Brazilian Burgers, Mongolian Real Estate, Africa and Ligand

by Travis Johnson, Stock Gumshoe | May 16, 2014 8:20 pm

A little selling, a little buying, and some updated thoughts on growth and "Frontier" holdings for the Friday File

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Source URL: https://www.stockgumshoe.com/2014/05/brazilian-burgers-mongolian-real-estate-africa-and-ligand/


9 responses to “Brazilian Burgers, Mongolian Real Estate, Africa and Ligand”

  1. wrightpj says:

    Thanks Travis for the update on these speculative stocks. I am waiting for an overall stock market dip to buy LGND. I follow the Irregular Core and Speculative lists closely – will you be updating the list regarding RST, MLRUY and BOBS? or will these remain to be attractive buys on dips?

  2. jloewen says:

    I bought BOBS at your rec. back in mid-April 2013 at c.$11. When management tried to take it private last Sept., somehow that spooked me (incl. the price, which I recall was less than the market price at the time), so I sold in early Oct. at c.$15.85. Thanks, Gumshoe, for that nice rise, which beat SPY, etc. Now of course it’s still higher, at $18.50, but that’s OK, you can’t hope to sell at the top. Obviously I agree with your analysis that it’s time to sell. Given my investing record, however, that may be a bullish sign for BOBS….

  3. gummydave says:

    Thanks Travis. It’s so useful how you help us all pause from the daily ups and downs of the market to think about our investments in a global context. This site makes us all better investors.

  4. jphii says:

    Great article. As one of the new Irregulars I am learning so much from you and the other notable posters here.

  5. New Mongolia CEO Byrne saying the right things today about cutting overhead costs and focusing on revenue-generating activities: http://mongoliagrowthgroup.com/mongolia-growth-group-lays-groundwork-for-strengthened-cash-flow-2/

  6. joefriday says:

    I like AROFF. Years ago I worked in South Africa with Francis Daniels, who is the Africa Opportunity Fund’s Chief Investment Officer. Francis, a U.S.- and U.K.-educated Ghanaian, is fiercely intelligent, market-savvy, and possessed of high integrity. It’s rare, at the retail level, to be able to invest with a manager one knows personally, and I am glad to have that opportunity (I own shares in AROFF).

  7. moondog says:

    Any idea what has caused AROFF’s rapid decline this month from $1.38 to $1.08?

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