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 […]

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

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 […]

So many thoughts, so little space -- CRTO, FOSUF, LCSHF, ROIC, VTR, COR, DSEEX, NXPI, VC and more

Solving a Penny Stock Millionaire newsletter, plus notes on NXPI, JBLU, FOSUF, 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, […]

Thoughts and updates on a few companies in our stable

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 […]

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 […]

Checking in on my personal holdings and Irregulars suggestions

Checking in on some big picture themes, and a few stop losses and one buy this week.

An interesting investment idea for this month, plus another personal buy and a couple updates

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 […]

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 […]

Going into some more depth to re-suggest an idea from last year and explain my personal purchase.

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 […]

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 […]