• coherentlasers
    30
    Sep

    Bought COHR

    One of my largest holdings, PEGI, got smoked today, off by the tune of about 4%. They have wind projects in Santa Isabel, the south part of Puerto Rico, which just got destroyed by cat 4 hurricane. None of PEGI’s assets there, however, were damaged, but the company did readjust 3Q earnings lower, which is […]

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  • solar-panels
    28
    Sep

    Adding Some Solar: Bought CAFD

    I want some exposure to solar, which goes along with my theme of alternative energy as articulated before. For years now, people have been talking about solar, and its efficiency and ‘awesomeness’. Advocates for the technology will tell you it will cut your household electricity costs by a 2/3, literally overnight, and to the surprise […]

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  • reflection
    26
    Sep

    My Current Investment Strategy And How I’ve Grown

    It takes a lot of discipline, years of being on the receiving end of profound losses to learn how to successfully ebb and flow with the markets. The unexpected happens more often than expected and bad luck becomes a term lightly tossed around, an excuse of sorts for being caught on the wrong side of a trade. Short […]

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  • windfarm
    26
    Sep

    Shifting From Tech to Energy

    I have been somewhat busy this morning, buying and selling stocks – readjusting the portfolio as I deem fit. I am sensing a lot of fatigue in high beta tech names, namely the ones that have ran hard in 2016-2017 – that will likely last at least a few months. Tech appears to be dead […]

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  • shinchitose
    23
    Sep

    Shin Chitose Airport: Still My Favorite

    My short trip through Sapporo began and ended with food. The Japanese know their stuff when it comes to food, and the delicacies out of Sapporo are without question second to none. Not only is their seafood world famous, but they are known also for their curries, lamb BBQ, premium beef, desserts – all that good […]

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  • odori-park
    21
    Sep

    A Walk Through The Park.. Thoughts On Current Portfolio

    After devouring a lightly salted, medium-rare Wagyu steak, I spent a good part of the afternoon taking a stroll through Odori Park, located downtown Sapporo. The Autumn festival has just begun and stalls and stalls of food run through the park, continuing on for at least 5 blocks. The weather now is perfect, and I can’t help […]

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  • machinelearning
    20
    Sep

    Machine Learning Is Your Future

    We undergoing a boom in machine learning and AI technology on a grandiose scale and I endeavor to be positioned to benefit from it in every way. In addition to owning shares of some of the companies leading this change, I have also been on the lookout the past 12 months for new applications for this technology. […]

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  • PEGI
    19
    Sep

    Long PEGI

    Bought a starter position in PEGI today at $26.32 and will happily buy more lower. PEGI is a solid company that sports an impressive wind energy portfolio in North America. They have a strong institutional shareholder base and have a history of raising their dividend every quarter, which currently sits at about 6.4%. I am not particularly bullish on wind power […]

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  • fishforsale
    19
    Sep

    I’ve Got Some Fish I Want To Sell You

    I’ve been up since 5am this morning, up and about Sapporo for business and a little leisure. After picking up some warmer clothes in preparation to what was predicted to be rainy and gloomy day, due to typhoon, I stopped by a business acquaintance and good friend’s office to chat. When I had last met him a year ago, […]

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  • naritaairport
    18
    Sep

    Reminder: All Immigration Officers Are Dicks

    So I arrived in Hokkaido today, my first time back in Japan in over a year and a half. Last time I was here, I was living the life until it all came to an abrupt end in December 2015. Business spiraled lower, and within a few short hours notice I was on a plane out of […]

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