High Arctic Overseas: Good Things Coming
I had a chance to talk to the management team from High Arctic Overseas this week, and I came away encouraged. The stock is trading at a negative...
Best Ideas of 2025
The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...
Weekly Update (TKMS, NATL, HOH.V)
Before I get into my regular update, I want to flag one chart that caught my eye. The chart below shows that margins have held in there in the...
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