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 […]
This is getting a little tiresome, no? Two new stop loss trades in my personal portfolio to tell you about — I sold half of my Lancashire Holdings position at $8.35 when that stop loss hit, my inclination would have been to buy more near these prices but, as I’ve been doing for six months […]
I don’t have a compelling story to dig into today, so I’ll just share a couple updates and some of my thinking. Everything still seems to revolve around the Fed — will they raise rates? Will long-term rates get ahead of the Fed if they don’t? Will they have to try to find some new […]
Not really banks, but “sort of” banks, that’s what I’m going to write to you about today — and I’ve got a couple interesting ones that I own to profile for you today as they share the “Idea of the Month” spotlight. Banks in general are in everyone’s good graces again — the stocks are […]
I’m feeling a little bit old today because my fourth baby, Stock Gumshoe, just celebrated its eighth birthday. Eight years of solving teasers, sharing thoughts, and defusing marketing hype… and it’s still such a cute little fella! I certainly never expected this to grow and get the attention of so many people when I sat […]
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 haven’t looked at the Capital Wave Forecast stuff from Shah Gilani in quite a while, so the latest teaser pitch from him and the Money Map folks caught my eye — particularly because he’s touting big moves in specific large-cap “blue chip” type stocks, which is pretty rare in newsletterdom (it’s a lot easier […]
I like Frank Curzio’s podcast (now called Wall Street Unplugged), and I generally find his way of thinking interesting, so after he was laid off by Porter Stansberry I was half hoping he’d go off on his own and build his own newsletter business from scratch (he edited Phase 1 Investor and Small Cap Specialist […]
PNC and BAC TARP Warrants
A friend of mine shares his True Wealth Systems newsletter (Stansberry). Without divulging the entire content (the subject of a previous post from Travis with which I agree), they basically recommend PNC and BAC TARP warrants. I know Travis previously recommended PNC’s. I notice that the newsletter bases its recommendation on a P/B value ranging […]
For our Friday File fun today I’ve got a couple udpated thoughts and check-ins on some companies that I follow and have written to you about before, but I also always like to toss in a teaser solution as we go along — so first we’ll have a look at the latest pitch from Keith […]
Chris Mayer is an interesting newsletter guy, a former bank analyst who now writes a newsletter that is typically half looking for undervalued, boring stocks like banks and insurance companies and half looking for far riskier “hidden values” overseas in frontier markets. Or at least, that’s how it appears from the teaser pitches we see […]
A hodgepodge of thoughts and comments to catch up with thoughts on a few companies that have reported quarterly results or had other meaningful news as I was on vacation — and a quick note on a small buy. First, I need to let you know that I bought a few JP Morgan warrants (JPM-WT) […]
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. Richard Lashley at PL Capital has been involved in proxy contests and shareholder activism with small banks around the country for about 18 years. Chris Mayer talked about him […]
I covered Altius earlier this week, one of the larger positions I own and one of the more interesting over the past month, but they’re moving up to the “Core” list as Sandstorm Gold (SAND) moves down to “speculative” (that’s a measure of how confident I feel about the company’s future, this isn’t a portfolio […]
“Odds are you never heard of this murderous disease that quickly kills more than 250,000 Americans every year. “If your doctor correctly diagnoses it within 24-36 hours of its onset you could live. “If he can’t… and most doctors can’t… your life is a coin toss. “HEADS YOU LIVE TAILS YOU DIE “But this company’s […]
We brought you Myron Martin’s latest column for the Irregulars this morning, which included some new ideas in the junior resource stock space — that’s not where I prefer to invest most of the time, but I know a lot of you like those kinds of stocks so hopefully you find his musings to be […]
I’ve got a couple quick personal portfolio updates to share with you today, including an add-on warrant buy, but first I thought you might enjoy a quick look at a teaser ad for one of Thomas Garrity’s picks from Cabot Small-Cap Confidential — they’re promoting this pretty actively right now as a “$20 biotech stock […]
I have a few thoughts to share with my favorite Irregulars today for our Friday File (we also shared a new article from Doc Gumshoe earlier today if you’re interested). Today we’re looking at a few trades I’ve made this week (four buys and one sell), updating thoughts on a couple companies I’ve covered before, […]
Just a quick note to update you on my personal portfolio — today I increased my holdings in the Boston Private Financial 2018 TARP warrants (BPFHW) by about 50% and my holdings in the PNC 2018 Tarp Warrants (PNC-WT) by about 30%. The pricing of the stock and the warrant in both cases are similar […]
Just a quick note to confirm that yes, I did sell my remaining shares of Sprott Resource Lending once my trading restriction ended — and early today I bought some of the PNC Warrants that I had mentioned in our last “Idea of the Month” piece. PNC Shares are at post-crisis highs now, fairly close […]
I’ll be traveling for most of the next week, so we’re getting this Idea of the Month note out to you on Thursday night/Friday morning, a bit early. There will not be a Friday File or much else in the way of new content at Stock Gumshoe next week, but I will provide at least […]
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