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 […]
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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 […]
I have a few companies that I’ve been meaning to update my thoughts on of late, so that’s going to be the majority of today’s Friday File — there’s real news from a few, an active and vociferous debate between shorts and longs on one, and plenty of room for opinions to change as Summer […]
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 […]
There’s been a lot going on among the stocks that I own and those that I’ve written a lot about for you over the years, so I have a bit of updating to share when it comes to my thoughts … first, some thoughts on two large personal holdings that I’ve never suggested in the […]
Just wanted to note for you something that CVD Equipment (CVV), one of our past Idea of the Month picks and a stock that I own personally, recently released in an 8-K filing pretty quietly: They’ve had construction delays in getting their new facility up and running. The plan had been to have the move […]
Per some requests from a few of the Irregulars, I thought I’d take a quick look at CVD Equipment’s progress and their latest earnings release and see if my opinion needs changing. CVD Equipment (CVV) is a maker of laboratory and manufacturing equipment for advanced materials — mostly chemical vapor deposition systems for creating nanoscale […]
Mako and other earningsHi Travis, Have you revisited Mako now that it’s disappointed earnings twice in a row? The once darlings of Motely Fools having dropped tremendously since it’s 45$ high. Also any thoughts on CVV and SILU recent earnings? I noticed that CVV’s backlog had dropped 37%, and your analysis focuses quite a bit on the backlog […]
Just a quick note on two stocks I follow and own: our last idea of the month, CVD Equipment (CVV) just released earnings and disappointed the market a bit — I think it’s likely to be a buying opportunity, but the opportunity may persist for another quarter until they get their short-term order book built […]
Before I jump on today’s teaser unveiling, a few notes: There’s been some news and movement this week in a few of the stocks that I follow closely and that I know a lot of my readers find interesting — the Sandstorm Gold (SSL.V SNDXF) share consolidation went through as expected, and it did end […]
Before I get started with our “Idea of the Month” thoughts for you, I have two unrelated things to quickly share: First, on my portfolio: I did some rebalancing in my Sandstorm Gold (SSL.V, SNDXF) holdings as part of a broader reshuffling with my brokerage accounts — the end result is that I still have […]
I’m sorry to say that things are still very much up in the air for my family right now, so our publishing schedule has been a bit inconsistent, but I do want to take a few minutes to tell you about a stock that I just bought today — this is obviously not a recommendation, […]
It seems a little petty now, with these miraculous little iPad doohickeys, to complain that they’re too heavy, or too thick — seriously? They’re thousands of times more powerful than the Mac that got me through college just fine. Though I will be attending my 20th reunion this summer, and I couldn’t watch TV or […]
Today for our Monday version of the Friday File (delayed, as I intimated last week in our abbreviated Friday commentary, by a brain sprain here at Gumshoe HQ) I want to take a look at a Navellier teaser. Not because the teaser itself is so unique or exciting — it’s not, it’s the same basic […]
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Glad to see you back in operation, Myron, and glad to hear that your health issues are being resolved. Just recently I ...