I’ve got a few Real Money Portfolio updates for you today, but first I wanted to check in on a teaser that a few folks have asked about… Dr. Stephen Leeb is a familiar name in newsletterdom, he has been helming newsletters from a variety of publishers for decades, and it seems he has again […]
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Friday File: Stephen Leeb’s “$20,000 Gold” Pick, plus Three Sells and a Buy in my Real Money Portfolio
Friday File: Venture Gold from Curzio, plus A Few Buys and a Sell in the Real Money Portfolio
Confirming a gold teaser solution, plus some Real Money Portfolio updates -- notes on Altius, Bellicum, Dataram, Delphi, Fosun, NI Holdings, PCSB, SAFE and China A Shares
7 Comments Read MoreAnnual Review: Insurance and Conglomerates
Throughout January these Friday Files are taking on the form of my “Annual Review” of my holdings, which will culminate in a clearer listing of what I own and focus on, including portfolio allocations that I have personally, and a clearer delineation between the stuff I write about because it’s interesting, and the stuff I […]
11 Comments Read MoreFriday File: Earnings Thoughts and Updates
So many thoughts, so little space -- CRTO, FOSUF, LCSHF, ROIC, VTR, COR, DSEEX, NXPI, VC and more
7 Comments Read MoreFriday File rerun: “Own the Startup that Beat Tesla” (plus some buy and sell notes and updates)
Solving a Penny Stock Millionaire newsletter, plus notes on NXPI, JBLU, FOSUF, AAPL and more
8 Comments Read MoreFriday File — CRIUF, MPW, AAPL and more.
This week we don’t have a new teaser solution for your Friday File pleasure, so I’ll stick with some updates on a few stocks I’ve been watching this week… and next week, we’ll get our “Idea of the Month” piece up for you. And we also have a new piece from Dr. KSS up today, […]
7 Comments Read MoreFriday File: Sandstorm, Fosun, Iconix and Transenterix
Friday File — More Berkshire, and some Good Friday Musings about Bad Performers
We’re just about shut down here at Stock Gumshoe HQ for the market holiday today, but I do have some updated thoughts and musings for you about a few of the companies I own and write about with some regularity: Leucadia (LUK), Medical Properties Trust (MPW), and Fosun (FOSUF). And I should also update you […]
2 Comments Read MoreInvest for the “Fall of the Wall?”
Brad Hoppmann at Uncommon Wisdom Daily is pitching his “entry level” Cash Flow Kings newsletter by promising two “secret” investments that will help you profit from the “Fall of the Wall” … so what’s he talking about? Well, the “Wall” is, of course, his metaphor for what a lot of folks, particularly the small investors […]
13 Comments Read MoreIrregulars Annual Review
Friday File: The Dark and Ugly Start of 2016
Checking in on some big picture themes, and a few stop losses and one buy this week.
20 Comments Read MoreIdea of the Month: Buy What Buffett Won’t
An interesting investment idea for this month, plus another personal buy and a couple updates
6 Comments Read MoreFriday File — Hodgepodge of Updates on Altius, Fosun, Leucadia and Lancashire
Several stocks I own or write a lot about have some news (or have made some big moves) in the last week or two, so I’ll focus on answering some of the reader questions and updating my opinion on those this week. Altius released their results, so we’ll take a gander at those since lots […]
8 Comments Read MoreFriday File: More Rate Mania and a Fosun Check-in
I don’t have a compelling story to dig into today, so I’ll just share a couple updates and some of my thinking. Everything still seems to revolve around the Fed — will they raise rates? Will long-term rates get ahead of the Fed if they don’t? Will they have to try to find some new […]
5 Comments Read MoreAugust Idea of the Month: Catching a Falling Fosun
Going into some more depth to re-suggest an idea from last year and explain my personal purchase.
16 Comments Read MoreSmall “Dip Buy” of a Watchlist Stock
Almost exactly a year ago I suggested a few different insurance-related stocks to the Irregulars in an “Idea of the Month” piece, including Lancashire (LRE.L, LCSHF), Axis Capital (AXS), and Fosun Holdings (656.HK, FOSUF OTC in the US, or FOSUY for the 1:25 ADR OTC)… Lancashire I’ve owned for quite a while, but I’ve never […]
7 Comments Read MoreAugust Idea of the Month — Let Others Think About Risk for You
I have several companies I want to take a look at for you this month, since I’ve been reading a lot of insurance industry stuff lately and thinking about my approach to investing in insurance stocks, but first I’ve got a couple stocks folks have asked me to update my thoughts on… I’ll try to […]
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I sold it, personally, because the appealing parts of the business were overridden by the huge leverage -- I like the in...