Ian Wyatt is out with some ads touting “Forbidden Stocks” — stocks that are abandoned by Wall Street, sold off by mutual funds, and can only really be appreciated by discerning investors who subscribe to his Million Dollar Portfolio (currently $295/year). Shall we figure out what they are? The spiel starts like this: “Wall Street […]
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I’ll be on the road today, dear friends and Irregulars, so I’ll send this Friday File out in the morning since it’s (uncharacteristically) ready before the market open. Enjoy! Well, there’s no question about what Irregulars want covered in the Friday File this week… the latest pitch from Louis James at Casey Research about a […]
All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]
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 […]
Cielo (CIOXY for the US ADR) is the biggest Brazilian credit card processor, they make their money primarily by adding merchants to their transaction network (leasing them the card swipe machine and processing the payments through whatever credit or bank card they use), and by getting a tiny slice of each payment. They came into […]
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. […]
Happy Friday, all — Irregulars have already seen a few “members only” articles this week, from Dr. KSS’ new posting to my update on goings-on with Ligand, so I think we’ll probably be a bit on the brief side with the Friday File today… let’s see if I can stick with that prediction. Things are […]
Today I’m focusing on answering some questions from readers about a few stocks, some that I own and have suggested to Irregulars in the past, some that are new to me. As might not surprise you, much of this is about some of the royalty and streaming stocks, including one that several folks are whispering […]
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 […]
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 […]
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Sheesh, more updates! Cielo down a bit on the back of a reduced forecast for Brazil GDP growth, since their business tr...
Cielo seems to me to be humming along nicely -- they were more or less on track with earnings this week, decent growth b...
Stan as a long time reader of Donald Coxe with whom I have always had an intellectual affinity I, as does he, tend to in...
I did take notice back when you first mentioned Cielo and own a nice piece, thanks Travis. A couple of weeks ago I jump...
Hey Gumshoe, A bit of a ramble. Several weeks ago NPR ran a story about mobile payment processing in S. Africa via a ...