Perhaps the most glaring reminder of the current investor mindset is that the new exchange approved by the SEC a couple years ago, the Long Term Stock Exchange (LTSE), designed to help build long-term relationships between companies and their investors, has just now formally gone live with its first two listed companies at launch, Twilio […]
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I though the new pitch from Joel Litman at Altimetry was kind of interesting, and it sure teased a bunch of ideas, so we’ll run through that one today. The newsletter being touted is Hidden Alpha ($49 first year, renews at $199), and it’s part of the Altimetry group that’s a joint venture between Litman’s […]
I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]
As we close in on the end of the year, with the market still rallying so fiercely, I’ve begun to think about risk management a little bit more — I’ve been using the stellar performance of many of my options speculations this year to take profits and “let out the steam.” As I see it, […]
Interest rates will be near zero for three more years now, we expect — that’s the basic takeaway from the Federal Reserve’s press conference this week. So what does that mean? In order to make money to meet their future obligations, retirees and pension funds and other investors have to take more risks. That’s ugly […]
Today we’ve got a bonanza of content for my favorite people (yes, that’s you!) — a couple quick teaser solutions to close out the week, which morphs right into one little transaction in my portfolio, and then an update on a few other things that are going on with Real Money Portfolio stocks. Ready? OK, […]
Today we’re going to start you out with a quickie teaser solution, and I’m going to keep it quick mostly because this one is largely a connect-the-dots guess, given the limited number of clues that were dropped in the ad. The ad is from Marin Katusa, who went off on his own after leaving Casey […]
Everyone hates their cable company and their wireless company. When we used to have home phones, we hated Ma Bell, too… everyone who has a monopoly or near-monopoly and uses that to keep prices and profits high and customer service low gets ranked pretty far up the “hate” list, whether its the airlines or the […]
Several readers have asked me about this pitch in the last few days, so I’m taking a look — it’s all about solar power, and about how the big surge in green energy interest will drive us to use much more solar energy… which, he thinks, will make him (and us, if we Subscribe Now!) […]
Nick Hodge’s ads from the Outsider Club open up with a promise that has been used to sell us all manner of stocks, from content delivery networks to faster WiFi technology to “Internet Royalties”: A faster internet. And who doesn’t want that, right? Most folks have decent access to broadband now, but we’re constantly reminded […]
This pitch from Keith Schaefer started running several months ago, but we’ve had questions pop up every now and then about it… and just recently, he has jumped on November 12 as the key date to urge investors to action (both buying the stock and, naturally, subscribing to his Oil & Gas Investments Bulletin). So […]
I haven’t looked at the Capital Wave Forecast stuff from Shah Gilani in quite a while, so the latest teaser pitch from him and the Money Map folks caught my eye — particularly because he’s touting big moves in specific large-cap “blue chip” type stocks, which is pretty rare in newsletterdom (it’s a lot easier […]
People can’t get enough of the “Internet of Things” and the role that plays in the “smart home” of the future (or perhaps the present), so we’ve gotten a few questions about David Dittman’s Jetsons spiel in recent weeks — particularly since we covered the first stock he was teasing but didn’t get to the […]
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. Michael Kao’s presentation is titled “Multiple ZONES of Optionality” — which sounds conceptually a little bit similar to his “asymmetric investing” pitch from the Spring Congress in Las Vegas. […]
This ad is not exactly brand new, but folks have been sending in queries about it for a few weeks, and pretty steadily, so I thought I’d try to get some answers out for you. The pitch is from Ian Wyatt, who’s trying to sell his Top Stock Insights newsletter by throwing in a “special […]
I’m shaking things up a bit this time around — every year, I spend some time early in the year going over all the past suggestions I’ve made as “Idea of the Month” picks, and we’re doing the same once again starting today … but this time instead of a chronological listing I’m going to […]
Most of the time I write about the investment newsletter business — the pundits who sell their expertise, the copywriters who make the mundane seem otherworldly, and the outrageous promises and teases that the publishers use to convince us to subscribe to newsletters that proffer investment research and stock tips. But it’s worth noting that […]
Before I get into the point of today’s Friday File, I want to welcome the newcomers to the Stock Gumshoe Irregulars, and to especially thank those who joined up during our charity membership drive just before Christmas — we managed to raise a total of just over $2,600 for our two charities, and I was […]
It is fashionable across all of the investing punditry universe to be terrified of inflation — and for good reason, inflation is the thief that steals a dollar a day from your wallet without your notice, until you go to pay for your $58 coffee one day and come out with an empty hand. So […]
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Covered that one here: https://www.stockgumshoe.com/reviews/george-gilder-report/checking-out-gilders-will-this-weird-de...
I have owned T since 2009 and I will definitely add more here on this latest pullback. They are positioning themselves t...
The notion that I've "panned" Fox or the Trump Organization is silly, did you actually read what I wrote? I'm not criti...
If you're referring to the article, I don't think any of that was gratuitous or snarky or anti-Trump -- it was an exampl...
$AMBA,$MZOR: Stocks to watch next week sa $CMCSA: Comcast Has What AT&$ T Wants tasc KASH keshi6 gib zkcub 72 von...
Heard they are Internet providers coming to the USA to beat out competition like Comcast, Verizon Etc I believe they’...
I have been watching and reading about you for the past two or three years when your were going to come out in June, the...
It's all in your perspective -- Cablevision and MSG/MSGN have risen quite dramatically in value over the long term, and ...
DreamWorks Animation jumps 18% on $3B Comcast M&A reports http://seekingalpha.com/news/3176308-dreamworks-animation-jum...
I'm a Schaefer subscriber. He reviewed the Crius qtr this morning. The solar installations are going to be the source ...
This connection system sounds a lot like AT&T U-Verse. My neighborhood [Dallas, TX] has U-Verse and Comcast. The f...
It looks like Comcast is partnering with NRG. http://www.energychoicematters.com/stories/20140122i.html...
Shush! I am having my quality time with Kelly Evans. Clad in red, I might add. (Long ComCast. Really.)...
Where is the value added? I pay 0.07240/Kwh for Generation and Transmission in Berks County PA. Met-Ed is the Transmis...
Here in TX we have about a million "mom and pop" energy servicers. Some have great deals for promotion, particularly in...
I wasn't going to get into this as sometimes these cable discussions can take a life of its own and get nasty. But I was...
There are a lot of invalid assumptions here. To deliver high quality video and audio to your TV does not take as much ba...
SOMETHING TO THINK ABOUT... COMCAST MAYBE LOOKED AS A MONOPOLY WITH ALL IT'S MERGING AND TAKING OVER THE CABLE COMPANY P...
I have been waiting for NuCable since I heard about it more than two years past. I go and look for what I can find. Wh...
I'd love to see Apple develop a system (and negotiate for space), relying on "broadcasting" from WiFi towers …. NO MOR...
with the advantage of hindsight, you can clearly see that all 3 of those companies have done well... doubled and more ov...
Net neutrality, opinions? I am for the FCC decision. I wrote my congressman, signed petitions, etc. I don't trust gove...
Alan: both NBC and CNBC are owned by Comcast (a large cable company). So there is an affiliation between CNBC and NBC....
Sure, buy Comcast if you have no problem aligning yourself with pure evil. I, myself, would never buy stock in companies...
good grief, this international investor owns both Verizon and Comcast but does not own Telefonica de Espana, TEF. I thi...
Forgive me if this is apparent it sounds as if a tune-up may be in order. Computer Tune up Windows 7 I’m usi...
Thanks Bob. It looks like the buy is for DISH Networks, since Artemis and Rearden are not public companies yet. I shall...
Attention all Gumshoe addicts…new column coming. Admit it….you can’t keep yourself away (neither can I). Myron tel...
Attention all Gumshoe addicts…new column coming. Admit it….you can’t keep yourself away (neither can I). Myron tel...
Attention all Gumshoe addicts...new column coming. Admit it....you can't keep yourself away (neither can I). Myron tells...
I cancelled out of Comcast cable also and opted for an antennae. Local channels plus a lot of older programming such as...
I live in the suburbs where FiOs and AT&T U-verse are blocked at the county line. I suspect that's the case in many...
Hi Vivian, Hold on to TW --or Comcast if it goes that way--as long as you can. We've had FiOS for 2.5 years now and se...
we are being barraged with offers here in Manhattan for Verizon, going head to head with the cable firms by offering som...
Aereo is uninvestible until the legal issues are sorted out. If the legal issues allow them to operate they will be mod...
This is as hilarious as it is uninformed. There is no doubt that cable companies benefit from rights of way and access ...
Not only are they "not" right...they are dead wrong... i am retired from the programming industry Its a fundamental...
I don't know if I would invest in these three content providers, or whether I would drop money on companies like Comcast...
who is hillary kramer refering to My #1 Smartphone Play This game-changer is underestimated, under the radar and wil...
A new technical innovation isn't really on the radar yet as far as competition for CDNs is concerned... and it would req...
Comcast and your other friendly infrastructure giants are throttling streams already, and they will probably start charg...