by Travis Johnson, Stock Gumshoe | May 2, 2014 4:16 pm
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Source URL: https://www.stockgumshoe.com/2014/05/friday-file-catchup-on-a-dozen-companies/
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Excellent writeup Travis as usual. Thanks!
Side note – am invested in most of these so the status update helps provide additional context .
Great article, Travis.
BRK certainly can’t grow by double digits anymore, and Buffet feels that paying dividends is not the best way to increase his shareholders’ return.
Put yourself in Carl Icahn’s chair for a minute. How would he unlock some value from BRK ?
Got any ideas?
Travis, are you still holding AMBCF, Americas Bullion Royality Corps???
I mean Til.V took them over or something like that. Unfortunately I am caught with Til.V shares in TD. Ameritrade, but am unable to sell or do anything with them! Any thoughts!
No, I sold them when their business plan got torpedoed and they lost their good royalties. In these cases you usually have to call your broker, they can often do something to sell the stock (often for a higher hand-holding commission)
Thanks for answer Travis! I wish I would have known you sold them! Remembered your last assessment back in the summer of 2013, when you were not selling at that point. Anyway no blame here! Always assumed you would let us know when you were selling stocks that you own, and therefore relied on you rather than upon myself.
Anyway, thanks for your thoughts on the above companies.
I am planning to buy more ATUSF at these levels around $13.
And am also very relieved about Apple developments. Had sold some, but kept my larger holdings.
Also like LGND very much and have been doing very well with them.
Will look into JPM-WT a bit more, but like what i learned from you so far!
I sold in early December and noted that sale here: http://www.stockgumshoe.com/2013/12/a-buy-a-sell-and-some-chatter-about-bitcoin/
I do publish notes each time I sell an individual stock in my portfolio, as I do when I buy one. I’m not particularly good at selling, but I do post the notes.
Thanks Travis! Usually I am good at not missing your notes, esp. if they pertain to stocks that I own, but I must have missed that one! Even if you would have missed to post the note about selling AMBCF, i still would not hold it against you. You are still my favorite guy when it comes to stocks and fun!
Most helpful review Travis I recently sold my ATUSF which may prove to be a mistake but it was part of a bit of housekeeping, I’ll be more careful next time. Your comments on AAPL were interesting but I feel you have overlooked the upside potential that will inevitably follow the split when a lot of pent up demand for the stock will I believe take the price to $200 by year end.
Samsung are beginning to seriously suffer after two bad quarters and their cost of goods is beginning to hurt it is certainly not the place to look for innovation
Thank you for the update Travis. After becoming an irregular bought ATUSF and LGND and appreciate your continued thoughts.
Short interest on Altius;
http://www.buyins.net/tools/symbol_stats.php?sym=ATUSF
Alderon is down 10-12% today, too — I don’t know of anything happening currently but I suspect it’s another wave of panic about iron ore prices, which even the big iron ore mining companies just can’t predict these days. Every sneeze out of China makes people in Western Australia want to sell their houses and investors want to sell iron companies.