Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
In a wide ranging and opinionated (natch) podcast Tom covers Ultrasis, the nature of investing, EKF Diagnostics, Share PLC, Audioboom, Igas, Gulf Keystone, Gulfsands Petroleum, Northern Petroleum, Central rand and natch Quindell
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Comments
peter kerslake
Dear Tom, I would like to see contribution from ordinary investors, who are also have CFD accounts, posting once a month, describing why bought and why they sold. If there are five subscribers contributing on their portfolio each month, you would enrich shareprophets.
Jane
Tom, OPAY has said that its main customer, accounting for about a quarter of turnover, is in the Far East. I’ve assumed, from analysisng OPAY’s business and results, that this customer is one of the casino companies in Macao and SE Asia, perhaps Sands or Genting. The Macao casino business is now being hit hard by the Chinese government’s moves to discourage mainland people going to Macao to gamble. That may be an area of concern for OPAY in 2015, imo.