Pembina Pipeline Corp (PBA) is the resident Gumshoe Core energy/oil holding. PBA has also been hit hard by the oil price crash. I like this company and plan to add to my holdings soon. I'd appreciate your current thoughts on PBA Travis.[...]

Travis - I'm interested in your thoughts on WisdomTree Japan Hedged Equity Index (DXJ). This ETF hedges the Japanese currency so gains will be directly from the Japanese market. The European Central Bank might also be looking to pursue quantitative easing[...]

Thanks Travis. Greenlight recently said that although 2 months ago Einhorn was having difficulty finding new opportunities, now, given the current turmoil in the markets, this is changing quickly, and new positions may be bought. A good example your strate[...]

Great commentary Travis. You are definitely not off your meds. The up and down nature of the stock market sure makes life interesting and provides us with potential opportunities as our favorite stocks come on sale. Of my portfolio, the 'wildcard' one for[...]

Travis - With the $US likely to continue to rise in the foreseeable future, US-centric companies are going to find increasing favor in the stock market whereas companies whose earnings come from overseas may not do as well. Do you agree? Of your Gumshoe 'C[...]

Travis - I'm a conservative investor looking for 'safe', 'hold for the long-term' stocks. That's why I am particularly interested in the Irregular Core stocks. All of the nine certainly meet these requirements. The Core list has comprised 9 stocks for a fe[...]

Thanks for the timely update on these stocks Travis. With volatility likely increasing in the next few months (and possibly longer) I think that your strategy of having top-rate investment managers running portfolios for insurance companies is a sound one[...]

I agree with you dbarnes7...[...]

Thanks Travis. AWRE is extremely oversold - the last time it had a weekly RSI under 30 was in December 2008. None of the other Core or Speculative stocks come close to this sort of level. Although not in the Tables, Africa Oil (which I hold) has also beco[...]

Hi Travis, I agree with you that Arcos Dorados is a long-term speculation on a really well-run company that has a fantastic brand. It almost seems good enough to make the Irregulars Speculative List? I must admit that I view the lists as an indication of w[...]

Thanks Travis for the update on these speculative stocks. I am waiting for an overall stock market dip to buy LGND. I follow the Irregular Core and Speculative lists closely - will you be updating the list regarding RST, MLRUY and BOBS? or will these remai[...]

Travis, Will you be adding Benitech Biopharma (BLT.AX; BNIKF pink sheets), Rexahn Pharmaceuticals (RNN) and Cellceutix (CTIX) to 'Travis' Personal Portfolio' list?[...]

Thanks for the updated Irregulars Core, Speculations and Watchlist lists. One thing though - you say "I feel a lot better about NOV or Apple (AAPL) or Berkshire Hathaway (BRK-B) or even our favorite REITs (like COR, MPW and ROIC). " Have you considered put[...]

Travis - Medical Properties Trust (MPW), which looks compelling to you as a growth REIT with a 7% yield. I particularly pay attention to your Gumshoe Core stocks. Will MPW make the cut as a solid long-term holding or do you consider it more of a Speculati[...]

URS - Good enough to make Irregulars Speculative List?[...]

Third Point Reinsurance (TPRE) - good enough to be on the Irregulars Speculative list? Or just perhaps a Irregulars Watchlist candidate?[...]

NEW ZEALAND ENERGY CORP (NZ.V)[...]

Hi Travis I am a keen follower, and investor, of the Irregular Core Stocks. These are the cream of the crop for holding for the long term. It has been more than 2 years since a new stock was added to the CORE List (excl. further additions of BRK-b and A[...]

Hi Travis, Would you consider Intel as a Core holding in the "Performance Tracking for the Irregulars" folder?[...]