Irregulars Annual Review

by Travis Johnson, Stock Gumshoe | January 26, 2016 5:45 pm

Checking in on my personal holdings and Irregulars suggestions

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Source URL: https://www.stockgumshoe.com/2016/01/irregulars-annual-review/


29 responses to “Irregulars Annual Review”

  1. William Staton says:

    I have written osure tech and the cdc to set up testing centers at points of entry to tthe USA to prevent the spread of the hiv, hvc, hvb pandemics that are currently spread by people coming in to the USA from outside. This company is also developing an Ebola test. I told them we need to set up this shield to protect Americans unexposed and exposed and also to vaccinate the USA public against theses pandemics.
    Sent from my HTC One max on the Verizon Wireless 4G LTE network

  2. rernst1975 says:

    I think I found out that you the “r” off the osure tech, I think you meant to say QraSure Tech.

    Thanks

  3. cpt000 says:

    Hi Travis, GMLP was recently profiled in OIl and Gas investments – can you care to comment on it? Looks interesting.

  4. jfenlin says:

    As you are REIT aficionado, do like any of the beat up hotel REITs, my favorite is APLE which has yet to established solid credibility, damaged goods as it was part of a non-traded REIT family, not many happy campers that participated in that dicey sub-asset class (gory details upon request). Extensive details on why I like it so much upon request, HPT is interesting with the hard to replicate “truck stop” portfolio in the mix. Missed CLDT when it got very cheap for a few days. Also are you familiar with NRE an absolute A European “Gateway City” office portfolio that is managed for $US returns, the largest piece was funded buy a very cheap Euro denominated mortgage, to a bit of a structural hedge right there, multinational tenants (Many U.S.) By rent ranks it’s UK, Germany, France, with Madrid Brussels in the mix. ARE has come back to earth and not even a close second in this sort of “Life Sciences” REIT, while fairly large is still in global growth mode. Finally I believe that in my data center basket it is good to have some CONE as it is somewhat differentiated and recent acquisition is nicely complementary. Fears of its exposure to the energy industry are hugely overblown. The few big ones that were thinking about building some of there own have shelved for a long time (Discretionary Cap Ex is not popular in this sector, and won’t be for a while).

  5. joevan30000 says:

    Travis,
    Any thoughts on Pershing Square Holdings (PSHZF)?
    Thanks,
    Joe

  6. pschelker says:

    Travis,
    Do u hav an opinion on CK Hutchinson (CKHUY) . Maybe u r bearish on all Chinese
    stocks. As u may know Hutchinson Whampoa was re-organized in the summer of
    2015 to add all Li Ka-shing’s holdings under one holding company for the benefit of
    his son to succeed him. CKHUY was recently trading at $US 12 per share at TD
    Ameritrade. No foreign security fee is charged for this ADR (1:1) which trades over-the-
    counter in the US.
    Thanks Travis ————— Peter J Schelker, Irregulars member

  7. backoffice says:

    Thanks Travis that’s about what I was looking for.

  8. Funguy says:

    GRC appears to be connected to an alleged fraudster with Abaca Solutions, in which GRC invested $1MM in 2014, with another $1MM possibly involved. A story broke this past weekend in Canmore, AB where Abaca is located (?). I sold my position in GRC as a result since they are, IMO and if allegations are correct, an of course if I’m reading this all correctly, not engaging in proper due diligence before committing assets.

  9. steven says:

    Travis, where does VGHCX stand? Are you buying it on this dip?

  10. cw99 says:

    Travis,
    I can’t remember what you ended up doing with $LGND, but noticed it is now up to around 100 again. Remember a few yrs ago when that short-selling jerk analyst said the company was worth “zero” and everyone dumped, the stock plummeted? I should have bought then. what do you think about it now? I know it’s pretty richly valued, but they keep signing with companies and getting more and more royalty agreements.

  11. bosley says:

    FAIR WARNING: My track record isn’t very good, but I sure like $ICON with Cuneo as CEO and all the Peanuts money coming in. This could double or better in a couple months. There’s a lot of negatives already priced into the stock, and it has a large short interest. Any good news and watch out.

  12. sunnyca says:

    Travis: not sure if you read or respond to old posts but I am just getting caught up on my Irregulars reading and wanted to understand how these JPM warrants work. If I buy 100 JPM-WT at say $17 (my cost $1,700) with a strike price of $42 and come October 28, 2018, the price of JPM stock is just $50, does this mean one loses 100% of the amount invested, in this case $1,700?
    Thank you.

  13. SoGiAm says:

    Today is World Book Day… let us know what book you’re currently reading… #LoveReading #WorldBookDay: https://twitter.com/NationalDays/status/705353448099864576/photo/1

  14. pretiupreti says:

    Travis
    I have just joined your community. I am kind of thinking to put some money on TRXC. What is your take on this stock ? Would appreciate your thought on this. Thanks
    Gopi

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