Trades and observations from a British contrarian stock investor

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Wednesday, February 23, 2011

Next Contrarian Investor review

So far on my potential list for the next Contrarian review are:
MeDavinci (MVC) - soon to be Oregon Gold
Motive Television (MTV)
Ceramic Fuel Cells (CFU)
Proteome Sciences (PRM)
Anglelsey Mining (AYM)

Further ideas appreciated! But please tell me why they are undervalued and what is the forthcoming news flow which will rerate the shares. Time is always short!

3 comments:

  1. Hi Contrarian,

    Having heard a tip on the S&A investors podcast about titanium (episode 66 - 31:30)...there are claims that there will be a big increase in the demand for titanium in the aviation industry as asia take to the skies...I personally have not validated this but we do know China is already creating their own aircraft. I was wondering what you think of TXR and also if you've looked into Titanium at all?

    Many thanks,

    Aeron

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  2. Frank Curzio also talked about gas on S&A, interesting to see the BHP deal this week. HAven't looked into titanium recently but will take a peek.

    Talking about S&A investor radio, I wonder how many Brits are switched on enough to listen to it? Shame we don't have anything similar this side of the pond. The Yanks, god bless 'em, are so much more switched onto equities. Far too many people in this country are happy with the 0.2% in bank account X!

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  3. Yes, it's always fascinating and helpful to hear about what's happening in the rest of the world...it would be nice to see how the contrarians inquisition would value that $5 billion fayetteville shale deal in light of Frank Curzio's hypothesis. Please forgive my inevitable naivety (new to investing) but isn't BHP already flying high?

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