As I typically do after attending the Value Investing Congress, I’m selecting one of my favorite ideas from the conference to share with you as our next “Idea of the Month.” The selection process was a little tough this time, because there were several picks that I found pretty compelling — a couple specialty insurance […]
I’ll be traveling for most of the next week, so we’re getting this Idea of the Month note out to you on Thursday night/Friday morning, a bit early. There will not be a Friday File or much else in the way of new content at Stock Gumshoe next week, but I will provide at least […]
Several folks have been asking about the latest teaser pick circulating from Tom Dyson for his Palm Beach Letter — I haven’t seen this one really widely promoted, but it has come up enough that I think we’ll probably see more of it. And it so happens that it teases a company I have owned […]
I broke up today’s piece into several different articles because there have been quite a few things going on this week with companies I follow or am interested in, so this “Idea of the Month” piece profiling one of our watchlist stocks will not (I hope) be overly long. The other piece I shared today […]
Every year in January I set aside the monthly “share a favorite idea” pieces and do some reflecting on all the ideas we’ve shared in the past. This has been a good mental exercise and discipline as I’ve been forced to confront past mistakes and to check in at least once a year and reconsider […]
Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]
For those who are curious about what I’m doing with my personal portfolio, I should note that I’ve let the cash balance build up a little bit (mostly through savings, not sales), and that I’ve had a couple transactions this week — I sold Teva (TEVA) as their strategy has morphed away from what I […]
This won’t shock you, probably, but I bought into the stock of a reinsurance company last week and, after reading up on the company some more and spending time with their filings and reports, I’m going to suggest that you take a look at this one as well. And it doesn’t hurt that, thanks to […]
As I usually do in the weeks following the Value Investing Congress, I’m featuring a favorite idea from that Congress as our “Idea of the Month” this time around — and though it was hard to narrow down the list this year I decided to go with one of the smaller and more unusual ideas, […]
This month I want to talk a little bit about warrants, and to suggest that you take another look at a stock I profiled in this space about a year and a half ago and give not just it’s stock but also its warrants a fair shake of your thinking stick. If you’ve never heard […]
Before I get into today’s idea for this month, which I’m borrowing from a yield-hungry newsletter guy, I did want to quickly address some big news from one of my largest holdings, and one of the stocks that you’ve probably noticed that I write about a lot — Sandstorm Gold. Sandstorm is a gold streaming […]
This month I have two stocks that are really catching my attention: one that I’ve held for many years and think is one of the most solid and steady companies you can buy, at a nice value right now; and one that caught my eye following a teaser writeup I did a couple weeks back, […]
I should preface this by saying that though I tend to be gadget-happy and lust for the latest toys from tech-world … I still tend to think that many fabulou breathroughs are dumb ideas that will never catch on. After all, not everyone can be as silly as me, right? I was convinced that putting […]
No, today’s idea of the month will not be “buy facebook!” Though I’m actually shocked to see it close right around the $38 IPO price on Friday as I finish this note, and I do believe the stock will do well once they find their footing and report some earnings growth quarters. I expect the […]
Before I get started with our “Idea of the Month” thoughts for you, I have two unrelated things to quickly share: First, on my portfolio: I did some rebalancing in my Sandstorm Gold (SSL.V, SNDXF) holdings as part of a broader reshuffling with my brokerage accounts — the end result is that I still have […]
This month’s idea is plain and boring, at least until you look under the hood a little bit. It’s a small cap (but not too small) that is profitable, with a very diversified group of customers and a >yawn< boring suite of products (at least, for those of us who aren't electrical engineers). But they're […]
I’ve been browsing around using stock screens for a few weeks now, thinking about “cheap growth” — the strategy of buying stocks that are showing above average growth but that aren’t being given a premium price based on that growth rate. There’s no pure science to determining what “cheap” means, but I often find myself […]
I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]
Today I’m filling in the updated thoughts on all the other stocks that are still in our semi-active universe of “Idea of the Month” picks from past years (ie, we haven’t dropped them for reaching a price target, or being dumb mistakes that have been crushed). These are, as with the rest of the updates […]
Over the years I’ve shared a few “Idea of the Month” picks that are plays on various emerging markets — the most direct emerging and frontier market picks have been Lonrho in Africa, Brazil Fast Food in Brazil, and Nagacorp in Cambodia, so let’s check in with those. As with the rest of our annual […]
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