This month I want to take a look at a stock I’ve mentioned in the past, but have not yet personally bought. But first, I thought I’d call your attention to another wave of negativity that could be hitting Seadrill (SDRL) shares — Elliot Gue, who was one of the first newsletter folks to call […]
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June/July Idea of the Month
Brazilian Burgers, Mongolian Real Estate, Africa and Ligand
A little selling, a little buying, and some updated thoughts on growth and "Frontier" holdings for the Friday File
9 Comments Read MoreShorts, Values, and Quick Takeaways: Thoughts on the Pre-Conference Workshop
Annual Review: Foreign Speculations
There are a few overseas stocks on our speculations list that I haven’t covered yet as we begin this new year, so let’s catch up on those: Brazil Fast Food (BOBS) — Hold at $17. Next quarter may be bad so I’d look for opportunities to buy below $15.50, but 2014 growth could be very […]
Leave a comment Read More“Silver’s Doubling Effect,” Inflation-protected savings, and some Updates
Insurance Theme Checkup and some Buys, Sells and Hedges
Friday File look at favorite insurers, updates on royalty companies, and thoughts on some recent quarterly results from our Universe.
3 Comments Read MoreBig Thoughts and Little Updates
Friday File musings on a couple of our holdings, as well as the "big picture" and a couple personal speculations I've made recently
5 Comments Read MoreBrazil Takeover — Probably Have to Accept it, But No Rush
Bob’s Your Uncle
“Fat Dividends from Cancer,” a personal buy, … and some updates
Friday file thoughts on a handful of companies, plus a Marc LIchtenfeld cancer teaser
13 Comments Read MoreBite Taken out of Brazilian Burgers
Those of you who’ve been following the Gumshoe religiously might have noted that I’ve been conflicted about Brazil Fast Food (BOBS) lately — I’ve been considering selling my position and moving that into a larger and more diversified stock that plays on similar trends like Arcos Dorados (ARCO) or possibly Burger King (BKW) … and […]
Leave a comment Read MoreDeath, the Dutch Anomaly and Burgers — a Friday File Hodgepodge
I’ve got a teaser pick or two to sniff out for you today for our Friday File edutainment, but first I thought i’d share a few thoughts on a couple of the other companies that have floated through these parts over the years. The first one is StoneMor Partners (STON), which is a master limited […]
4 Comments Read MoreAnnual Review: The Big List
Compiled list, in order of affection, of our past "Idea of the Month" picks with updated opinions
3 Comments Read MoreAnnual Review — Emerging Markets Ideas
Over the years I’ve shared a few “Idea of the Month” picks that are plays on various emerging markets — the most direct emerging and frontier market picks have been Lonrho in Africa, Brazil Fast Food in Brazil, and Nagacorp in Cambodia, so let’s check in with those. As with the rest of our annual […]
Leave a comment Read MoreCatching up on my Brazilian Investments
I’ve invested in and written about quite a few Brazilian companies over the years, and I own a handful of such stocks today — so with the Brazilian market taking a hit this year, I thought I’d take a quick look at those holdings. There are two Brazilian companies that I’ve profiled as “Idea of […]
5 Comments Read MoreBuying Brazilian Burgers
I just picked up some shares of Brazil Fast Food (BOBS, trades over the counter). This is a stock I’ve followed for a long time and suggested as an “Idea of the Month” candidate a year and a half ago — in the interim the company has continued to grow and is a better investment […]
Leave a comment Read More“This NEW FUEL SOURCE could make Saudi Oil look like a clapped-out old Duracell battery!”
Teases from Tom Bulford, and some thoughts on opportunities in a falling market.
2 Comments Read MoreCatchup, part two: Buys, sells, holds and “I dunno’s”
A couple weeks ago I started my annual navel-gazing exercise of looking back at past “idea of the month” stock (and other investment) suggestions — that first look covered the first year or so of these more formalized ideas for the Stock Gumshoe Irregulars, from 2008 to mid-2009, and now we’ll try to catch up. […]
5 Comments Read More“Secret ‘Leapfrog Phenomenon’ Generates Stunning 23,750% Return!”
I’ve been so overwhelmed with gold and silver teases, and have written about them so many times over the last couple weeks, that I was really prepared to jump on anything that looked a bit more like a “real” company (ie, not just a commodity play or a hyped-up junior miner) … so here comes […]
11 Comments Read MoreMarch Idea of the Month: Brazilian Hamburgers
Before I start out with today’s “Idea of the Month” article I should note that I’ve had a lot of folks asking about the new “teaser” language coming from Dan Ferris for his Extreme Value newsletter — so let me quickly jump on that before I share this month’s stock idea, since it’s a stock […]
14 Comments Read MoreSouth of the Border, Down Brasilia Way
Brazil’s economy is finally growing now, a growth that it started getting credit for a few years ago, before the expansion really started — five years ago, it was enough that Brazil under President Lula seemed to have a handle on inflation and a reasonably pro-business government. Now, it’s one of the few large, stable […]
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