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 […]
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I won’t be able to post our regularly-scheduled Friday File for you this week, since I’ll be preparing for my ride this weekend (thanks again to the many of you who have sponsored me!), and Stock Gumshoe will be very quiet next week because I’ll be on vacation with my family (and recuperating, I imagine), […]
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 […]
If I had a dollar for every time someone promised they had found the “next Warren Buffett” I’d be rich! OK, maybe not, but I would have enough money to subscribe to some of these overpromising newsletters … The appeal is obvious — if you hitch your wagon to a rising investing star and get […]
Steve Sjuggerud just started teasing a new website that he’s launched called valuableproperties.com — which apparently is an add-on to his True Wealth newsletter, at least for now (one presumes that if it’s a big hit, they’ll come up with a way to charge more for it). The ad is posed as an “interview” with […]
I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]
Today I’m filling in the updated thoughts on all the other stocks that are still in our semi-active universe of “Idea of the Month” picks from past years (ie, we haven’t dropped them for reaching a price target, or being dumb mistakes that have been crushed). These are, as with the rest of the updates […]
Before I get into the point of today’s Friday File, I want to welcome the newcomers to the Stock Gumshoe Irregulars, and to especially thank those who joined up during our charity membership drive just before Christmas — we managed to raise a total of just over $2,600 for our two charities, and I was […]
Well, it’s the beginning of a new year and time for introspection — so I thought I’d revisit some of the older ideas I’ve profiled for the Idea of the Month, and list all of the Ideas in my order of preference today. So first, the list — if I were buying today from the […]
Last week I promised that I would be writing a special note of some kind just for the Stock Gumshoe Irregulars each Friday — I’ll be calling this feature the Friday File, and it will include whatever I think might be interesting to share with you each week, whether it’s a new stock teaser unraveling […]
This past year of writing for the Gumshoe faithful has been a wonderful one for me, but not so much for the returns of the stocks that I singled out for extra attention here for the loyal Stock Gumshoe Irregulars. As I’ve noted before, starting this additional little service for my contributors has served mostly, […]
Well, it wasn’t but a week and a half ago that I urged you to take a look at Loews — but with the fall in all financial and oil-related stocks, I need to sell my own shares of this conglomerate. I closed out my Loews position today, though I still have some exposure to […]
October 10 Update: I sold Loews, and can’t urge anyone to buy or hold it here. Did anyone say “no take backs?” I sold my Loews shares today, less than two weeks after writing the following analysis. They remain cheap relative to their “competitors” like Berkshire and Markel, but those two and so many others […]
OK, so this is starting to sound like a broken record — but I bought another cash-rich, insurance-based conglomerate that has a history of making good investment decisions. I picked up shares late this afternoon of Loews Corp. at a hair over $40. Loews runs its own Loews hotel chain, owns most of CNA Insurance, […]
Apparently the sexy appeal of hedge funds has not worn off yet for individual investors, because the folks at Stansberry Research keep teasing their deep value picks by comparing them to hedge funds. Last time around it was the “secret penny hedge fund” that turned out to be Winthrop Realty Trust. This time around, the […]
You probably won’t find this shocking, but the Gumshoe is, at heart, a lazy man. So I’m skipping 3 and 4 while I work on them a little more, since they’re gumming up my brain cells, and moving on to the other “easy” teaser from the “secret societies” ad from Stansberry and Associates. This one […]
Comments
Yep, shouldn't have forgotten that one -- I've owned and written about it plenty of times. Things started to perk up at...
Loews I've liked and owned at times in the past -- they're taking a beating this year because of their ownership of Diam...
Thanks :)))) And about L (Loews Corp)? P/B= 0,79 I follow Tisch story and like very much their style of investment. Do ...
There also seems to be some potential competition out there While not aligned with the DOD yet, there are at least two ...
Berkshire is the next Berkshire! I like Loews and want to own at least $10K worth and am happy with my current position...
There checks keep coming, 75BIL$ instead of 85Bil$ is some real easy pull back sling shot, but you can keep your Doctor ...
True, the Loews name came from the theater chain that they bought in the 1960s. There are still Loews theaters, but the ...
hello I believe the Tisch clan actually got their start with Loews which was a chain of movie theaters back in my long ...
Myron, Have you confused Loew's, the Tisch conglomerate with Lowe's, the Home Depot competitor?...
Check out the Boardwalk website, I used to own these units and I think they might be one of the few that you're not allo...
Well, with the way the market is going I can't encourage anyone to look at Loews versus the competitors I mentioned -- a...
I should add that Simons already had holdings in Loew's, but the others I haven't seen on his list of holdings....
Gumshoe, thanks for the inspiration to get a strong cup of coffee and get ready to do the grind. I'm always interested i...
Ferris also was the writer of a publication called The S&A Penny Letter. At one point every one of his recommendati...
I know nothing about TLR, but recently, Morningstar was negative about it (see quote below):Premium to Fair Va...