Friday File: Cabot’s #1 China Pick, Altius, and more…

by Travis Johnson, Stock Gumshoe | March 21, 2014 4:42 pm

Plus my latest Thoughts on some of our Royalty Companies, and another small buy

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Source URL: https://www.stockgumshoe.com/reviews/china-and-emerging-markets-report/friday-file-cabots-1-china-pick-altius-and-more/


7 responses to “Friday File: Cabot’s #1 China Pick, Altius, and more…”

  1. ockrazor says:

    Look forward to your color.

  2. nortie says:

    I just checked ATUSF and it shows an EPS of -0.22 (Yahoo Finance). Does it worry you?
    I am not sure that the question is pertinent or even intelligent as I am quite new at investing. I signed up to your Irregulars because it is the most instructive site for a beginner like me. You have a talent for making complex financial concepts understandable to non financial professionals and yet, still manage to give a perfectly detailed analysis.
    Many thanks.

  3. Nope — not a concern for me. For several years they’ve now been losing a little bit or making a little but each quarter, their Voisey’s Bay royalty mostly covers their cash costs for the business. They will have earnings this year thanks to the new deal.

  4. FYI, Ferris is again teasing Altius as an easy 400 percent gainer — new pitch for Extreme Value out this morning, so I might write a brief free article about that one later, too, if many folks are asking.

  5. ockrazor says:

    Missed this one. I will wait for a pullback,

  6. msomerville says:

    Travis how are you feeling about Altius these days? Still worth holding?

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