All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a running spreadsheet of the stocks I’ve suggested to or profiled for the Irregulars in the past, in addition to the list of currently owned stocks in my personal portfolio, and I’ve promised to make some effort to keep you apprised of those opinions as they change.
Some of the stocks I own or suggest come up frequently in the Friday File or in other updates throughout the year, and others are frankly a bit boring or they don’t strike my interest or cause me to rethink my position very often. And some change in a substantial way, but I miss it or misinterpret the change for whatever reason. But I make sure to go through at least once a year, look at every single one of these investments, and share at least a few thoughts and updates on those companies that I think of as being in the “Gumshoe Universe” of stocks that I own or write frequently about (and, as is usually the case, kick a few stocks out of the Universe to make room for some new blood). Some of this information will change in the weeks to come as more fourth quarter results are released, but let’s dig right in… and if my opinion changes substantially I’ll endeavor let you know without too much delay. THe price I note as current is the closing price on January 23rd, in US dollars unless stated otherwise.
I’ll try to divvy them up by sector to some degree, since there are usually a few different areas where I have substantial investments or interest or a “theme” I’m following with my investments. For most of these, I’m also including some pricing information — either the price at which I first thought it looked appealing, or my personal cost basis, to give some idea of the perspective I’m coming from. You can click on the title to see all past articles on that stock that I’ve written — some were first covered here six or seven years ago, some in 2014. Enjoy!