Buying and selling in the Real Money Portfolio -- adding exposure to India and the Montney, Selling some Insurers, and updates on small speculations

Notes on the "A's" -- Amazon, AIG, Aconex, Alibaba, Altius... plus Fairfax, QTS, China and more...

I’ve got a few Real Money Portfolio updates for you today, but first I wanted to check in on a teaser that a few folks have asked about… Dr. Stephen Leeb is a familiar name in newsletterdom, he has been helming newsletters from a variety of publishers for decades, and it seems he has again […]

Checking in on that "like buying Amazon" stock, plus some updates on insurance stocks in my portfolio

Buy/Sell updates and news on a few companies in my Real Money Portfolio, plus notes on gold, cobalt, zinc, AIG, Alzheimer's Disease...

A Friday File Special: Dumb Leverage, Foolish Risks and the Speculations that help Make Investing Interesting

I have a few updates for you this week — there was a little bit of earnings news in the Gumshoe Universe, and I did a little rebalancing in my portfolio to get cash levels up in anticipation of future buying opportunities… but first, the latest pitch for Chris Versace’s Growth & Dividend Report caught […]

SPECIAL VALUE INVESTING CONGRESS NOTES FOR THE IRREGULARS

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 […]