000 companies.   Well, start with the As.

I do not do screens for the reason that should become obvious in the above case study.

If my instructions are unclear please post your questions and I will clarify. Good luck.