CymorFund Blog
Cheap Energy and Higher Productivity In our June 27, 2012 Blog, we discussed how abundant newly recoverable supplies of shale gas, increased reserves in the ground in North America, and the retreat of the ice cap, would all contribute to a permanent lessening of energy prices. We further commented that lower energy prices would produce...
A Plague in the USA – Obesity As all the news channels tell us, and as all the TV doctors tell us, Americans are much too heavy. Pictures of overweight Americans are everywhere Medical reports attribute a dramatic rise in diabetes, high blood pressure, high cholesterol, and illness as diverse as cancer and heart attacks...
A Liquidity Event Used to Mean Going Public A liquidity event used to have a very different meaning. In recent history there have been long stretches of time when the stock market moved modestly up or down. To ‘go public’ and become a Listed Issuer was an event. It was referred to as a liquidity...
Canadian Oil Sands Prices as an Indicator In recent months there has been an anomaly between world oil prices and the price of oil coming out of the Canadian Oil Sands. Because of transportation issues Canadian heavy oil has been receiving less value than the world price of oil. They say that this is a...
In my Blog of June 30, 2012, www.cymorfund.com I discussed how there is greater Political Risk in certain jurisdictions than others. I suggested that when considering investing in companies, one should give a higher value to companies operating in “Safe Jurisdictions”. Portfolio Composition Today, I mention some examples of why I consider Jurisdiction Risk and...
Scary Stories from South America Cymorfund www.cymorfund.com has long advocated a policy for investors of avoiding political risk. The investment community often uses the same metrics to value the shares of exploration and production of resources companies in different parts of the world. This is so very wrong, yet it continues. Why Safety from Political...
Lawrence Cyna: Look for value in a depressed market Lawrence Cyna, CEO and Fund Manager of Cymor Strategic Growth Funds www.cymorfund.com , doesn’t lose any sleep over the current state of the markets. He takes it all in stride because he’s seen it before and knows he will likely see it again. In this exclusive...
Urgent News to Gain our Attention We www.cymorfund.com are smitten daily with instant news from around the world. This overload of information colors our understanding of events occurring around us and makes the seeming urgency of today’s news distort our understanding of longer term trends. Whether Greece will leave the EU, or whether Japan has...
I Love Coffee I have always loved coffee. I don’t love Latte’s or Cappuccino’s. I love good American coffee. Black coffee. Without sugar and without cream. Just good coffee. I love my coffee hot. I have always drank 5 or 6 cups a day, much to the chagrin of those around me. There has always...
In my last two blogs, I discussed how the world was not coming to an end. I discussed how the stock market reacts by moving to the extreme up or the extreme down, depending on the current mood. I discussed how the supposedly incomprehensible debt could be dealt with, and I gave the example of...