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Eastern Fireworks

Locating Value in a Small-Cap Realty Play

We’ll follow it in our newest Portfolio

Down but Not Out: 5 Likely Comebacks

Oil and gold stocks could come roaring back

A Chipmaker Gets Ready
To Join the Big Leagues

Poised to catch up to its founder’s brilliance

A Great Third Quarter for CyberArk

China Railway also had good numbers to report

A (Seemingly) Endless Process Nears the Finish Line

After 5 years, NovaGold may finally get its permits

A Big Chinese Builder Is Our Newest Pick

Omnipresent in infrastructure throughout the East

CyberArk Looks to Revamp Its Sales Strategy

And we finally call it quits on beleaguered CB&I

NovaGold Moves Closer to a Permit for Donlin

Confident enough to begin an $8 million drill effort By Kuen Chan Longtime TCI recommendation NovaGold (NYSE: NG) qualifies as an “Eastern Fireworks” pick on two counts. First, it’s a gold company – and we expect China to be the driving force behind a big bull market in gold. Second, as we dis-cuss below, China […]

Renaming and Revamping Our Portfolio

Not just any small caps – ones levered to the East

Synchronoss Gets Pummeled Again

Personnel shocks, but they have a bright side

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