So what’s going on in the world this week? Uranium caught my eye… dominant uranium miner Cameco (CCJ) is suspending production at some of their Saskatchewan operations, so the other uranium names took that as a good sign, with the juniors in the space seeing their stock prices pop (the whole sector, as represented by […]
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Before I get into some updates on my Real Money Portfolio, I’ve got a quick look at a teaser that several of you have asked about: Keith Schaefer’s pitch for his Oil and Gas Investments Bulletin about a “perfect business model” and “everything you want as an investor.” Here’s how Keith gets our mouths watering: […]
For those who were interested in the spiel about Chris Mayer’s special “Skype Call” that I wrote about earlier in the week, I thought I’d loop around on that — yes, he was talking up the potential of mutual conversions (he usually calls them “thrift conversions”), and I actually listened to most of the presentation […]
We’re closing in on the end of my annual navel-gazing exercise in portfolio review, and today it’s time to look at the “income” stocks in my portfolio. During the week next week I’ll catch up with a few smaller positions that don’t fit into the neat sectors I’ve divvied up thus far, like Disney, for […]
The market is down hard over these past couple weeks, thanks to worries about relatively steep valuations, the likelihood of an interest rate hike from the Fed next month and, much more than anything else, a full-on panic about the possibility of a Donald Trump presidency that would, one fears, bring an almost endless stream […]
I’ll be fairly brief today with my Friday musings for you today, because I’m off to the Grant’s Interest Rate Observer Conference on Tuesday next week and I expect I’ll be writing a few extra notes for the Irregulars based on what I see in those presentations. I’m particularly interested in hearing the thoughts of […]
There’s not one “big thing” that jumps out at me this week to blather to you about for your Friday File edutainment, but I do have a smorgasbord of thinklinations to share… including a few “quickie” teaser solutions as we go along. First, for those who have been asking: Yes, I have now covered my […]
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), […]
I noted on Friday that I had added to my Douglas Dynamics (PLOW) holdings following their recent acquisition of Dejana… so I should note that this morning, ratings agencies gave PLOW a little slap on the wrist for their term loan — it is a leveraged company, so they downgraded the term loan by one […]
There was a whisper of panic in the air this morning. Early in the day I had trouble connecting to both the Kitco website (for gold prices) and to Fidelity, among a few other websites that seem to have been temporarily swamped. People are a little jittery about just what they should do with their […]
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 […]
As has been the norm for the past couple weeks of market weakness, the Tradestops.com stop loss alerts I’ve been experimenting with have hit more alerts this week in my personal portfolio… so I’ve got two more entries in the “stop loss test” to tell you about. We had a stop loss triggered for Douglas […]
Before I get into a bunch of updates for companies I follow and/or own, with some good news and some bad news, I do have a quick teaser solution to toss on the fire for you… This one I got late today, and it’s from the Oxford Club’s Dave Fessler — he’s pitching his Oxford […]
I have a few updates for you this week — there was a little bit of earnings news in the Gumshoe Universe, and I did a little rebalancing in my portfolio to get cash levels up in anticipation of future buying opportunities… but first, the latest pitch for Chris Versace’s Growth & Dividend Report caught […]
I don’t have a single idea that makes me want to jump up and down this month — I’ve been trickling more money into Pershing Square Holdings (PSH.AS, PSHZF) and Tekla Healthcare (THQ) as well as more boring broad index funds and such, and have been tempted by some other investments, but nothing jumps out […]
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 […]
With the way the holidays fall this year, today will likely be our final Friday File of 2014 — Stock Gumshoe all but shuts down for the Christmas and New Year’s Day holiday season (that’s one remnant of being a reformed academic — I can’t abide working during that week, sometimes the world should stop […]
“—Special Winter Bulletin— “Polar Vortex or Not… Old Man Winter Is Making Us A Blizzard’s Worth of Profits “Look for at least 50% profits in one company that thrives during times of severe winter weather in North America….” That’s the intro to the teaser pitch from Louis Navellier that caught my eye when I returned […]
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