We’re breaking things up a little bit today for the Friday File — this piece is about some investments that interest me personally, and I’ve also got a teaser solution piece for the Irregulars today that you can see here. The investments that are most appealing to me right now are both in the technology […]
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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 […]
This is just a quick note to let you know that I sold my holdings in Rayonier (RYN) after the earnings release this morning. I did so with some reluctance, since their strategic changes are going to make Rayonier a better company going forward… but I also think they will make it a worse investment […]
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 […]
Sometimes when the economy is worrisome, the markets tumultuous, and no “story” stocks get you particularly excited about near-term catalysts, it’s time to focus on beaten down asset classes that you can buy for cheaper prices — it may not be the low for these assets, of course (and it probably ain’t, I’m not that […]
One of the more obscure asset classes got a big boost a number of years ago when the big institutional investors, particularly the ivy league endowment funds, started to emphasize it more, and when studies kept flowing about how this class has been one of the more perfect “diversifiers” for a portfolio: steady returns, not […]
A quick note for you during the lunch break for today’s congress: I heard some very good presentations backed up by stupendously thorough analysis this morning, including a great presentation by Kyle Bass on Japan’s debt and the debt of other heavily leveraged countries, and an argument from Michael Kao that the convertible bonds of […]
I always like reading Dan Ferris’ stuff — he does the cranky loner act so well I can only assume that it’s real, and the latest ad for his Extreme Value newsletter is no different. This newsletter is slotted in as the “deep value” letter at Stansberry & Associates, and he has often recommended either […]
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That differs quite a bit depending on the investment, at least for me. Unless there is a specific catalyst or change I ...
Haven't looked very closely at Redwood Trust, they are investors in mortgages and real estate debt but they seem to be m...
Subscribed from 2002-2007. Very interesting to read, made some good money on early picks like Rayonier. Unfortunately, h...
Thanks folks. The folks I know of who collect the list of monthly dividend payers (and again, the vast majority are clo...
Good point, Ponce. I like timber, too, particularly as a hedge (I've held Rayonier for years in the "timber" portion of...