Friday File look at a new teaser, plus a Cielo stop-loss sell

Friday File look at a gold miner teased by Louis James at Casey Research

Taking a quick look and updating my thoughts on (almost) every stock in the "Gumshoe Universe"

I’m going to keep it brief for you today — and we’re not going to have a formal “Idea of the Month” piece for October because, well, we’re at the end of October and I haven’t recently come across a new idea that’s compelling enough for me to argue you should own it. In some […]

Checking in on the Cielo/Cielo lawsuit

None of the teasers this week struck me as so thrilling that I have to cover them for the Irregulars today, but I’ve been following a few of my favorite stocks and their quarterly updates recently, and bought a few stocks today, so I’ll share some company updates for the Friday File this time around. […]

One buy and a few quick thoughts that come to mind this week for the Friday File

A look at new and old royalty companies and a checkup on some old ideas for the Irregulars

Compiled list, in order of affection, of our past "Idea of the Month" picks with updated opinions

The annual parade continues — I’m updating my thoughts on the stocks I’ve suggested in the past as “Idea of the Month” investments, and in this installment we’re looking at what are mostly dividend-growth stocks: income ideas, but not stocks that have particularly huge current dividends (those “bigger yielders” were covered in Part one here). […]

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 […]

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 […]

This week, instead of digging into a new teaser for your Friday File pleasure, I thought it was time to update you on a few of the “Idea of the Month” stocks that I’ve been thinking about recently. First, I should also tell you that I’ve now made two buys this week personally, both of […]

This month I want to suggest that you take a look at the biggest credit card processing company in Brazil, Cielo — this was a huge Brazilian IPO last year, then under the name VisaNet, and was formerly the sole processor of Visa cards in the country (as competitor Redecard was the franchise holder for […]