I wrote a short note to you last weekend while I was attending the Berkshire Hathaway annual meeting, and as part of that I noted that I had taken some profits on several of my time-sensitive gold positions, including some warrants on Brazil Resources and call options on Sandstorm Gold, among others. I didn’t get […]
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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 […]
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 […]
Well, if you see a teaser pitch for Canadian Edge you know, at least, that the stocks being teased are, well, Canadian. So that helps us out — it means we can hopefully put just a couple litres of fuel into our Thinkolateur and we ought to be well on our way to some nice, […]
Natural gas has to be the least favorite commodity in the United States right now — it’s dirt cheap even after it recovered from recent lows below two dollars, local communities in some areas are harrumphing about earthquakes and water pollution in the areas where hydrofracking is producing this cheap gas, and the gas developers […]
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 […]
I’m shaking things up a bit this time around — every year, I spend some time early in the year going over all the past suggestions I’ve made as “Idea of the Month” picks, and we’re doing the same once again starting today … but this time instead of a chronological listing I’m going to […]
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. […]
I remain entirely surprised by the extent of the stock market rally this year, and by the optimism of the investing punditocracy as they predict massive gains ahead in the markets as the economy improves in 2010. I’m no macro maven, and I certainly can’t predict the future any better than anyone else, but I […]
Yesterday I looked at Conrad’s latest teaser for his Canadian Edge newsletter, and I promised to follow up today — if you want the big picture and the broader look at trusts in general, start with yesterday’s article here, but if you’re ready to just look at a couple teasers and sniff out the companies […]
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Pembina Pipeline Corp (PBA) is the resident Gumshoe Core energy/oil holding. PBA has also been hit hard by the oil price...
I own and like KMP. Only wish I had bought much earlier. I think growth in dividends will offset the impact of growth ...
Hi Travis, I just read your article on "Steady Income with CanRoys, and I cannot see that either one of your suggestio...