Tag Archives: Disney (DIS)

More Mouse, Please

This is just a quick note to let the Irregulars know that I’ve added to my holdings in Walt Disney (DIS) after their somewhat tepid quarter and negative investor reaction. I still consider this to be an extremely high quality franchise — the worries about relative weakness in the media networks, particularly ESPN (which typically […]

February Idea of the Month

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 […]

Another Dip Nibble

Just a quick note to register that I bought a few more shares of Disney (DIS) after the post-earnings dip below $90. I continue to think this blue chip management team and collection of brands and assets is worth owning for the long term, and that current pricing assigns too high a panic level to […]

Irregulars Annual Review

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 […]

Idea of the Month: Buy What Buffett Won’t

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 […]

Friday File: Checking in on SharesPost, plus some updates

A fairly quiet week in Gumshoedom — we’ve also got a new column from Dr. KSS today, which you can see here, and what follows is my “Friday File” thoughts on a few investments I’ve written about recently. I spoke with Sven Weber, manager of the SharesPost 100 Fund (PRIVX) on the phone earlier this […]

Friday File: Altius, Disney, REITs and More

Apparently Apple had some sort of news this week, and I guess the Federal Reserve is supposed to do something next week, eh? Well, there are thousands of market pundits who will tell you all about those things — and dozens who will tell you that the world is going to start coming to an […]

When to “buy the dip?”

When looking into “buy the correction” ideas, a key problem is getting your head around when a stock has finally “blown off” any excess valuation — fundamentals aren’t falling for most stocks, at least not for the stronger, growth-oriented names in the market, but the stocks are falling anyway… why? Well, obviously we have the […]

Whadda we love? Ridiculous promises!

Well, and we also love you — of course. Just wanted to make sure you know that on this lovely Valentine’s Day. We are inundated every day with email ads that our loyal readers forward on to us, and we appreciate every one — we want to know who’s promising you 1,000% returns, or who’s […]

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