Some of the stocks I’ve already covered in our annual review so far this year have been commodity related — Pembina Pipeline, for example, or Dorchester minerals or Seadrill, picks that also have high dividends or that trade largely as income investments. But I’ve suggested quite a few other commodity-related investments over the years, so […]
The annual parade continues — I’m updating my thoughts on the stocks I’ve suggested in the past as “Idea of the Month” investments, and in this installment we’re looking at what are mostly dividend-growth stocks: income ideas, but not stocks that have particularly huge current dividends (those “bigger yielders” were covered in Part one here). […]
I’m shaking things up a bit this time around — every year, I spend some time early in the year going over all the past suggestions I’ve made as “Idea of the Month” picks, and we’re doing the same once again starting today … but this time instead of a chronological listing I’m going to […]
As happens from time to time with my “Idea of the Month” picks, I came in to this week without a strong opinion about a stock that I wanted to feature for you. There have been plenty of candidates I’ve considered for this high honor (insert smiley face here), and indeed, there’s one leading pick […]
This month I have one particular stock in mind for your consideration that I think is in a great secular growth industry, with fair valuation, a decent and growing dividend, and an appealing future. But first, a few other little things: One, don’t forget to take your taxable losses — I’m no fan of trading […]
I got to thinking about this month’s “Idea of the Month” as the propane truck was delivering our regular supply of fuel to a chilly Castle Gumshoe — even with prices up a little bit, I didn’t ask him to deliver less. Sure, we might turn down the thermostat a little to save a few […]
This month, as I noted I would do a week ago, I decided to pick my favorite idea from the Value Investing Congress and suggest that as the “Idea of the Month.” The task, however, was more difficult than I expected — I do have an idea to share with you, but it runs along […]
Sometimes when the economy is worrisome, the markets tumultuous, and no “story” stocks get you particularly excited about near-term catalysts, it’s time to focus on beaten down asset classes that you can buy for cheaper prices — it may not be the low for these assets, of course (and it probably ain’t, I’m not that […]
If you’re hearing the “market panic, buy dividend-paying stalwarts” advice that seems to be coming from all corners of the investment world, and if that advice rings true to you, there’s really only one thing I’d tell you: Buy DTN. That’s the WisdomTree dividend ETF that excludes financial stocks (most dividend ETFs are heavily into […]
It seems like I’m starting to get into a bit of a rut — many of the stocks I’ve profiled for you recently have been somehow involved in the commodities space, whether little oil stocks, or oil services, or what have you. And despite my fondness for a number of other stocks right now, including […]
A couple notes for you before I get into the investment idea that I want to feature this month: First, thanks to the new folks who have joined this week — quite a few folks came on board in response to the teaser barrage for Sandstorm Gold, which is still being very actively teased by […]
This month I’m taking an idea from one of the teasers that I’ve been kicking around for the last week — Chuck DeCastro has a teaser out for three very small oil and gas companies, and he often brings up appealing stocks, so I decided to look into them … and at least one of […]
This time around I thought I’d get into some more detail for you on a stock I’ve written about before, and which I own personally — but I think it’s underappreciated given its potential for inflation protection and dividend growth. April’s Idea of the Month is shares of Retail Opportunity Investments Corp (ROIC). That ROIC […]
This month we have a smorgasbord of possible ideas and stories for you — you can see from my personal activity that I’ve been buying several stocks this week, including adding to my positions in Sprott Resource Lending (SILU — the “idea of the month” for February) and Corning (GLW), and opening a position in […]
I mentioned this stock a few months ago, when the folks at Sprott were just beginning their takeover and transformation of Quest Capital, and now that I’ve seen a bit of progress in their business plan and we have a projected dividend and dividend start date, I think it’s worth buying the shares. So the […]
Much of the time I end up profiling companies in this space that are quite small, relatively unknown, and perhaps a bit difficult to trade. I’m sure I’ll continue to do that in the future as interesting companies cross my radar, but today, with my level of uncertainty about the global economy fairly high, I […]
Yes, there are a few boom towns out there. And if you buy the right apartment owner, you might be able to profit from their growth while enjoying the income that owning real estate can provide. Today I want to share with you some thoughts on a Real Estate Investment Trust that is also, in […]
One of the ideas that I’ve been coming back to again and again is infrastructure — not necessarily just the kind of physical infrastructure that I talked about last month with Ferrovial, or things like power and highways and pipelines, but the basic kind of underlying businesses that keep other businesses operating. And in the […]
As most of you know, I spent a couple days learning at the Value Investing Congress in New York last week, a wonderful conference that attracts some of the best and brightest in value investing and gives them a great forum for sharing their ideas and methods. The stars of the Congress are usually the […]
I’ve had Mongolia on the brain this week, and would love to point you to some exciting investments in that (possibly) emerging commodity powerhouse — this has been a hot story of exploration and potential for at least five years, with periodic chatter about Canadian or Chinese companies who are making exploration inroads … … […]
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