Weekly dispatches

Month: March 2020
Gazprom – is it now or never?

Gazprom – is it now or never?

Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.

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Blogs to watch (part 6): Cody Shirk

Blogs to watch (part 6): Cody Shirk

Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are seven reasons why I love his writing.

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P/E of 2.5 and >20% dividend yield with this coal stock

P/E of 2.5 and >20% dividend yield with this coal stock

It's the second time this stock is trading so low. It was similarly cheap in 2021 and then soared by 15x. Now is a good time to take another look.

Iconic New York at a discount

Iconic New York at a discount

2-5x upside with New York's next great neighbourhood – this bargain stock gives you easy access.

Buy Florida land – where it's still cheap!

Buy Florida land – where it's still cheap!

Florida's panhandle region is bound to benefit from a major transformation over the next 10-20 years. This stock gives you easy exposure.