Today I’ve got a few portfolio moves to share with you that go against the Wall Street mantra (“sell your losers, let your winners run”)… last night I sold my position in Kweichow Moutai in China — this is a fantastic company, mostly because they have insanely high profit margins on their signature Moutai liquor… […]
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As the market comes close to new highs again, I’m strangely finding some solace in more bearish views. My Real Money Portfolio is doing just fine, thanks, beating the broader market by about two percentage points since the beginning of 2018, but I’m also keeping a substantial cash allocation and have money allocated to hedge-y […]
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 […]
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 […]
How shall we begin the day? How about some philosophizing… Remember to question just about everything, and be open to new information. Two examples for you: First… I live in Massachusetts, maligned many years ago as “Taxachusetts” during the Bush/Dukakis presidential race, and I find that I still run into articles or pundits citing the […]
Lots of readers wondering today about Steve Sjuggerud’s latest China teaser — it starts with a pretty “urgent” promise… “Recently, in a closed-door meeting in Boston, the most powerful authority in global investing told me… “Two Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31 Get there […]
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STNUF--Long.....Vanadium and VRB's....Found this Advertorial on STNUF from Keith Schaefer tonite... https://oilandgas-...
STNUF--Long....Found this Advertorial by Keith Schaefer while roaming around tonite.... https://oilandgas-investments.c...
$STNUF no position. Just received an Advertorial by Keith Schaefer on this stock in my email which I posted and is in m...
$STNUF no position. Just received this Advertorial by Keith Schaefer in my email. Sorry for the length but this was in ...
It is select sands. Way back in April 2015 he actually named it as it was an advertorial. Ie he was paid to promote it. ...
I know this has been discussed but can anyone give us the name of the Oil Company Keith Schaefer is teasing in his $2 a ...
Keith Schaefer is a nice and very bright guy who does a ton of homework. But that said, his last big idea was Poseidon w...
Over the years I have found that one of the best tracks records of oil and gas focussed newsletters is fellow Canadian K...
Actually, I must have misremembered -- it's been years since I wrote anything about Ecolab -- the one I was thinking of ...
Keith Schaefer is a pretty good analyst in the energy field and I have talked with him several times, and will attend a ...
I have bought and sold and rebought( SSN) . Their luck is similar to mine but they are persistent . I think if a person ...
Recently Keith Schaefer has been teasing a Company, I think that is "Anatolia Energy Corporation" It is an oil and gas c...
You clearly know your rocks, Dr. Boak, but you are a lousy interpreter of tone. "Arrogant dismissal"? Travis? What I ...
I used to own Gasfrac. I sold because the financial results were disappointing. Apparently Gasfrac is having trouble c...
I believe Keith Schaefer has DeeThree and Poseidon Concepts as his top two stocks with solid potential for major price i...
Keith Schaefer is a jewel. He tracks his complete portfolio, showing every purchase and sale he has ever made. I have d...
I own Gasfrac as well on a recommendation by Keith Schaefer at Oil and Gas Investments Bulletin. Up to now, Keith has n...