I’ve been asked a few questions about the gold stocks in my portfolio, so I thought I’d run through a few of them today and provide whatever updated opinion and assessment I can for you — including a few portfolio adjustments I’ve just made. And, as an added bonus, I’m adding one new gold stock […]
I must confess having made another iconoclastic little investment this week — even as I make clear that although I’ve really invested in it, and it’s in my Real Money Portfolio (with a likelihood that I will ignore it for a while as it settles in as a newly public company), it’s extremely illiquid and […]
I’ve got quite a lot to share as I close out my annual review process, looking at each stock I own in some detail and updating my opinion on it for you. First I’ve got the last few stocks that don’t fit into one of the sectors I’ve covered so far over the past month, […]
We’re closing in on the end of my annual navel-gazing exercise in portfolio review, and today it’s time to look at the “income” stocks in my portfolio. During the week next week I’ll catch up with a few smaller positions that don’t fit into the neat sectors I’ve divvied up thus far, like Disney, for […]
Today I continue my annual navel-gazing for you, as I look at each position in my portfolio — though this year, as I mentioned in our kickoff last week, I’m changing the way I describe, report and follow these stocks for you, largely so that I can be clearer about my preferences and opinions and […]
Each year I check in on every company that I own and cover for the Irregulars, even those where my opinion doesn’t change much from month to month (or even from year to year, in some cases)… but we’re going to do it a little differently this year. This is all part of what will […]
Astute Irregulars may notice that I didn’t formally talk up an “Idea of the Month” for October or November, though I did post some Friday File articles that were similar in intent to our usual Idea of the Month pieces and I did make one or two small buys over the past couple months. There’s […]
Time for some “Idea of the Month” thoughts for you, dear Irregulars. When you think the investing climate is a little more nerve-wracking than usual, why not go with a master investor who’s also nervous and is preparing for an awful economy? I’ve spoken quite a few times about my fondness for insurance company stocks. […]
Before I begin talking about this month’s stock idea, a brief update: I added a little bit to my Coresite (COR) holdings late yesterday. I’ve been hoping for lower prices down to the low $70s, but at $78 I can at least make a more rational argument for the stock than I could when it […]
Good title for an article, right? I’ve realized, after getting a few questions, that some Gumshoe readers are interested in a few of my less liquid, more levered, or riskier investments, the ones (like options and warrants) that I don’t really talk much about when I post my personal portfolio comments (except when there’s a […]
A few things to blather on about for you today — a teaser, a new mutual fund I’ve been following that has some appeal (and some of my money now), and some quick updates on my portfolio. First, though, I want to call attention to our discussions here at Stock Gumshoe. Most readers will never […]
The “Idea of the Month” for May, which is fast coming to a close, is automotive electronics — and I think we have two interesting options that I’m interested in buying (I don’t own either right now). First is Visteon (VC), an idea which has been kicked around in value investing and “special situations” circles […]
I’m going to throw our Idea of the Month out here for you early this time around, because the stock has had some fundamental changes, is trading quite cheaply, and stands a reasonable chance, I think, of posting substantial returns over the next two years (and possibly a dividend in the meantime). And it should […]
As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]
Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]
We were talking about Warren Buffett just yesterday, and I also recently was looking into flights to go to the annual meeting in the Spring, so everyone’s favorite avuncular billionaire was on my mind this week… and it was almost like he was talking in my ear as I was plotting this “Idea of the […]
We’ve got a teaser to tackle, and it’s a good old fashioned “this company has a lock on a rare mineral that will surge” pitch, the kind that we saw so often when commodities were in a bull market a few years ago… but there’s been a lot happening to stocks I own and watchlist […]
So… the Fed failed to do anything, which I guess means that the wild predictions about the end of western civilization hitting us on September 18th are going to get pushed off again. Maybe we’ll soon start to see ads about how the next Greater Depression will start on October 28, or December 16…. or, […]
I wrote earlier in the week that I had made a personal investment in Fosun, and that I’d follow up with you to update my thoughts on the company… so that’s what we’re going to do today. It’s been a busy week in the markets, as you probably noticed, and I also had some quick […]
Not really banks, but “sort of” banks, that’s what I’m going to write to you about today — and I’ve got a couple interesting ones that I own to profile for you today as they share the “Idea of the Month” spotlight. Banks in general are in everyone’s good graces again — the stocks are […]
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