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 […]
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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 […]
Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]
So has this recent weakness been a dip, or is it the beginning of real downward bear market or years of stagnation? Trick question. I Dunno, and neither does anyone else. But I still need to invest to grow my savings over the next 10-20 years or maybe more, so I’m still willing to buy […]
Today, for your Friday File edutainment, a look at a teaser pitch from Keith Schaefer about a junior oil company. I know, I know — oil is collapsing. But this is a company that doesn’t even really own anything yet, and almost certainly won’t be producing any oil for at least a couple years, so […]
A fairly quiet week in Gumshoedom — we’ve also got a new column from Dr. KSS today, which you can see here, and what follows is my “Friday File” thoughts on a few investments I’ve written about recently. I spoke with Sven Weber, manager of the SharesPost 100 Fund (PRIVX) on the phone earlier this […]
So… the Fed failed to do anything, which I guess means that the wild predictions about the end of western civilization hitting us on September 18th are going to get pushed off again. Maybe we’ll soon start to see ads about how the next Greater Depression will start on October 28, or December 16…. or, […]
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 […]
It’s been a heckuva week, eh? I have no idea whether this is really the “capitulation” washout that so many investing pundits have been looking for, or whether we’ll keep falling on Monday or will bounce back after the week ended so roughly, but I do have a couple thoughts to share with you about […]
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 […]
I’m still in the “accumulation” phase of my financial life — I’m trying to add to my savings and investment accounts as aggressively as a I can, and keeping my eye out a couple decades to what my holdings might do before I retire. Assuming I ever retire. So my perspective is, I know, quite […]
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