Maybe the scariest thing I can tell you is, “I’m not selling everything.” The drumbeat in my head continues to be one of worry, I continue to be a little bit surprised at how high stocks are going, and how resilient stocks are. But thankfully, I haven’t been acting on those macro worries — because […]
Make sure to read the comments following this article — big news (possibly bad) came out on the company and the stock dropped sharply the evening after I published this article, I’m still digesting the news and will probably share additional thoughts in the near future. If you’ve been reading Stock Gumshoe for long, you […]
I’m feeling a little bit old today because my fourth baby, Stock Gumshoe, just celebrated its eighth birthday. Eight years of solving teasers, sharing thoughts, and defusing marketing hype… and it’s still such a cute little fella! I certainly never expected this to grow and get the attention of so many people when I sat […]
I don’t have a single idea that makes me want to jump up and down this month — I’ve been trickling more money into Pershing Square Holdings (PSH.AS, PSHZF) and Tekla Healthcare (THQ) as well as more boring broad index funds and such, and have been tempted by some other investments, but nothing jumps out […]
December is the time of year when most people (including me) think about selling, not buying. For those with taxable accounts, this is the opportunity to cut your tax bill a little bit by turning those paper losses into actual cash losses by selling stocks that have gone down. But that also creates some opportunity. […]
Today we’re due for our “Idea of the Month” pick — but I also should quickly let you know that I personally added some more to my Lancashire Holdings position this week when it tripped a buy order that had been in place for a while. I wrote more about Lancashire in my insurance-themed “idea […]
I have several companies I want to take a look at for you this month, since I’ve been reading a lot of insurance industry stuff lately and thinking about my approach to investing in insurance stocks, but first I’ve got a couple stocks folks have asked me to update my thoughts on… I’ll try to […]
This month I want to take a look at a stock I’ve mentioned in the past, but have not yet personally bought. But first, I thought I’d call your attention to another wave of negativity that could be hitting Seadrill (SDRL) shares — Elliot Gue, who was one of the first newsletter folks to call […]
Online advertising is a rapidly growing industry, dominated by Facebook and Google (particularly in this country) but still changing rapidly and amenable to new ideas and new technologies. Better ideas and better algorithms allow businesses in this segment to grow rapidly or get acquired at lofty prices by the established players, so it’s always interesting […]
Whenever I attend the Value Investing Congress, which I try to do twice a year, I tell folks to expect me to pick my favorite idea from that conference to share as the “Idea of the Month” not long after — and that’s what we’re doing again today. There were a passel of interesting ideas […]
I don’t have a compelling and urgent new stock in mind that I think should be bought right now — there are plenty of interesting ideas, of course, but nothing jumped out from recent teasers this year that had me rushing to my broker, and most of the stocks I’ve been nibbling on I’ve already […]
Well, after spending last month catching up and revising my thoughts and opinions about the dozens of stocks I’ve covered for the Irregulars in this space, it’s time to again look for something interesting for your consideration. First, I should let you know that I’ve become less worried about about Seadrill (SDRL) this week after […]
I end up covering a large number of stocks here at Stock Gumshoe, so even though a very small number of them end up getting featured as an “Idea of the Month” that I like, or as a stock that I buy personally, there are usually quite a few of even these “favored” names that […]
I have a hard time jumping up and down and urging anyone to buy anything at this particular point in time — the market is not cheap, stocks with any kind of top line sales growth are expensive, real estate is being propped up by low interest rates that are likely to ease, and commodities […]
Well, TGS Nopec (TGS in Oslo, TGSGY for the pink sheets ADR) did indeed release earnings yesterday … and they were about what they had indicated they would be: worse than last year. The stock reacted very mildly, it’s moved up gradually over the last week or so as investors have gotten a bit more […]
This month, as I indicated I would do when I surprisingly bought some shares of a seismic company a little while ago, I want to take a look at two of the available “seismic data” stocks — there are many others, including companies that specialize in software or processing or building or running the equipment […]
Every time I attend a big investing conference I try to pick my favorite idea from all the investments presented and share it with the Irregulars. As usual, it’s been a bit difficult to narrow down all of the ideas presented at the Value Investing Congress and choose a single one to present to you […]
Yep, I’m writing about another insurance company. And you’ll have this to chew on for a while, I’ll be on vacation for most of next week so we won’t have a Friday File (unless something dramatic pulls me away from the beach) or many new articles of any sort on the site next week. So […]
This month I’ve been strongly considering whether or not a uranium-related investment makes sense — one of the reasons that my ears perked up when I was reading about Andy Obermueller’s tease of Cameco earlier in the week. Uranium should hit a pretty strong bull market as the end of the US/Russia warhead dismantling accord […]
I always have a few ideas floating around in my head and rising to fight for prominence when I’m working up to our monthly “Idea of the Month” piece for you, and this month is no different. When it comes to taking risks and making long-term speculative investments my temptation has been to look to […]
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