Those of you who’ve been following Stock Gumshoe for more than a few months may have noticed that I love royalty companies — firms that don’t have to do a lot of work or incur a lot of costs, but just get to make an up-front investment and participate in the top line for their […]

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, […]

I wrote a short note to you last weekend while I was attending the Berkshire Hathaway annual meeting, and as part of that I noted that I had taken some profits on several of my time-sensitive gold positions, including some warrants on Brazil Resources and call options on Sandstorm Gold, among others. I didn’t get […]

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.

Checking out a Keith Schaefer tease, plus some updates on our other little Canadians

Some more detail on "small scale VC" fund PRIVX, plus updates on Grenville, CSW and others

Weekly note for the Irregulars -- mostly about my personal portfolio this time, plus a new watchlist stock.

Well, I wrote last week about Grenville and their weak quarter, and the general pressure of lower credit quality on their portfolio… and I said I was waiting for some more assurances about management’s ability to handle the fallout of deals that don’t work. And with prices remaining low today, following the latest announcement on […]

My First Tradestops Alerts Trigger in time for the Friday File -- Four Sells and some updates

Not really banks, but “sort of” banks, that’s what I’m going to write to you about today — and I’ve got a couple interesting ones that I own to profile for you today as they share the “Idea of the Month” spotlight. Banks in general are in everyone’s good graces again — the stocks are […]

Checking in on royalties for the Friday File