A buy from the watchlist, plus thoughts on Tencent, Alphabet, Naspers, Square, Altius and Five Below

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

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Dan Ferris, who we have covered many times, is presenting about Altius Minerals (ALS.TO, ATUSF), which he has covered for years and we’ve written about many times (it’s also […]

Plus my latest Thoughts on some of our Royalty Companies, and another small buy

Checking in on a "fave for 2013" mover

Many of you remember well or are still enjoying the terrific surge that my favorite gold stock, Sandstorm Gold, enjoyed on the heels of a big push from both Stansberry’s Phase 1 and Peter Krauth’s Global Resource Alert — you can see my latest free article on that one here, and all of my past […]