This is not a fundamental look at any of these stocks, but just a quick update on my personal portfolio. Like you, I have many priorities in my life… and some of those priorities changed a bit over the last week or two, so we’re considering some real estate transactions that make it important for […]
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This week I’ve got a lot of thinking to catch up on — there are several stocks in our Gumshoe Universe that have reported or generated some news of late, many of which I own, and I’ve got some thoughts on a lot of them to share with you. I started with my reaction to […]
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 […]
This is getting a little tiresome, no? Two new stop loss trades in my personal portfolio to tell you about — I sold half of my Lancashire Holdings position at $8.35 when that stop loss hit, my inclination would have been to buy more near these prices but, as I’ve been doing for six months […]
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’ve got a teaser solution writeup for you this week too, a little stock, but I’m still working on that and I’ve got some other Friday thoughts available for you now, so we’re going to split your Friday File into two pieces today. I’ll send out part two after the market close, since it’s about […]
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 […]
Before I get rolling, I should I’ve got a few updates and thoughts for you on some stocks I own and sometimes write about, but first we’ve got a quick teaser solution to share with you — this one’s sort of a biotech stock (more of a diagnostics/device) stock, and it’s being teased by Tom […]
I’m feeling a little bit old today because my fourth baby, Stock Gumshoe, just celebrated its eighth birthday. Eight years of solving teasers, sharing thoughts, and defusing marketing hype… and it’s still such a cute little fella! I certainly never expected this to grow and get the attention of so many people when I sat […]
I’ve got a half dozen notes and comments on companies I own and follow for your Friday File pleasure today, but first I want to toss out a teaser solution for you to chew on… it’s a fun one. The pitch is from Keith Kohl for his new High Yield Energy Report, a newsletter that […]
All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]
I’m getting to some Friday File-type chatter a bit early this week because things have been a little wild, and because some portfolio moves and questions have come up. We had a crazy week while I was gone for Thanksgiving, and I’m catching up with some portfolio moves and answers to some questions that readers […]
I’ve got a big ol’ pile of updates and thoughts about a dozen or so companies to get to, but we’re going to start with a teaser solution today. Paul Mampilly of Agora Financial’s FDA Trader apparently sent around a teaser note to his own subscribers (I say “apparently” because I’ve only seen the cut-and-paste […]
This is just a quick note to let you know of a personal buy in my portfolio — as shares of Third Point Reinsurance (TPRE) dipped today below $14.30 they triggered an incremental buy in my account, so I increased my holdings in TPRE by about 20% today. That doesn’t mean TPRE will go up […]
Today we’re due for our “Idea of the Month” pick — but I also should quickly let you know that I personally added some more to my Lancashire Holdings position this week when it tripped a buy order that had been in place for a while. I wrote more about Lancashire in my insurance-themed “idea […]
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 […]
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