Friday File: Cabot’s “Next Amazon” plus Disney, Gold, Cobalt and more
by Travis Johnson, Stock Gumshoe | December 15, 2017 5:51 pm
A Teaser solution in retail from Cabot Growth Investor... plus more buying in cobalt and gold, thoughts on Clean TeQ, eCobalt, Criteo, Skyworks, Altius and more...
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I bought and held ATUSF thanks to your comments Travis. It is nice to see the recent rise.
Thanks for the detailed work on eCobalt Solutions. I find it interesting that mining shares can also rise when production of a metal is cut due to weak demand and rising costs. The uranium tracker URA has been doing just this.
$FIVE, currently no position, but will look more closely after reading this article.
My observations: My granddaughter had items from 5 Below on her wish list, so last week I went to the new one near my home. It was clean, well organized, and had lots of interesting things for the younger target market. I was very impressed with the one employee I talked with, who was assisting at several self-checkout stations, and was happy to go over to the only actual register to ring up a gift card for me.
I know of 3 stores within 8 miles, and they are all in newer, trendier shopping areas, popular with millennials.
Thanks for the feedback, Catherine — I’ve never been to one, glad to hear it was a positive experience.
I would be careful on the Disney. They’ve got some
Sexual connotations involved!
That was what I heard .
Huh?
Speaking of Gold, please check out NVO.V
Good work Travis on CLQ, I bought a few on the strength of Robert Freidland’s intellect and track record and he is doing it again, a 300 person workers village has been bought 2nd hand (cheap) and autoclaves 2nd hand but unused and now landed in Australia. I also bought a few AUZ:ASX as they have similar deposits fully permitted but are lower cost shares in an apparently undervalued company but (without the Friedlander component). Russell
Welcome to the #Gr8Gummunity Russell! 🙂
You may be interested in all thing $CLQ, CleanTeq, ow, by HendrixNuzzles at: https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/ #Best2YouAlwayz ~ Ben
Travis,
One of the “brands” Disney will be able to leverage is the reuniting of the X-Men and Fantastic Four franchises with Marvel. The two Fox properties will now become full fledged members of the Marvel Cinematic Universe which presumably should increase their value as they integrate more fully with other Marvel properties both on the screen and in the toy stores.
Mark