A hodgepodge of thoughts for the Friday File
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The “Green Light” Trade Again, Uranium Update, and some Buys and Sells in my Portfolio
June Idea of the Month: Silly Little Banks
Not really banks, but “sort of” banks, that’s what I’m going to write to you about today — and I’ve got a couple interesting ones that I own to profile for you today as they share the “Idea of the Month” spotlight. Banks in general are in everyone’s good graces again — the stocks are […]
16 Comments Read More“Slingshot Trades” and some updates for the Friday File
Finishing up the Annual Review, plus “The Greatest Gold Opportunity in the Last Decade”
Seeing where Frank Curzio landed and what gold stock he's pitching as the "Midas Code"... plus some more updates
14 Comments Read More“Ellis White’s $12 Billion Oil Map” revealed, plus some portfolio updates and thoughts
Friday FIle chatter about Travis' portfolio, plus a solution to Keith Kohl's latest Oil & Gas Trader teaser
12 Comments Read MoreWhat’s the “Executive Dividend Program?”
Annual Review — TARP Warrants
I covered Altius earlier this week, one of the larger positions I own and one of the more interesting over the past month, but they’re moving up to the “Core” list as Sandstorm Gold (SAND) moves down to “speculative” (that’s a measure of how confident I feel about the company’s future, this isn’t a portfolio […]
4 Comments Read MoreShaving a Warrant Position
Last time I wrote about my warrant holdings in both PNC Financial and Boston Private Financial, back in August, I said that the prices are eminently justifiable and there’s still a large potential upside … but that after a solid runup in the prices I would be more likely to sell some of my holdings […]
1 Comment Read MoreCatching up on some favorites and a couple add-on personal buys for the Friday File
Warrants, Sprott, Markel and some Personal Trades — a Friday File Hodgepodge
I have a few thoughts to share with my favorite Irregulars today for our Friday File (we also shared a new article from Doc Gumshoe earlier today if you’re interested). Today we’re looking at a few trades I’ve made this week (four buys and one sell), updating thoughts on a couple companies I’ve covered before, […]
8 Comments Read MoreAdd-on to my 2018 Bet
Personal Portfolio Updates from a Wild Week
Quick update on some limit buy orders that were triggered in my personal account
3 Comments Read MoreApril Idea of the Month: Betting on 2018
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 […]
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