The plan for today? Figure out what other name might be associated with Nikola Tesla, and use it as the name for a new-age company. Venture funding should flow without regard to merit, and you might just be able to go straight to an IPO and buy that private island. Nikola (NKLA) is taken, thanks […]
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We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
It’s been a wild ride for the past couple weeks of coronavirus panic, and this week has been especially crazy (and still isn’t quite over)… though it’s encouraging that my Real Money Portfolio has been a little bit stronger than the market so far this year — partly because of brilliant stock selection, I’d like […]
OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]
It’s time for part two of our Annual Review, this week I’m getting to a few of my largest holdings, including some that reported earnings recently and have had a big impact on the market. In the big picture, we’ve seen what impact a surprise event like the viral epidemic in China can cause… and […]
Another week of fussing about macro issues that we can neither control nor predict, what fun! The Federal Reserve did exactly what the market demanded in cutting rates, but the market was still mad because they failed to promise that they would give us each a pony. President Trump seemed angered by the lack of […]
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
I’ve been seeing ads for the Motley Fool’s Stock Advisor Canada service recently that catch the eye… mostly because they promise what we all want, the ability to find that one stock that will turn your small investment into a life-changing fortune. They do this by starting with the story of “Forty-dollar Frank” …. “When […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
This teaser solution was originally published on January 22, 2019, when we first saw the ad running. The ads have still been running in recent weeks, and we’re getting questions about it again, so we’re re-posting it here for your information. The ad has not changed, and my article below has not changed, though the […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
I haven’t yet gotten to a few of my largest holdings in our Annual Review, so that’s where I’ll begin today — with the insurance conglomerates Berkshire Hathaway (BRK-B), Markel (MKL), and Fairfax Financial (FFH.TO, FRFHF), as well as the somewhat related names Fairfax India (FIH-U.TO, FFXDF) and Boston Omaha (BOMN). I should be clear […]
The response was pretty overwhelmingly positive when I started sending out those “Trade Note” emails this week… so I’ll stick with it for a while, at least, and see how this goes. What does that mean? Same day buy/sell notes about my Real Money Portfolio will be sent to the Irregulars going forward, in hopes […]
I wrote on Monday about a Motley Fool Canada pitch for an Artificial Intelligence stock, and that tease pointed at one of two smallish tech companies from Canada’s Silicon Valley (Waterloo, Ontario)… I speculated that it was likely OpenText (OTEX) that Stock Advisor Canada was hinting at, given the clues dropped, but today we’ve got […]
While we wait to see what Berkshire Hathaway’s quarter looked like, how’s the rest of the portfolio holding up? Holy Cow, Starbucks (SBUX)! Haven’t seen that stock take this big of a pop after earnings in a long time, and sentiment seems to have changed so quickly to a “this is a safe capital return […]
Is this the beginning of a 30-60% decline in the stock market? A correction to blow off a little of the excess in the valuations of growth stocks that’s almost over? Something in between? Nobody knows, and it would be silly to spend too much time guessing. We should be prepared for either — which […]
I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]
Have you been watching what’s going on with the trendy pot stocks lately? Holy crap. This reminds me now of 1999 more than it reminds me of the cryptocurrency bubble of this past winter — these larger marijuana companies, like many of the dot com companies (and unlike most cryptos, of course), are real businesses […]
Lots to discuss this week, mostly because several Real Money Portfolio companies reported earnings… and because I added money to two positions this week, and brought a new company into the portfolio. Enjoy! Shopify (SHOP) had reasonable earnings when they came out, but “reasonable” isn’t enough for a high-growth momentum stock that’s trading at almost […]
What’s on the docket today? An ad for Jim Woods’ Successful Investing, which seems to be a newly revamped version of that longtime “entry level” investment newsletter (founded by Dick Fabian — Jim took over the Successful line of letters when Dick’s son, Doug Fabian, left the newsletter business in 2017). The letter is being […]
Since we’re still close to being in the afterglow of the Berkshire Hathaway Annual Meeting, when Warren and Charlie (and now Bill Gates, too) are trotted out on CNBC for hours at a time to share their avuncular wisdom, it shouldn’t be terribly surprising that we’re seeing a few “next Berkshire” pitches again. Here’s a […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]
It was a little ugly to go from frolicking on the Florida beaches with the Little Gumshoes to wandering the cold and rainy streets of Toronto, but my trip to the Fairfax Financial Annual Meeting was worth the chill. Since I was there for Prem Watsa’s chat-fest, I came in a day early to check […]
A few thoughts to share with you today, and I’m breaking it up into two different pieces — this first one includes a few updates on companies and a couple articles that caught my eye this week… and the second piece is my notes and reactions following the Grant’s Interest Rate Observer Conference, which I […]
Sometimes we just need to take a step back. On Tuesday, we were headed into a devastating trade war, with a third of our exports to China subject to punishing tariffs (in response to the tariffs proposed on more than 10% of their exports to the US)… by mid-afternoon on Wednesday, the trade war is […]
What do I think? That’s what a lot of readers are asking during these volatile days… and there is, of course, no easy answer. My thoughts are all over the place, so today’s Friday File musings are going to run the gamut. Tesla (TSLA) is a good example of how the market is treating investors […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
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 […]
Annual Review time! Earlier today I covered the changes that were actually made to the portfolio this week, and now I’m starting at the top of that portfolio with insurance stocks, and staying with that theme to also include a few insurance-related stocks that are smaller positions. Three of my top five equity positions are […]
Today I’ll start by stating the obvious: One of the great problems with being an investor is that you can’t know for sure beforehand what’s a dip and a buying opportunity, and what’s the beginning of a long-term decline or a crash. That’s what sticks in my craw about mechanical stop-loss trading, because it doesn’t […]
Well, we finish out the week with yet another dramatic performance from the market-dominating tech stocks. Alphabet (GOOG) did better than expected and popped a bit, climbing further through the day, almost as much as the gains Microsoft (MSFT) made on a more dramatic ‘beat’ of expectations (though analysts have always been better at estimating […]
When the market is doing well, holding hedges like cash and gold is going to hurt your portfolio performance when you measure against the S&P 500 or other common benchmarks. That’s the case for me right now, and has been for the recent past — though it hasn’t been enough to bring me below the […]
Weekly escalations in nuclear threats, record-breaking hurricanes… what is it going to take to shake investor sentiment for more than 24 hours? The S&P 500 is ending the week only down about a third of one percent, gold is up less than 2%, this is a market that is reacting to headlines pretty quickly… but […]
We’re all growing more and more immune to hyperbole, I hope, but the combination of hype-filled newsletter pitches, shallow commentary from attention whores on CNBC, and clickbait headlines is enough to put you off investing in the market at all… how many times can you hear words like “collapse” and “beaten down” and “nightmare” applied […]
I have one relatively substantial portfolio change that I telegraphed to you last week, and which has been spurred by a recent dip in one stock and good news from another. I have sold about two thirds of my position in AIG 2021 Warrants following the trigger of a stop loss in that position (because […]
Fridays are the day I write for you, my dear Irregular friend, so this time you’re getting a teaser solution that I’ve been inspired to write about today, plus a few updates on my Real Money Portfolio stocks. First, those (pretty minor) updates… One of the worst-performing stocks I own over the past year or […]
Things will be a little quiet here at Stock Gumshoe for the next week or so — I’m off to do my big fundraising ride for Dana-Farber tomorrow, and will then be taking several days off to recuperate next week and spend time with family… I’ll be back with the Friday File next week, but […]
I’ve got some notes (mostly brief, I hope) to share about the various quarterly earnings reports that have hit my Real Money Portfolio stocks this week… but I have gotten a pile of reader questions so I wanted to start with a look at Sandstorm Gold (SAND), which announced a pretty big deal earlier in […]
Charles Mizrahi moved over to Angel Publishing a year or so ago, so we’re seeing a lot more ads for his Inevitable Wealth Portfolio. And the latest one pretty well bangs us over the head with the huge promises… including a “make 109 times your money” in the next decade headline, which is a dramatic […]
Hello, merry Gumshoe-ers! I’m going to be on the road next week to attend two conferences, the Grant’s Interest Rate Observer conference in New York mid-week, and the MIT Sloan Conference on Friday — so I’ll be sharing some notes with you with my thoughts on what I hear at those confabs, with fingers crossed […]
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 […]
I’ll write some more detail about this on Friday when I get to our Friday File for the week, but wanted just to note two personal purchases I’ve made. I bought some shares of Franco-Nevada (FNV), a very small position at this point as I wade into it during this fall in the price of […]
The market is down hard over these past couple weeks, thanks to worries about relatively steep valuations, the likelihood of an interest rate hike from the Fed next month and, much more than anything else, a full-on panic about the possibility of a Donald Trump presidency that would, one fears, bring an almost endless stream […]
A question from a reader today echoes the sentiment that I’m hearing from a lot of other folks, so I’m going to run with it… and that will lead me into looking at a teaser pitch for a bearish options trading service. Here’s the question: “I’m a believer in an impending crash. What do we […]
Charles Mizrahi has moved over to Angel Publishing, so we’re probably going to see a lot more ads for his Inevitable Wealth Portfolio. And the latest one, which I’ve been seeing for a couple weeks, pretty well bangs us over the head with the huge promises… including that “make 109 times your money” bit, which […]
Time for some “Idea of the Month” thoughts for you, dear Irregulars. When you think the investing climate is a little more nerve-wracking than usual, why not go with a master investor who’s also nervous and is preparing for an awful economy? I’ve spoken quite a few times about my fondness for insurance company stocks. […]
We originally covered a teaser ad very similar to this on October 30, 2013. The ad promising a “Next Berkshire Hathaway” is circulating again and generating more questions from our readers, so I’m re-analyzing it here for your information. The ad has been slightly updated with new numbers over the years, and this article has […]
Well, I told you yesterday that I’d be following up on the teaser from 12% Letter for their “Black Market Income” website that presents a variety of ways of increasing your investment income … so let’s do it! If you missed yesterday, I gave a quick run-through of several of the “loopholes” that Dan Ferris […]
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$CECBF - Bloomberg Article on CellCube Energy Storage They don't much information to back how this is going to oc...
$CTEQF - Bloomberg: China Is Leading the World to an Electric Car Future https://mailchi.mp/cleanteq/bloombergchi...
$CTEQF - Bloomberg: China Is Leading the World to an Electric Car Future https://mailchi.mp/cleanteq/bloombergchi...
Retirement Watch had little more to offer than my other current subscriptions: WSJ, Bloomberg Bus Wk, Money & Kipli...
I'm a new member and am already blown away by Travis Johnson's analyses. Great stuff! This fellow should appear regularl...
Federal indictment of Joshua Adam Schulte, spying and child pornography. Could be a frame. Heck they framed Donald Trum...
$FYI - EV Company News For The Month Of May 2018 by Matt Bohlsen @SA Summary Global electric car sales - April ...
$APTO (fp) Lulu, good question. Thank you for making me investigate. Obviously, it is good news in that they have a...
$ADOM, $GLFH > E-buses will be fastest growing EV market, with 84pct of global bus sales by 2030: Bloomberg report http...
The Bloomberg video shows a graph of the battery costs having halved and expecting it to go to 100 dollars (A$?). Even t...
News release from Cleanteq: 'Dear Clean TeQ News Subscriber, Bloomberg has recently published an interesting article...
#EndPoints: NEW In wake of a setback at Eli Lilly, Merck KGaA's leading BTK drug for autoimmune disease clears PhI...
Bloomberg Article... https://www.bloomberg.com/news/articles/2018-02-05/private-equity-likes-copper-and-battery-metal...
I just saw this on Bloomberg markets Amperex Technology Ltd AMTCHZ:HK Acquired AMTCHZ:HK was acquired by 6762:JP ...
If previously posted, apologies. Congo seeks more cobalt market control as batteries drive boom Bloomberg News | a...
$oncs Bloomberg has news out with offering at $1.50 but source not confirmed (people familiar with the process)....
$ HALO LONG HALO, HALO US Key Takeaways from Inside the J.P. Morgan Healthcare Conference - ALERT Price: $18.66 0...
$CELG $AZN $ImpactBiomedicines “Biotech CEO Turned Failed Sanofi Drug Into Multibillion Deal” (Bloomberg, 1/8...
Palm Beach Research Group Teaser x420 "U.S. to End Policy that Let Legal Pot Flourish" Was the headline on Bloomberg...
Motley Fool. Don't even bother with Gardner brothers any more. David at a young age hit some very great stocks and staye...
$RXDX $RHBY $APTO $HALO A Bloomberg article offers more color on the Ignyta (RXDX) buyout: - Roche to buy RXDX for...
SRJ plans to drill its Nevada Lithium Project in the Clayton Valley in early 2018. Trading currently at .055 Spearmi...
$NVDA Hi, out of respect for our biotech-focused forum, I will restrict myself to a brief comment on NVidia. A Bl...
Abivax shares under pressure this morning on news being reported by Bloomberg that a lung cancer patient treated with $B...
$XBI NP FDA cheif Scott Gottlieb told lawmakers he is looking into expanding an accelerated-approval program for n...
$ZFGN Wow...good question. Are they too late? You would really need to drill down on Hatfield. A deep dive to gain co...
And who was behind the scooping up of these cheap shares all the way back to the top. Who bought in recently, who knows ...
IBM-np Bloomberg magazine just did an interesting interview with Ginni Rometty from IBM on AI. Definitely piqued my int...
trading symbol is ORO. Now trading at $7.90 on Bloomberg Stock Exchange....
$FYI - Chinese Regulators to ban sale of fossil fuel powered vehicles I received this link via Clean TEQ have to ...
$FYI - Chinese Regulators to ban sale of fossil fuel powered vehicles I received this link via Clean TEQ China...
$SPX $IBB $XBI U.S. Stock Futures Rise as Irma Weakens, Korea Tensions Ease Bloomberg September 10, 2017 U.S....
The Bloomberg article, IMO, is a "nothingburger". Ivanhoe has done business and contracts with companies in which Kabila...
Bloomberg original story - https://www.bloomberg.com/news/articles/2017-07-17/ivanhoe-s-congo-success-follows-deals-wi...
Interesting Article in Bloomberg: Trump's New Drug-Pricing Move Won't Cut Prices http://tinyurl.com/y9h8xnzk...
$CAR-T $KITE $NVS #Ethics A soul-searching article published on the eve of CAR-T's first approval "Sophie’s Choi...
$RXDX $LOXO Bloomberg article on "FDA to clear path for drugs aimed ar cancer-causing genes" https://www.bloomberg...
Draft Order on Drug Prices Proposes Easing Regulations https://www.nytimes.com/2017/06/20/health/draft-order-on-drug-pr...
$ALXN: I thought this Bloomberg article discussing Alexion's sales practices was an interesting read. Provides some insi...
$AUPH Bloomberg Canada interview with CEO Glickman. http://bloombergtv.ca/2017-05-18/news/phase-iii-trials-underway-fo...
$AUPH Short video interview with Dr. Glickman on Bloomberg Canada yesterday afternoon: http://bloombergtv.ca/2017-...
Article out in Bloomberg today about the "pairs trade" of going long Amazon and short the bit, liquid retail ETF: https:...
Long the 4 As. Good article from Bloomberg. Stephen Gandel May 12, 2017 9:56 AM EDT The stock market, it appears, ...
We continue to highlight our belief that the rise of electric vehicles will continue to drive the cobalt price higher. ...
We continue to highlight our belief that the rise of electric vehicles will continue to drive the cobalt price higher. ...
HN here is a possible long term agricultural play while still remaining in the metals industry According to Bloomberg ...
Clean TeQ Says in Talks for Partner in Australia’s Syerston Mine (Bloomberg) -- CleanTeQ seeking to reach agreement wi...
$SEC A Bloomberg article on the fraudulent websites, featuring Seeking Alpha: "Scammers Used SeekingAlpha for Bogu...
$AUPH, it's funny, I can't find a consistent market cap now that I'm looking at other places. Bloomberg and Yahoo finan...
Hi linling: You are welcome. I read the Bloomberg article and have skimmed the SEC filings today and I do not think t...
I was thoroughly aware of the significance of manufacturing readiness as an essential part of NDA filing. My interest an...
Private company in UK -- According to a mag story, this company is pushing forward its stem cell solution for regrowing ...
Thanks HN. I looked up Tianjin Pharma via Bloomberg -- http://www.bloomberg.com/research/stocks/private/snapshot.asp?pr...
Northern Dynasty NDM/NAK A new bloomberg article around the company: https://www.bloomberg.com/news/articles/2017-...
Cleveland re: Nucalm - Brilliant! your report back Sir will be eagerly awaited: an honest assessment from someone whose ...
$GNFTF Long stock GNFTF was up 14% today on news/rumor from Bloomberg that they exploring options, including sale. ht...
$VALE...long...Vale controllers Said at Loggerheads as Pact Deadline Looms...means increased political risk Bloomberg...
Glad you are on board Anchandra. I read from reputable sources (i.e., Bloomberg or something of the same caliber) that N...
Bloomberg article on FDA's draft guideline for development of "female desire" drugs. Generally a very positive tone, and...
Weekend read: An interesting article from Bloomberg: Chili Peppers Could Free Us From Opioids - A startup named Centr...
Hi Helen. Sure looks like antibiotic resistance is gaining a lot of media attention. A good thing! Glaxo, which is highl...
Hi Phil, Bloomberg also published an article today along the same line, with focus on big pharma, though highly relevant...
Bloomberg Reports Central Banks Curbing Gold Purchases http://www.bloomberg.com/news/articles/2016-08-29/central-bank...
Buyout candidates: $INCY $VRTX $BMRN $ ALNY $ALDR #Swedish Orphan (OMTD.L) In a Bloomberg article published this morn...
Alan, you may want to look into capabilities of a Bloomberg Terminal - every broker has at least one - so do high net wo...
Prices on development projects are high now. Bloomberg article: http://www.bloomberg.com/news/articles/2016-07-28/gol...
Blaming the adverse effects of e-commerce on retail business activities, Bloomberg reports today that the mall of the fu...
The promises are still piling up thick with this one -- the latest ad I saw included the following: "Appl...
I read an article in February or March, Bloomberg was saying the rumor is Energous. I don't know if that is who the part...
Bloomberg News has reported on a study showing that a blood test 85% +/- is equal to a biopsy in testing for cancer muta...
I must confess that all this discussion of Dr. Moors arroused my curiosity to the point that I actually started to watch...
HE has a new push in May 2016 for Solar Batteries, mentions a Bloomberg report about the company up $800 Million (which ...
In today's news from Bloomberg: "Billionaire George Soros cut his firm’s investments in U.S. stocks by more than a ...
Tweet-Tweet Brkin Nuz: Jack Dorsey is making it easier for Twitter (NYSE:TWTR) users to stick more stuff in their ...
I bought those three stocks and only Disney went anywhere. Although it could be fair to say that MF recommends a stock ...
Interesting Bloomberg article on the JNJ situation. http://www.bloomberg.com/features/2016-baby-powder-cancer-lawsuit...
DOLLAR SINKS TO 11-MONTH LOW BOOSTING COMMODITIES AS STOCKS DROP By James Regan and Stephen Kirkland - Fri, 29 Apr 2016...
RLYP also Relypsa (RLYP) Worth $55/Sh in Potential Sale - Bloomberg, Citing Stifel...
Thanks Vijay, I'll read. This is not the first by far but seems to always be bloomberg....
Hi Ben, not a guru, but use chrome. navigated thru a dozen pages on the Bloomberg domain & none changed my font size. I ...
Travis, arch1 or tech gurus do you know of a solution to bloomberg decreasing the font size of Chrome browser every tim...
The Situation Merck's two HCV drugs Victrelis and PegIntron generated combined sales of $1.2 billion in 2012. Sovaldi...
Frank: I remember seeing a report on Bloomberg some time ago that very often best time to buy when brokers said to sell ...
Hodge was teasing WATT about a year ago -- haven't seen any updated versions of that pitch recently, but they often do k...
Thanks! I've been using YCharts for most of my longer-term data needs of late, kind of like a junior junior junior Bloo...
Larry Edelman is down as of this morning 97% on Proshares Ultrashort Euro calls. Down 75% on Pro shares Ultra Bloomberg ...
Trying to guess how governments will intervene in markets, then guess how markets will react to those actions or expecte...
Interesting piece on Bloomberg about price hikes in generic drugs used in hospitals, a disconnect between supply and de...
$CLVS - Here is what Bloomberg has to say about this fiasco. http://tinyurl.com/o96fb7h...
$CLVS - Here is what Bloomberg has to say about this fiasco....
$GILD Gilead's Sovaldi tied to slow heartbeat in hepatitis C patients By Michelle Fay Cortez Bloomberg News PO...
Anyone who told you that Europe’s refugee crisis would be limited to “only” one million immigrants was pulling you...
ZFGN. Unverified report that it cancelled out of RBC Capital Markets road show on inaccessible Bloomberg terminal link....
Man, this one took a beating -- reports are that the IPO is about half the size originally hoped, and priced at only $10...
Gecko is focused on minimally invasive surgery using a balloon catheter. Maybe competitive with ARTH way down the road, ...
That's the "understanding" her detractors are trying to create. But in her own statements re: how the co. did during her...
The current issue of Bloomberg Business Week (9/21/15) has a short story on Vetigel (page 39). I didn't realize how far ...
The way to handle emails claiming that stocks, bonds, and cash will crash all at once is to "unsubscribe." I suggest tha...
Yahoo Finance is reporting a story from Bloomberg that $BMY was up 3.46% today on speculation that it is a takeover ca...