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 […]
Sprott Resource Lending (SILU) is being taken over by what was effectively their manager, Sprott Inc (SII.TO, SPOXF), in a friendly transaction that I’d guess should go through fairly easily and close quickly. The deal will provide SILU shareholders with one half of a share of Sprott Inc. plus 15 cents (Canadian), so with Sprott […]
Today I’ve got a teaser to decipher for you (that’s where our florid headline comes from today), and some shuttling around in my personal portfolio that is actually related to the stock being teased. To give it to you straight and sweet up front, since you’re one of my favorite people: Jim Nelson is teasing […]
Several folks have asked me if I had any reaction to Sprott Resource Lending (SILU)’s last quarterly report — which was pretty tepid. So in response: Yes, it looks to me like they’re still “steady as she goes.” I initially bought in to SILU and profiled it for the Irregulars with far too much short-term […]
OK, so that headline is a bit misleading — I don’t much like bank investments right now, with the possible exception of the TARP Warrants that continue to tempt me on some of the big US banks just because of the huge potential time value. But one of the stocks I’ve held for quite a […]
We’ve had questions about several past “Idea of the Month” stocks in recent weeks, so for our last Friday File of August (we’ll be closed next week for vacation), I thought I’d try to update my thoughts on a few of the stocks I’ve suggested in the past. And yes, in case you haven’t yet […]
Mako and other earnings
Hi Travis, Have you revisited Mako now that it’s disappointed earnings twice in a row? The once darlings of Motely Fools having dropped tremendously since it’s 45$ high. Also any thoughts on CVV and SILU recent earnings? I noticed that CVV’s backlog had dropped 37%, and your analysis focuses quite a bit on the backlog […]
I get questions about my personal portfolio every day, and you know that I always write about the personal stock buys and sells I make on this site for you, my favorite Irregulars — so every now and then I like to share some updates on what my top holdings are and, particularly when there’s […]
Just a note to let you know that I added to my holdings in Sprott Resource Lending (SILU) by about 30% today. That won’t be a surprise, I imagine, since I’ve continued to say nice things about it as the shares have disappointed over the past year, and I listed it as one of my […]
Some of the stocks I’ve already covered in our annual review so far this year have been commodity related — Pembina Pipeline, for example, or Dorchester minerals or Seadrill, picks that also have high dividends or that trade largely as income investments. But I’ve suggested quite a few other commodity-related investments over the years, so […]
I personally picked up some additional shares of Sprott Resource Lending this week, I had put in a bid at $1.38 a little while ago in hopes that the stock would dip a bit for me, and that bid triggered today. My opinion on SILU hasn’t changed over the last nearly a year since I […]
Crazy days, no? The overriding fear among investors seems to be that we’re headed back to something like the Fall of 2008, a “Lehman moment” if Europe doesn’t get its act together and Greece or one of the other weaker pups of the EU actually defaults on their debt … or defaults in some extra-bad […]
Just a quick note: I added to my positions in Corning (GLW) and Sprott Resource Lending (SILU) today, in both cases because the prices have come down a little bit. Corning continues to seem to me like the big “old industrial tech” company that doesn’t get enough respect, with folks frightened about what a slowdown […]
Well, it won’t surprise you at all to hear that I like Sprott Resource Lending (SILU), since I wrote glowingly about them in my “idea of the month” article just a couple weeks ago — but now that my trading restriction has expired, I’ve used some of the money that I freed up by selling […]
I mentioned this stock a few months ago, when the folks at Sprott were just beginning their takeover and transformation of Quest Capital, and now that I’ve seen a bit of progress in their business plan and we have a projected dividend and dividend start date, I think it’s worth buying the shares. So the […]
I’ve got a couple things to share with you for your Friday File cavalcade of fun today, including the answer to the latest Sovereign Society teaser that I think just started running yesterday — and of course, with gold getting everyone’s attention at these lofty prices, it’s a gold teaser. So on the topic of […]
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