This past week or so has been a “holy crap” one for those who are overexposed to momentum stocks — you know the ones, they’re the stocks I keep buying in small chunks but that are very expensive and a little frightening, the ones in my portfolio that I put in that category would be […]
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Welcome to another Friday of earthly delights! We’ve had some new folks join our numbers in the past few months, so I thought I’d catch you up on the Real Money Portfolio and what it represents… and why I write about it for you. After that, I’ll catch you up on my thinking on a […]
Ligand (LGND) started us off on Monday with a huge “beat and raise” quarter — which was already at least partly in the works, since they had raised expectations earlier and made a big deal with WuXi Biologics to amend a license agreement in exchange for a $47 million up-front payment… but they did exceed […]
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 […]
How shall we begin the day? How about some philosophizing… Remember to question just about everything, and be open to new information. Two examples for you: First… I live in Massachusetts, maligned many years ago as “Taxachusetts” during the Bush/Dukakis presidential race, and I find that I still run into articles or pundits citing the […]
Hello, dearest Irregular friends! I’ve been spending part of my day working on our new “Ask A Stupid Question” project, but don’t worry, I wouldn’t forget about my favorite Friday File readers! So what’s up this week? There are a few minor updates in the Real Money Portfolio that I’ll get to at the end, […]
The ides of February are dismal and dreary here in the wet and grey Pioneer Valley of Massachusetts, but we remain hopeful of the sunshine to come. What do I have to share with you, dear Irregulars, as we seek a little brightness to end the week? Well, I do have a few buys to […]
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From Bill Bonner's letter Why China Is Buying Gold Miners… And Why You Should Too Editor's Note: On Thursday, g...
Re 1-1-8 pitch wherein Dave Forest makes ref to "RF" (Robert Friedland), <$2.00 stock, etc. A year or so past I reca...
Re 1-1-8 pitch wherein Dave Forest gives ref to "RF" (Robert Friedland), <2.00/sh, large shareholder, etc. Is he ref...
Did you to listen to the latest report from Dave Forest (Casey Research) on 11/7/2018? He mentioned 2 stocks to buy befo...
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Dave Forest recommended Abertis Infraestructures (Otc::a try) and said he would consider adding to his portfolio but was...