Some thoughts on my Top Ten Personal Holdings

by Travis Johnson, Stock Gumshoe | March 30, 2012 7:44 pm

Friday File checkup on my largest holdings, including barnburner Africa Oil and some quieter "near book value" plays.

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Source URL: https://www.stockgumshoe.com/2012/03/some-thoughts-on-my-top-ten-personal-holdings/


5 responses to “Some thoughts on my Top Ten Personal Holdings”

  1. rmuthup says:

    Travis:
    Thank you for sharing your thoughts on your holdings. I own AOIFF, Sandstorm, and a few of your other recommendations, and notes such as these, provide a window into your current thinking after the original recommendations.

    Raja

  2. sphereya says:

    Sea drill question… Do you Travis or anyone else know what affects SDRL’s potential Brazilian IPO will have on shareholders? Would we get anything or is this a completely separate deal.

    Thanks

  3. moondog says:

    There is a new investor presentation on the SILU dated July 2012

  4. cdhgoo60 says:

    Travis, thanks for the update on SILU. I will wait until the current dividend comes out before i decide whether to keep it or not. It has been disappointing and like you said…has paper losses.

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