Berkshire, Russian Dividends, Gold and Big Data

by Travis Johnson, Stock Gumshoe | March 1, 2013 5:45 pm

A Hodgepodge of thoughts and updates for the Friday File

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Source URL: https://www.stockgumshoe.com/2013/03/berkshire-russian-dividends-gold-and-big-data/


4 responses to “Berkshire, Russian Dividends, Gold and Big Data”

  1. baygreen says:

    There is a lot that meets the eye of the tiger if the Warren/Obama Oil Train keep that $10.00 a barrel oil delivery extra cost verses the pipelines, $ 22 Billion extra for Warren is the estimate and the Keystone is adding flavor China wants it and Warren knows to make Obama go back to the EPA no build but the Unions want that work. Funny how the other mainline ALLIANCE goes to Chicago and Veresen takes a hit this week because of more Keystone news. China is feeding the tiger in the tank from Canada, who donates to make Keystone a bad climate deal because China has already offered and also the permit for the pipeline from Canada to Oregon for Veresen is not getting any Obama help, that would be the only export for LNG off the lower 48 to Asia and beat the Sabine Pass deal. I don’t know I guess I would blame global pipeline warming profits on Bush (WRONG) Warren is in a sweet spot there beside building tank cars and the transportation rail line he might be looking for storage and a refinery and do the Wal Mart Murphy Fill up your car deal. You make a lot of sense and the politics out of DC PLAY ON THE BROKERS FOR THE SENATE and CONGRESS oh I forgot who owns the Washington Post. Buy SAND is a lock like any bookie says take the over when they are under, they have to much management and connections that even throw there analyst off, they will be spitting dividends next year or sooner as soon as Bens money printing machine runs out of ink! Good Article Travis and a few of your picks are on the buy ins.com squeeze trigger and they don’t miss much.

  2. bkkben says:

    SAND dropped another 8% yesterday and now sitting at closer to $8 than to $9. Quite the ride with SAND down around 30% YTD while gold (GLD) just down 6% and with other sectors sitting at all time highs (S&P500 up 5% YTD).

    I also pulled the graphs for junior miners (GDXJ) and larger miners (GDX) and they have also been hurt hard – down around 23% YTD. GDXJs largest holding is SAND btw.

    Like Travis, I am in gold and gold stocks to avoid the disaster when all else drops – so it does not worry me too much – in fact I want to pick up more – but I am out of ammo for now :o) – and am looking at my portfolio for what to SELL – and that is always so darn hard!

    With SAND and AAPL (down 23% YTD) being 2 of my biggest holdings this is so far not my year… Cheers!

  3. sportsbiz says:

    Glad to hear I’m not the only one looking at gold and AAPL taking up a big chunk of my portfolio, which is a big chunk smaller than it used to be. Still holding onto gold for the same reasons you and Travis have expressed and even looking to add if I find the funds. Holding onto AAAPL for now since I think it’s a buy at this level but don’t have available cash to buy.

  4. 5hau9 says:

    Hi Travis,
    Have you any idea which small cap Louis Basenese is teasing in “Micro Cap Tech Trader”
    re “Sound Laser” audio equipment. ?
    Compelling story !
    Really appreciate your comments.

    Regards John.

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