On Tuesday morning I spent an hour on the phone with Kevin Donovan, CEO of EGMI.  Over the last three weeks the stock has dropped mostly due to administrative blunders (late filing, late proxy, late being late .  I felt this was a good time to get an update, and Kevin was nice enough [...]

I had dinner with Schiff way back in 2006 when people were happy to call his views that of a lunatic.  Now he is a regular on almost all the TV networks.

“While the overall steel industry has recently experienced a period of excess supply, there is an increasing shortage in China of the high-end, high- value thin steel sheets and galvanized steel products that we produce,” said Mr. Mingwang Lu, Chairman and Chief Executive Officer. “We were able to continue to leverage our position as [...]