We’ve seen some real shift in the dollar, interest rates, and gold over the past week or so, driven, it seems, mostly by the geopolitical risk that is headlined by Syria — I don’t have any idea how that will resolve itself, but under President Trump and his ability (and seeming inclination) to create “black […]
have an example of a crazy return in my portfolio this week, and it’s getting close to the time that I have to make a decision about it. My remaining position in Shopify (SHOP) April Call Options, on which I’ve already taken a profit in excess of my initial investment, was glowing on my spreadsheet […]
I’ve gotten a few questions about Jason Williams’ free Wealth Daily article on Friday that hinted at “Warren Buffett’s Next Target,” so I thought we’d take a moment to throw those clues into the ol’ Thinkolator for you. There is a cottage industry on Wall Street right now that really demonstrates the short-termism of the […]
For those who were interested in the spiel about Chris Mayer’s special “Skype Call” that I wrote about earlier in the week, I thought I’d loop around on that — yes, he was talking up the potential of mutual conversions (he usually calls them “thrift conversions”), and I actually listened to most of the presentation […]
In how many areas of life can you be guaranteed to get average results even if your abilities are inferior? That was one of my favorites quotes from the presentation by Ed Wachenheim at the Grant’s Conference: “People with inferior abilities can get average results with an index fund, which is remarkable.” But, of course, […]
I must confess having made another iconoclastic little investment this week — even as I make clear that although I’ve really invested in it, and it’s in my Real Money Portfolio (with a likelihood that I will ignore it for a while as it settles in as a newly public company), it’s extremely illiquid and […]
Hello, merry Gumshoe-ers! I’m going to be on the road next week to attend two conferences, the Grant’s Interest Rate Observer conference in New York mid-week, and the MIT Sloan Conference on Friday — so I’ll be sharing some notes with you with my thoughts on what I hear at those confabs, with fingers crossed […]
I was intrigued when I saw an ad from Timothy Lutts at Cabot about their “Next Netflix” stock, pitched as the next opportunity for a $600,000 windfall. Who doesn’t want that, right? That windfall figure refers to their recommendation of Netflix in May, 2002 — they say that $5,000 in NFLX then would have turned […]
I’ve got a hodgepodge of ideas and small news items for you this week, plus a few transactions in my Real Money Portfolio that I’ve mostly noted for the Irregulars in quick notes earlier in the week. The market is expensive, but there’s no reason for a long-term investor to sell just because it’s expensive […]
Just a brief note here to let you know that I’ve sold a little over half of my Shopify (SHOP) options position. I was pondering whether to hold on to this speculative position in the April $60 SHOP calls last month, since the one clear remaining catalyst before option expiration would be their quarterly report […]
Just an FYI for folks who follow my personal “real money” portfolio — today, following Kerrisdale Capital’s short attack on Northern Dynasty (NAK), I sold an additional part of my warrant position when it hit my mental stop loss level of about C$2.50 (the stock was nearing C$3). That books a total profit of roughly […]
I’ve got one little teaser to look at for you in your Friday File today, and then some quick updates on the companies in the real money portfolio I manage. The teaser pitch that several folks have asked about is the “Project Ironman” teaser from Marin Katusa, which he’s talking up as a “totally new […]
I’ve got quite a lot to share as I close out my annual review process, looking at each stock I own in some detail and updating my opinion on it for you. First I’ve got the last few stocks that don’t fit into one of the sectors I’ve covered so far over the past month, […]
More to come for the Irregulars tomorrow as I finish up my Annual Review, but since I did a little buying and selling today this is just a quick note to let the Irregulars know that I’ve made a small purchase of shares in Luna Gold (LGC.TO in Canada, LGCUF) following their decision to merge […]
A few readers forwarded this email to me recently, though I don’t know how widely it’s being disseminated at the moment… it is an ad for the Motley Fool’s flagship Stock Advisor newsletter, which has probably gotten more coverage in the pages of Stock Gumshoe than any other newsletter (if only because it’s an inexpensive […]
I’ll write some more detail about this on Friday when I get to our Friday File for the week, but wanted just to note two personal purchases I’ve made. I bought some shares of Franco-Nevada (FNV), a very small position at this point as I wade into it during this fall in the price of […]
This week a pitch from Matt Badiali got me to thinking — it came in as a free article with a little “cross-selling” pitch from another Stansberry publication, Retirement Millionaire, and it sounded a little bit familiar… so I thought we’d start with that today and see where it takes us. The intro from David […]
The market is down hard over these past couple weeks, thanks to worries about relatively steep valuations, the likelihood of an interest rate hike from the Fed next month and, much more than anything else, a full-on panic about the possibility of a Donald Trump presidency that would, one fears, bring an almost endless stream […]
NXP Semiconductor (NXPI) and Visteon (VC) both reported results this week, both pretty much in line with what I would have expected and pretty close to analyst estimates (Visteon earnings were well above estimates, revenue well below because analysts have a hard time getting very specific on Visteon quarters — but their big picture remains […]
I like the deal that Medical Properties Trust (MPW) did this week — thought he market was less enthused. They are purchasing nine acute care hospital properties from Steward Health, which is not far from Gumshoe HQ here in New England, and will also likely have an ongoing relationship with Steward as it tries to […]
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