I’m going to throw our Idea of the Month out here for you early this time around, because the stock has had some fundamental changes, is trading quite cheaply, and stands a reasonable chance, I think, of posting substantial returns over the next two years (and possibly a dividend in the meantime). And it should […]
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 […]
More on this tomorrow as I get into more detail in the Friday File, but I thought I should let the Irregulars know that I made a few transactions in my personal account today. Even taken all together this does not amount to a major transaction — but it does away with or decreases a […]
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 […]
OK, we’re coming into our very sloooow period of the year, and will be closing down for the holidays after another article or two… but this is a teaser pitch that needs answering. We haven’t had this many questions about a teaser campaign over a weekend in quite a while. Dan Ferris edits Extreme Value […]
I have to warn you up front, after reading through this before sending it out to you I’m a little worried. You might think I’m a bit “off my meds” today — I didn’t have one coherent idea to share, so I ended up with a stream of consciousness that’s a jumble of ideas, ranting, […]
Dan Ferris edits the Extreme Value newsletter for Stansberry, and he has teased a few interesting ideas for that letter in the past (including, starting several years ago, Altius Minerals (ALS.TO, ATUSF), which has become one of my largest personal holdings) … so I tend to pay attention when he starts to pitch a new […]
I always like to squeeze in the pre-conference workshop at the Value Investing Congress, because in that much smaller group we tend to get more discussion and deeper analysis… and the stories aren’t all blogged by a hundred people and on CNBC, so there’s usually time to consider them. It takes me some time after […]
Just as I catch up on some of the favorite stocks in the Gumshoe universe at least once each year, so too I need to check in with all of our watchlist companies — but first, a trade to note for you: Among the non-watchlist stocks that I own or have covered recently, I’m tempted […]
I’ve got a handful of updates for you, including one on a stock that I bought yesterday and a few other notes about recent quarterly reports from stocks I follow, but first … a teaser to solve … When I wrote about Marc Lichtenfeld’s pitch for “Spread Trusts” yesterday, I promised to also try to […]
Just a quick note to update you that I bought a small tranche of MFC Industrial (MIL) shares today, following the recent drop and their latest earnings release (the shares are down about 20% since I featured them as the “Idea of the Month” in February). Business is a bit troubled right now, particularly with […]
I broke up today’s piece into several different articles because there have been quite a few things going on this week with companies I follow or am interested in, so this “Idea of the Month” piece profiling one of our watchlist stocks will not (I hope) be overly long. The other piece I shared today […]
Every year in January I set aside the monthly “share a favorite idea” pieces and do some reflecting on all the ideas we’ve shared in the past. This has been a good mental exercise and discipline as I’ve been forced to confront past mistakes and to check in at least once a year and reconsider […]
After several years of touting (and sometimes teasing) microcap mining stocks for subscribers of Stansberry’s super-expensive Phase 1 newsletter, Matt Badiali is launching a new letter that focuses on these small stocks, picks that he says are too small and volatile for his inexpensive S&A Resource Report letter. This letter is called the S&A Junior […]
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