This article originally appeared as part of the Friday File for the Stock Gumshoe Irregulars (our paid members) on November 20, 2015. The article has not been updated or revised, other than a couple quick updates to numbers and valuations, but we’ve had questions about the ad of late, so we’re moving it back to […]
There’s not one “big thing” that jumps out at me this week to blather to you about for your Friday File edutainment, but I do have a smorgasbord of thinklinations to share… including a few “quickie” teaser solutions as we go along. First, for those who have been asking: Yes, I have now covered my […]
This is not a fundamental look at any of these stocks, but just a quick update on my personal portfolio. Like you, I have many priorities in my life… and some of those priorities changed a bit over the last week or two, so we’re considering some real estate transactions that make it important for […]
Those of you who’ve been following Stock Gumshoe for more than a few months may have noticed that I love royalty companies — firms that don’t have to do a lot of work or incur a lot of costs, but just get to make an up-front investment and participate in the top line for their […]
Despite the fact that I almost never bet against stocks, either through shorting or put option buying, this is not likely to be shocking news for those who follow my Friday File commentaries. I wrote about having this personal inclination about this specific stock in my Friday File note on August 19… … and since […]
Quite a few of our readers have sent in questions about this ad over the last day or two, which actually gives me a bit more hope for humanity — after all, this kind of promise of a “wealth compounding machine” should be much more compelling than the high-risk, highly-speculative “Double in a week” ideas […]
So… what’s been happening with the stocks I follow and write about for my favorite Irregulars? We’ve had a couple weeks pass since I last checked in, thanks to my vacation and the Pan Mass Challenge, so there’s a bit to catch up on… (and thanks again to those who sponsored me, once I get […]
Today we’re looking at a pitch from Tom Dyson and his colleagues at Palm Beach Letter, they’re selling their Palm Beach Confidential service — and one of the ways they’re selling it is by promising that they’ve got an investment that could return eight times your money if gold goes up just $150. What? OK, […]
I won’t be able to post our regularly-scheduled Friday File for you this week, since I’ll be preparing for my ride this weekend (thanks again to the many of you who have sponsored me!), and Stock Gumshoe will be very quiet next week because I’ll be on vacation with my family (and recuperating, I imagine), […]
This week I’ve got a lot of thinking to catch up on — there are several stocks in our Gumshoe Universe that have reported or generated some news of late, many of which I own, and I’ve got some thoughts on a lot of them to share with you. I started with my reaction to […]
Do investors have a tendency to overreact to trends and fad worries? Yep. Despite all the concerns about Facebook (FB) losing “eyeball time” to Pokemon Go or losing the “cool kids” to Snapchat or just saturating the market and getting overvalued, Facebook AGAIN blew out earnings expectations this quarter (reported on Wednesday evening) by doing […]
[ed. note: Today’s training ride took more out of me than I expected (I’m raising money for Dana-Farber by riding in the Pan Mass Challenge next week, please sponsor me if you haven’t yet done so!), so I’m afraid I have to leave you with what we’ll gently refer to as a “rerun” — though […]
Today I’m breaking up our Friday File into two segments, which many of you have noted that you prefer — one part is a teaser pitch solution, the other is an update on a few stocks that I own and/or have suggested to the Irregulars. The teaser pitch is a look into Cabot’s “Stock of […]
I noted on Friday that I had added to my Douglas Dynamics (PLOW) holdings following their recent acquisition of Dejana… so I should note that this morning, ratings agencies gave PLOW a little slap on the wrist for their term loan — it is a leveraged company, so they downgraded the term loan by one […]
There was a whisper of panic in the air this morning. Early in the day I had trouble connecting to both the Kitco website (for gold prices) and to Fidelity, among a few other websites that seem to have been temporarily swamped. People are a little jittery about just what they should do with their […]
Barron’s came out with a note about Medical Properties Trust (MPW) over the weekend, and I was wondering if it would spur some profit-taking in the stock… doesn’t appear to have happened yet, the stock is down slightly after the open but is more or less in line with the other healthcare REITs. Here’s what […]
A few things to blather on about for you today — a teaser, a new mutual fund I’ve been following that has some appeal (and some of my money now), and some quick updates on my portfolio. First, though, I want to call attention to our discussions here at Stock Gumshoe. Most readers will never […]
The “Idea of the Month” for May, which is fast coming to a close, is automotive electronics — and I think we have two interesting options that I’m interested in buying (I don’t own either right now). First is Visteon (VC), an idea which has been kicked around in value investing and “special situations” circles […]
Input Capital (INP.V, INPCF) has soared still higher — I wrote about this a couple weeks ago when it was just ticking over the top of what I considered a “safe” range for buying the stock. Optimism seems to be returning to these shares, and there isn’t one clear reason for why that’s happening right […]
I’ve promised the Irregulars that I’ll keep you up to date on my personal purchases and sales in the stocks that I write about, so I need to let you know that I sold my Criteo (CRTO) position on Friday. Not because I particularly intended to do so, though I’ll take the small short-term profit, […]
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