“Deep-Sea Eel Pizza with Robert Hsu”

May 13th, 2008   by StockGumshoe

Time escapes the Gumshoe today, so we’re going to have a look at a quick email I got from Robert Hsu late last week.

Hsu’s ads for his China Strategy service tell us that the key to his success is understanding Chinese consumers and what they want, and understanding how China is different. He believes he has that understanding because of his “boots on the ground” research crew, his own heritage and language skills, and his frequent visits to the Middle Kingdom.

I can buy that, I suppose — though I think the importance of “boots on the ground” has a tendency to be overstated by some newsletter editors and analysts who enjoy travel junkets … Read the rest of this entry »

“The $6.4 Trillion Land Grab” Growth Report

May 12th, 2008   by StockGumshoe

This stock teaser comes in from Ian Wyatt’s Growth Report newsletter, which I don’t think I’ve written about before.

But the stock? That I have written about before.

Those of you who’ve been around GumshoeLand for a little while might remember a teaser from Matt Badiali on the “Oil Sands Story 60 Minutes Missed” — it was about an oil sands company that’s not yet producing oil, but that has access to huge potential oil sands reserves in Saskatchewan. Read the rest of this entry »

“One Company Dominates the Future” Oxford Club

May 11th, 2008   by StockGumshoe

I don’t know exactly when this email might have first circulated, but it touts a stock that the folks at the Oxford Club believe should be the top grower, and best performer, of 2008.

Naturally, they’d like you to subscribe to receive their special report — it’ll cost you $79 a year, which may or may be your cup of tea. Oxford Club Communique, their newsletter that you get when you join the club, does indeed have a good long term record. Not outlandishly good, but they have outperformed the Wilshire 5000, on average, over many years.

But of course, if you just want the name of their “one stock” that will be the best this year … read on! Read the rest of this entry »