by xiexgp | October 31, 2014 4:01 pm
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Source URL: https://www.stockgumshoe.com/2014/10/miscellaneous-thoughts-and-updates-for-the-friday-file/
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As usual a fantastic writing Travis. Thank you.
Have you ever looked at Hecla Mining (HL)?
I also don’t see anything mentioned about your other speculative holdings like the Linc Energy (LNCYF) or the Lynden Energy (LVLEF) or even Madalena energy (not sure you covered this one or not.
Your work is greatly appreciated. Any thoughts?
Thanks ,,,, Ed
I think I’ve written about those from teaser pitches , but I’ve not actually owned them or formed a firm opinion — certainly haven’t looked at them lately, but if others want to chime in I’m always interested in what folks think.
Lynden looks undervalued. Its oil cost is $45/barrel; cashflow may become crimped a bit. Looking at other deals in the Permian basin, their Wolfcamp assets are worth over $1.50/ share and about $1.90/share based on the recent Encana bid for Athlon, using a $/1P valuation.
Thanks Travis,
Your writings are very informative and helpful to us novice investors. I’m sure most first time investors have been duped into these so called expert analysts sensational idea stocks all for the purpose of selling a newsletter. After losing several thousand dollars over the past few years due to my own ignorance and emotionally poor decisions, I decided to hold up on investing until I could educate myself more. Finding the Stock Gumshoe was like a breath of fresh air, the proverbial light at the end of the tunnel.
Thanks again for all your hard work.
Travis – I’m interested in your thoughts on WisdomTree Japan Hedged Equity Index (DXJ). This ETF hedges the Japanese currency so gains will be directly from the Japanese market. The European Central Bank might also be looking to pursue quantitative easing as its interest rates have been taken down into negative territory – another ETF that invests in the European markets and hedges against currency fluctuation between the euro and the U.S. dollar is WisdomTree Hedged Equity ETF (HEDJ). Worth looking at?
I’ve speculated on HEDJ with long-dated options — hasn’t worked, because the euro economic softness has brought down even the big exporters. The Japanese version is cleaner because the BOJ has more power than the ECB — as we saw with the big shock to the Yen to end the week.
Excellent and relaxing to see how you explain the ups and downs and the sell and come back and p/u later, many of your I want to say competitors but your service is different in a likeable and learning manner, they always say buy on pull backs not to sell and price back in which I find uniquely pleasant probably because it is different just as your service a good different, thanks. Also unique is that some of your picks many brokers don’t take so unless you tell your reader where to buy they have to use some diligence in finding out how. I use three brokers for that reason and one is especially for your picks that I indulge in and that one is Pershing on the east coast, they can always get me in on anything you bring to the table, they aren’t the norm as brokers go.
But I do have a question which is kind of out there of the wall which is of all the big boys the Apple’s, AMNZ’s, Google’s, etc or even some large Bio’s do you see any or a couple lets say small $5 to $10 or so dollar stock companies that they are all interested in or lets say short listed that there could be some competition in on any off the wall picks. This is not really a fair question but it would be interesting to see if your making a suggestion moved the people or institutions so to say, I know this is not really fair or on the up an up unless you really did have one or a couple companies and why. This would take some real doing to just name some but it would sure be fair if you gave the legitimate reasoning behind the choices or choice not the crystal ball reason put a dime in.
You have a great service and I have benefited from your knowledge financially and lets say current teaser events.Thanks!!!!
Thanks for the kind words — all I’m really doing here is sharing my honest opinions and interpretations, and what I would do if it were my money (which it is, sometimes).
As to your question, I’m not sure I understand what you’re asking. Do you mean that you’re looking for some acquisition targets , stocks that might be acquired by the big boys? Don’t think I have any special insight on that.
Not sure what the overall feelings on SAND is, but I’m thinking short term it maybe a good time to buy.
Travis, have you considered that QUIK might be making inroads into INVN’s business?
Not specifically, I think they’re just not getting premium prices for premium products and it’s largely because Apple and Samsung have them over a barrel — other competitors, including STM and Bosch and perhaps little guys like QUIK too, seem to be close enough on size and power to keep INVN from maintaining decent margins even with massive increases in volume. That means it’s time to get out, for now at least, since that’s a description of a company that should be cheap — and it isn’t cheap. Growing revenue without growing earnings is not compelling enough.