Thinking Big About Small Companies

Which of These is Not Like the Others?

September 18th, 2012 | Posted by Torin in IEC - (Comments Off)

The table below shows a relatively comprehensive list of North American exchange-traded electronic manufacturing services (“EMS”) companies. These companies are sometimes referred to as contract manufacturers because some or all of the goods they manufacture are ultimately sold by another company under another brand name. The P/E ratios for the industry are horrendous. The average … Read more

It’s Happening

September 2nd, 2012 | Posted by Torin in China - (Comments Off)

In June the Chinese government lowered its 2012 GDP growth forecast to ‘just’ 7.5%. Few actually believe the economy is growing that fast. Within the investment and economic communities it is widely accepted that Chinese GDP statistics are at least partly falsified. The Chinese government itself has said as much in cables revealed by Wikileaks. … Read more