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Travis – Please give your thoughts regarding AWRE considering last week’s special dividend and corresponding big price drop. Much appreciated.

Travis : As a holder of National Oilwell Varco (NOV), and as a result of the recent (May 22) spinoff of their distribution business (NOW, Inc., ticker DNOW), I have been given one share of DNOW for each four NOV shares I own. Only a few $100 worth of DNOW – nuisance-value really. Hope you […]

Recent Author Comments

On A Couple "Buys" … and what to do with Seadrill?

Pembina Pipeline Corp (PBA) is the resident Gumshoe Core energy/oil holding. PBA has also been hit hard by the oil price crash. I like this company and plan to add to my holdings soon. I'd appreciate your current thoughts on PBA Travis.[...]

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On Miscellaneous Thoughts and Updates for the Friday File

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[...]

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On Friday File: Should You Get Expert Help?

Thanks Travis. Greenlight recently said that although 2 months ago Einhorn was having difficulty finding new opportunities, now, given the current turmoil in the markets, this is changing quickly, and new positions may be bought. A good example your strate[...]

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On Friday File Hodgepodge -- Iron, Graphene, Xerox and some ranting

Great commentary Travis. You are definitely not off your meds. The up and down nature of the stock market sure makes life interesting and provides us with potential opportunities as our favorite stocks come on sale. Of my portfolio, the 'wildcard' one for[...]

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On Incremental Share Purchase -- More Insurance

Travis - With the $US likely to continue to rise in the foreseeable future, US-centric companies are going to find increasing favor in the stock market whereas companies whose earnings come from overseas may not do as well. Do you agree? Of your Gumshoe 'C[...]

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On Energy Harvesting, Thermal Fracking, and the "15 Stocks that Double Each Day"

Travis - I'm a conservative investor looking for 'safe', 'hold for the long-term' stocks. That's why I am particularly interested in the Irregular Core stocks. All of the nine certainly meet these requirements. The Core list has comprised 9 stocks for a fe[...]

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On Friday File -- Casey's "Important News" flop and some updates on favorites

Thanks for the timely update on these stocks Travis. With volatility likely increasing in the next few months (and possibly longer) I think that your strategy of having top-rate investment managers running portfolios for insurance companies is a sound one[...]

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On Microblog: IDEA

I agree with you dbarnes7...[...]

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On Personal Buys and a Few Updates

Thanks Travis. AWRE is extremely oversold - the last time it had a weekly RSI under 30 was in December 2008. None of the other Core or Speculative stocks come close to this sort of level. Although not in the Tables, Africa Oil (which I hold) has also beco[...]

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On Personal Buys and a Few Updates

Hi Travis, I agree with you that Arcos Dorados is a long-term speculation on a really well-run company that has a fantastic brand. It almost seems good enough to make the Irregulars Speculative List? I must admit that I view the lists as an indication of w[...]

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On Brazilian Burgers, Mongolian Real Estate, Africa and Ligand

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 remai[...]

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On A Biotech Trading Experiment ...

Travis, Will you be adding Benitech Biopharma (BLT.AX; BNIKF pink sheets), Rexahn Pharmaceuticals (RNN) and Cellceutix (CTIX) to 'Travis' Personal Portfolio' list?[...]

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On February Idea of the Month -- Oil Services

Thanks for the updated Irregulars Core, Speculations and Watchlist lists. One thing though - you say "I feel a lot better about NOV or Apple (AAPL) or Berkshire Hathaway (BRK-B) or even our favorite REITs (like COR, MPW and ROIC). " Have you considered put[...]

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On December Idea of the Month -- 7% Yield From The Old and the Sick

Travis - Medical Properties Trust (MPW), which looks compelling to you as a growth REIT with a 7% yield. I particularly pay attention to your Gumshoe Core stocks. Will MPW make the cut as a solid long-term holding or do you consider it more of a Speculati[...]

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On September Idea of the Month: VIC Favorite

URS - Good enough to make Irregulars Speculative List?[...]

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On August Idea of the Month: Another One?

Third Point Reinsurance (TPRE) - good enough to be on the Irregulars Speculative list? Or just perhaps a Irregulars Watchlist candidate?[...]

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On Microblog: Hastings, New Zealand Oil Market

NEW ZEALAND ENERGY CORP (NZ.V)[...]

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On July Idea of the Month -- Fingerprints and Cash

Hi Travis I am a keen follower, and investor, of the Irregular Core Stocks. These are the cream of the crop for holding for the long term. It has been more than 2 years since a new stock was added to the CORE List (excl. further additions of BRK-b and A[...]

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On Friday File: "The Ultimate Dividend Stock for 2013 (and FOREVER)"

Hi Travis, Would you consider Intel as a Core holding in the "Performance Tracking for the Irregulars" folder?[...]

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