Friday File: Catchup on A Dozen Companies

by Travis Johnson, Stock Gumshoe | May 2, 2014 4:16 pm

Checking in on quarterly results and other news from some favorites, and a couple small buys

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Source URL: https://www.stockgumshoe.com/2014/05/friday-file-catchup-on-a-dozen-companies/


12 responses to “Friday File: Catchup on A Dozen Companies”

  1. valentinoamoro says:

    Excellent writeup Travis as usual. Thanks!

  2. valentinoamoro says:

    Side note – am invested in most of these so the status update helps provide additional context .

  3. hipockets says:

    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?

  4. herbalix says:

    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!

  5. midorosan says:

    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

  6. cmessinger says:

    Thank you for the update Travis. After becoming an irregular bought ATUSF and LGND and appreciate your continued thoughts.

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