Topic Archives: Mart Resources (MMT.TO MAUXF)

September 26, 2014 / Travis Johnson, Stock Gumshoe

September “Idea of the Month” Ready to Fly?

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 […]

September 12, 2014 / Travis Johnson, Stock Gumshoe

Friday File: VIC Impressions, Altius, Seadrill and “How to make Netflix pay YOU ‘Internet Royalties’ for EVERY movie it rents”

I always get a lot of food for thought when I go to the Value Investing Congress, so I’ve got a teaser solution and some updates for your Friday File enjoyment but I thought I’d start with some musing about the Congress ideas that percolated to the top for me on the train ride home… […]

September 9, 2014 / Travis Johnson, Stock Gumshoe

Tim Eriksen, Eriksen Capital Management “Add a Little Ick to the Mix”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Eriksen had some interesting thoughts about small cap investing in the pre-conference workshop, and has a very solid record with his small fund… the last two ideas he has […]

Comments

april39 on Will Trump Publicly Back “USACoin” to Become New No. 1 Crypto? / Feb 8, 4:14pm

Last time I heard of Ripple I was a 20yr.old soldier at Ft.Bliss in El Paso. With Jaurez next door us single G.I.s got o...

Travis Johnson, Stock Gumshoe on “The US stock That Benefits Most From all the Canadian Oil Coming into America” / Jul 31, 11:55am

Sorry about that -- yes, you're correct. Western is in El Paso (and is the GP of NTI), and Tesoro owns Mandan, the only...

Donem on “The US stock That Benefits Most From all the Canadian Oil Coming into America” / Jul 31, 10:47am

Seems you have the Tesoro and Western Refining refineries mixed up. Western is in El Paso, TX which I own and see often ...

hslawe on written by reader

Con Edison ED / Nov 11, 4:05pm

Thank you much, do you have an opiniom for KMP and why are thers so many companies associated with KMP , such as KMI, El...

whgo noze on “Three Bakken Stocks Below $10 to Buy Right Now” (Part One) / Mar 18, 3:57am

i had 2 takeovrsin one day brigham EL PASO LEAVING ME W//AXAS WHICH LOOKS GOOD i have been looking at crimsson anoth...

Rosalind Rogoff on written by reader

END OF AN ENERGY ERA (A NEW FuEL REVOLUTION) S. BRODRICK / Feb 19, 2:40pm

Thanks Stephen, I used to own El Paso Natural Gas many years ago. I don't remember why I don't have it anymore. ...

Stephen on written by reader

END OF AN ENERGY ERA (A NEW FuEL REVOLUTION) S. BRODRICK / Feb 19, 9:49am

I thought I heard him mention the El Paso Group which was recently purchased by Kinder Morgan...

sumflow on Oil & Energy Investment Report / Feb 3, 1:06am

We got one the other day about natural gas pipelines. Kinder took on billions of dollars worth of debt when it took ove...

Robert Michael on “I found a secret way to make 400% with gov’t-issued bullion – Even if gold NEVER goes up another penny in value” / Oct 31, 5:46pm

I'm no expert, but I'd DEFINITELY recommend getting OUT of Any Fiat Currency based asset, and into real Value-hard Asset...

womanwithportfolio on Not Just the Newsletters — how did Barron’s, Smart Money, and Fortune do? / Sep 18, 7:29am

Actually, I'm more of a Big Bend Ranch girl. I rode a camel there once, following the route of the Texas Camel Cavalry (...

destry on Not Just the Newsletters — how did Barron’s, Smart Money, and Fortune do? / Sep 18, 12:11am

"Know Monahan's...Nice people...That wasn't O.D. Cleaver,though...O.D got credit because the "O" in O.D. stands for "Od...