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 […]
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There are a few overseas stocks on our speculations list that I haven’t covered yet as we begin this new year, so let’s catch up on those: Brazil Fast Food (BOBS) — Hold at $17. Next quarter may be bad so I’d look for opportunities to buy below $15.50, but 2014 growth could be very […]
I’ve got a whole passel of things to comment on for you today — I want to update my thoughts on some insurance company stocks that I own and that I touted as beneficiaries of a big switch in the insurance market over the past year or so, check in on a buy and a […]
I think it’s time to start to think cautiously about NagaCorp (3918 in Hong Kong, NGCRF on the pink sheets) if you’re one of the Irregulars who is lucky enough to have held the shares for a few years. The stock has done extraordinarily well, better than any other pick I’ve profiled for you, and […]
Bryan Tycango is pitching some picks for his Asian Growth Stocks newsletter, and I thought I’d take just a few moments to fill you in on them before I get back into chattering about the Value Investing Congress. The pitch is that this is the “Jewelry company selling more gold than US Mint” — and […]
Just wanted to note a rare publicity moment for Nagacorp — results have been good as they continue to draw in regional gamblers to Cambodia. Their Chair got an interview on one of CNBC’s Asia shows here, long enough to give a good introduction to the company and update on their strategy and plans. Still […]
Our past Idea of the Month pick NagaCorp has had a great year, though it’s still under the radar — as I said in my annual review, I still love their flexibility in attracting mid-size and regional gamblers so they don’t have to fight for the “whales” that Macau and Singapore casinos hunt, and their […]
You may have noticed, but since news about Hong Kong-listed stocks doesn’t often trickle to the top of the Yahoo Finance feed I thought I’d post it here to make sure: Shares of Nagacorp, which was an “Idea of the Month” pick a long time ago and which has performed extremely well over the past […]
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 […]
Over the years I’ve shared a few “Idea of the Month” picks that are plays on various emerging markets — the most direct emerging and frontier market picks have been Lonrho in Africa, Brazil Fast Food in Brazil, and Nagacorp in Cambodia, so let’s check in with those. As with the rest of our annual […]
I’ve been getting an ad from the folks at Penny Stock Publishing about a new (or newish, at least) letter called Penny Stock All-Stars. Edited by Gordon Lewis, and claiming to be an antidote to all the pump-and-dump penny stock letters out there that either take money from companies to write about their stock, or […]
A couple weeks ago I started my annual navel-gazing exercise of looking back at past “idea of the month” stock (and other investment) suggestions — that first look covered the first year or so of these more formalized ideas for the Stock Gumshoe Irregulars, from 2008 to mid-2009, and now we’ll try to catch up. […]
This week, instead of digging into a new teaser for your Friday File pleasure, I thought it was time to update you on a few of the “Idea of the Month” stocks that I’ve been thinking about recently. First, I should also tell you that I’ve now made two buys this week personally, both of […]
If it looks like I’m shying away from US stocks with many of my recent ideas and investments, well, it kind of feels that way to me, too. I’d hate to have to start with a cash portfolio and have to throw it all into an index fund at current prices, with so many companies […]
This note should not be considered to indicate my opinions on any of the stocks herein, or to be any kind of market prognostication about the months ahead (I’m personally worried about the market this fall, but I rarely trade on such short term worries). But since I’ve promised to disclose my portfolio to you, […]
NagaCorp has been the best performer among the Hong Kong gambling stocks — and among the best performers even if you expand that to include other exchanges. Of course, the stock has done horribly this year — but not as horribly as most other gambling companies. And yesterday brought some reassuring comments from management as […]
I’ve sold off some more shares to raise a bit of cash for the current environment, looking to add to some favored stocks and generally to reduce some exposure to a few of the riskier names in my portfolio. I have now sold off my entire holdings in Winthrop Realty Trust (FUR), largely because I […]
I promised to close out the look at the Asian Growth Stocks ad and see which company was teased by Bryan Tycango … and this third Asian stock recommendation sounds like it has some potential — Tycango says it could triple your money in 18 months. So what is the spiel? “Asians love to gamble. […]
This one is probably a few weeks old, going by the share price in the teaser, but it still might be interesting to folks … it is, at the very least, a truly unique investment. Good or bad, you can decide when you know the facts … but certainly unique. The teaser is from Yiannis […]
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Must be legal in Cambodia, I own NGCRF , (NAGACORP) and am doing well....
#NagaCorp Wow I see you wrote about NagaCorp in 2008 and owned shares. “Gambling in a top Asian tourist destinat...
Cleveland Thanks Travis I will learn a lot more on Jackpot Digital NagaCorp is such an interesting dividend paying st...
Thanks Cleveland, I've dabbled in a few gaming equipment names over the years but haven't ever looked at this one. T...
Hi Travis, I agree with you that Arcos Dorados is a long-term speculation on a really well-run company that has a fantas...
I continue to be cautious about Nagacorp -- they have many big capital investment projects on the horizon, including mor...
Sweet. I am going to take a nibble if they go up slightly - you have a way of identifying stocks that I would never norm...
I think you mean Nagacorp -- Cambodian, not Indonesian. The stock has been climbing recently thanks to improved economie...
Hi Brian. Their website has some pretty good information for investors, http://www.nagacorp.com/ -- they are also cover...
FYI, article on FT.com this weekend about investing in Cambodia -- it mentions NagaCorp as well as a new private equity ...