This month I want to take a look at a stock I’ve mentioned in the past, but have not yet personally bought. But first, I thought I’d call your attention to another wave of negativity that could be hitting Seadrill (SDRL) shares — Elliot Gue, who was one of the first newsletter folks to call […]
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Before I get churning with this week’s Friday File, I want to take the opportunity to thank you, the Irregulars — and particularly the several new members we’ve had join up as Irregulars in the last few weeks — welcome to the club! Stock Gumshoe has always tried to balance how we do things, offering […]
I always like to squeeze in the pre-conference workshop at the Value Investing Congress, because in that much smaller group we tend to get more discussion and deeper analysis… and the stories aren’t all blogged by a hundred people and on CNBC, so there’s usually time to consider them. It takes me some time after […]
There are a few overseas stocks on our speculations list that I haven’t covered yet as we begin this new year, so let’s catch up on those: Brazil Fast Food (BOBS) — Hold at $17. Next quarter may be bad so I’d look for opportunities to buy below $15.50, but 2014 growth could be very […]
It’s been an interesting week here in the Land of Gumshoe — Just this morning I’ve been patting myself on the back for suggesting that Africa Oil was a good deal again in the $7s a couple months ago (they just announced yet another oil find today, putting the shares up over $10 for the […]
I’ve got a whole passel of things to comment on for you today — I want to update my thoughts on some insurance company stocks that I own and that I touted as beneficiaries of a big switch in the insurance market over the past year or so, check in on a buy and a […]
Let me warn you up front that today’s missive might be more error-filled and brief than you’ve come to expect — thanks to a sprained thumb I’m hen-pecking my way across the keyboard and, truth be told, I’m already a bit grouchy after having slugged it out with this first sentence. But still, I can’t […]
This morning I was surprised to see a note that the CEO and a group of insiders are trying to take Brazil Fast Food (BOBS) private — not because it’s a bad idea on their part, but because the timing is a little odd. Brazil Fast Food is an operator of fast food restaurants, including […]
Normally I’d be sharing the “Idea of the Month” with you right about now, but I’m not really sold on any of the ideas I’ve been considering so I’m going to put it off a week and let the thoughts percolate. And as it so happens, our resident pooch here on Gumshoe Mountain went off […]
I’ve got a handful of updates for you, including one on a stock that I bought yesterday and a few other notes about recent quarterly reports from stocks I follow, but first … a teaser to solve … When I wrote about Marc Lichtenfeld’s pitch for “Spread Trusts” yesterday, I promised to also try to […]
Those of you who’ve been following the Gumshoe religiously might have noted that I’ve been conflicted about Brazil Fast Food (BOBS) lately — I’ve been considering selling my position and moving that into a larger and more diversified stock that plays on similar trends like Arcos Dorados (ARCO) or possibly Burger King (BKW) … and […]
I’ve got a teaser pick or two to sniff out for you today for our Friday File edutainment, but first I thought i’d share a few thoughts on a couple of the other companies that have floated through these parts over the years. The first one is StoneMor Partners (STON), which is a master limited […]
I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]
Over the years I’ve shared a few “Idea of the Month” picks that are plays on various emerging markets — the most direct emerging and frontier market picks have been Lonrho in Africa, Brazil Fast Food in Brazil, and Nagacorp in Cambodia, so let’s check in with those. As with the rest of our annual […]
I’ve invested in and written about quite a few Brazilian companies over the years, and I own a handful of such stocks today — so with the Brazilian market taking a hit this year, I thought I’d take a quick look at those holdings. There are two Brazilian companies that I’ve profiled as “Idea of […]
I just picked up some shares of Brazil Fast Food (BOBS, trades over the counter). This is a stock I’ve followed for a long time and suggested as an “Idea of the Month” candidate a year and a half ago — in the interim the company has continued to grow and is a better investment […]
I’m entering my 42nd year on this big blue marble tomorrow, so I think it’s time for a midlife crisis — I can’t decide, should I talk my wife into buying me a shiny red convertible, or a portfolio full of speculative mining and biotech stocks so I can live on the edge and feel […]
A couple weeks ago I started my annual navel-gazing exercise of looking back at past “idea of the month” stock (and other investment) suggestions — that first look covered the first year or so of these more formalized ideas for the Stock Gumshoe Irregulars, from 2008 to mid-2009, and now we’ll try to catch up. […]
I’ve been so overwhelmed with gold and silver teases, and have written about them so many times over the last couple weeks, that I was really prepared to jump on anything that looked a bit more like a “real” company (ie, not just a commodity play or a hyped-up junior miner) … so here comes […]
Before I start out with today’s “Idea of the Month” article I should note that I’ve had a lot of folks asking about the new “teaser” language coming from Dan Ferris for his Extreme Value newsletter — so let me quickly jump on that before I share this month’s stock idea, since it’s a stock […]
Brazil’s economy is finally growing now, a growth that it started getting credit for a few years ago, before the expansion really started — five years ago, it was enough that Brazil under President Lula seemed to have a handle on inflation and a reasonably pro-business government. Now, it’s one of the few large, stable […]
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