The folks at Phase 1 Investor, the “big ticket” newsletter from Stansberry & Associates currently helmed by Frank Curzio, tend to love teensy weensy biotech and mining stocks — so when the teaser from Curzio hit my inbox this week for a more traditional tech stock with a more reasonable market cap, I sat up and took some notice. And I thought that you, my favorite Irregulars, might be interested to hear about it … so that’s our Friday File for today, we’ll be sorting through this tease and taking a look at the stock.
And let me start by welcoming many of the wonderful new Irregulars who’ve joined up this week during our charitable membership campaign — we very much appreciate your support, and the ability you give us to help some wonderful causes. We have already gotten the donation pool up to significantly more than we gave last year and we’ve still got six days to go, so a special thank you to anyone who joined or renewed this week!
If you’re one of the new folks and just joining us, you can always see the most recent stuff that’s “just for the Irregulars” on the site — we post the last several articles in the sidebar of each free email, too, but you can find all the old stuff using the Irregulars menu in the green bar on stockgumshoe.com as long as you’re logged in.
And to answer the question about “what do I like best right now,” a question that comes up at least once a week, I’ll just tell you that if it wasn’t already among my largest positions I’d be buying Apple (AAPL) here, and I would add to my Berkshire Hathway (BRK-B) holdings if it drops another dollar or two … among smaller stocks that I’ve bought recently I think buying Greenlight Re (GLRE) and Expeditors International (EXPD) on any weak days we get with the fiscal cliff foofaraw will work out very well for long-term holders. All four of those are very reasonable buys now, but with heavy global uncertainty sometimes I get greedy and hope for lower prices … and while I always keep an eye on little stocks too, I feel a lot more comfortable with these larger companies right now. I do not have any idea whether the fiscal cliff uncertainties will result in a 20% move higher ...