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Sample reports:
US and Canada:
11-19-2009: Imperial Metals: Raising target to C$15.61/share on great drill results at Red Chris
11-16-2009: Adding Crocodile Gold to the Classical Insights portfolio with a $2.40/share target
9-29-2009: Adding four cheap gold exploration firms to the Classical Insights portfolio
4-24-2009: Monthly Portfolio & Themes: Good Things Happening All Over
4-22-2009: Mercator Minerals: Setting a $2.04/share target
4-14-2009: Top Themes in Powerpoint: The Commodity Rebound
4-3-2009: Calgary Trip Notes: This is the place for offbeat E&Ps 3-11-2009: Quadra Mining -- Setting a $12.07/share target on new mines and good outlook for 2010 copper price
Emerging Markets:
11-5-2009: Vestel White Goods offers 90% upside in wake of strong Q3
10-12-2009: EM portfolio update -- Adding more EM real estate and London closed-end funds
8-18-2009: TSKB -- Raising target to 2.34 lira/share on big jump in NIM and low NPLs
4-23-2009: A real "moo-ver" -- Adding Minerva to the Classical Insights EM portfolio
4-9-2009: EM portfolio update: Stocks on the move ... P/Es can keep expanding
3-31-2009: Brazilian builders perking up; Arcosanti and the future of development
3-27-2009: Five cheap Turkish stocks
2-25-2009: Sao Paulo Trip Notes: The case for Brazilian homebuilders 1-26-2009: Jakarta Trip Notes
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All Contents Copyright © 2009 by Churchill Research, Inc.
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