This teaser wasn’t the core offering of Palm Beach Letter‘s latest pitch for their premium package of services — that was mostly Tom Dyson’s increasingly strident “Income for Life” push — they usually call that the “770 Account,” and they’ve been pushing it for several years now as the only safe way to protect your […]
OK, we’re coming into our very sloooow period of the year, and will be closing down for the holidays after another article or two… but this is a teaser pitch that needs answering. We haven’t had this many questions about a teaser campaign over a weekend in quite a while. Dan Ferris edits Extreme Value […]
I don’t like it. That’s my first reaction to the announcement today from Sprott Resource Corp (SCP.TO SCPZF) that they’ll be canceling their monthly dividend. And it’s not because I think that a dividend is necessarily the best policy for them, it’s because they just instituted this dividend eight months ago. When I last wrote […]
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, […]
I try to share my opinions with readers like you in a variety of different ways, from my notes on each teaser stock I cover to my more thorough looks at “idea of the month” picks or stocks that I buy personally … but investing is a very quantifiable thing, so even though my investment […]
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 […]
The latest teaser ad for the Energy Inner Circle newsletter (edited by Dr. Kent Moors) is pitching the next great shale oil area — and it’s in Australia. The tease tells us that a tiny town called Coober Pedy, which is in an almost uninhabitable part of South Australia, is about to become an immense […]
Just announced this morning, after a brief trading halt: Sprott Resource Corp (SCP.TO SCPZF) will begin paying a monthly dividend. This is effectively a closed end fund of investments in natural resource companies, along with some cash and gold. I’ve written about them many times and hold shares personally, and they’ve been buying back shares […]
There’s been a lot going on among the stocks that I own and those that I’ve written a lot about for you over the years, so I have a bit of updating to share when it comes to my thoughts … first, some thoughts on two large personal holdings that I’ve never suggested in the […]
I do have a quick teaser unveiling to share with you for today’s Friday File, but I want to start with a look at a stock that I own and that I suggested to the Irregulars several years ago, Sprott Resource Corp. (SCP in Canada, SCPZF on the pink sheets) Why? Because they just agreed […]
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 […]
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 […]
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 […]
The interest in the oil sands seems to be peaking lately — not just in a good way, but all around. We’re seeing protests about the proposed Keystone XL pipeline that would bring more Canadian oil south to the US Gulf refineries, we’re seeing renewed concern about environmental impacts, and we’re seeing great interest from […]
Before the Friday spiel begins, I do want to quickly thank you for the great response to our survey of a few days ago — we’re in the very first stages of upgrading and improving StockGumshoe.com, with a new version of the site hopefully ready to launch by the end of the Summer, and your […]
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 […]
Agriculture is yet again a big story in the markets — we’re told not only that food inflation is a big part of the unrest that toppled Tunisia’s government, may be part of what’s bringing down Mubarak in Egypt, and is certainly a major part of the inflation that’s hitting China and other emerging markets, […]
Man oh man, I’ve been using completely the wrong strategy. Clearly, since last Summer when the rare earth element mining (or let’s be honest, “exploring for”) stocks started taking off like gangbusters whenever the Chinese flexed their muscles, the newsletter copywriters started wetting their pants in excitement. And what I should have done was look […]
This won’t surprise those of you who’ve been reading my various notes in recent weeks, but today I added considerably to my holdings in Sprott Resource (SCP in Toronto, SCPZF on the pink sheets). The shares do not trade at a huge discount, but after the exercise of warrants recently they now have a market […]
Before I get into the point of today’s Friday File, I want to welcome the newcomers to the Stock Gumshoe Irregulars, and to especially thank those who joined up during our charity membership drive just before Christmas — we managed to raise a total of just over $2,600 for our two charities, and I was […]
Those of you who’ve been around these parts for a while probably know that I think food and agriculture are likely to be important investment sectors in the decades to come — there’s simply no getting around the fact that the population continues to rise and arable land declines, which means the produce of that […]
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 […]
I always like to see what Dan Ferris is recommending for subscribers of his Extreme Value newsletter, in part because I’m personally invested in a few of his picks that have done well (Altius Minerals and Sprott Resource), and in part because I’m generally sympathetic to the notion that long-term “value” investing is the best […]
There are a few things I want to share with you this week — I’ll update you on a few purchases I made for my personal account, including several add-ons to existing positions and one new purchase, I’ll give you my quick take on my (finally) updated tracking spreadsheets for this year, and I’ll check […]
This article is an excerpt from the May 21 Friday File (the extra commentary that paid members of this site receive) — but I’m still getting a lot of questions about Dan Ferris and his farming stock, so what follows is the part of that note regarding the teased agriculture company. I have not updated […]
I have no idea what on earth is going to happen in the markets. Just wanted to get that out there for you, in case it wasn’t clear. Rapid trading and the instant information age have brought so much volatility, and so many pieces of news that people feel a need to trade on that […]
Well, it’s the beginning of a new year and time for introspection — so I thought I’d revisit some of the older ideas I’ve profiled for the Idea of the Month, and list all of the Ideas in my order of preference today. So first, the list — if I were buying today from the […]
I’ve picked a lot of stocks that have stunk for my “Idea of the Month” writeups, especially the first few I did before the market collapse last fall … and many more that are within a stone’s throw of the S&P 500 in either direction (and therefore not very exciting). But one that has been […]
Jim Rogers, famed former partner of George Soros, is the agricultural commodity bull to end all bulls right now, it seems — but he’s often been right. And along with many other folks who are prominent in the investing punditocracy (including Rick Rule, Dennis Gartman, and Marc Faber, among many more), he’s recommending agriculture and […]
Matt Badiali gave an interview to the Gold Report recently in which he talked up the “prospect generators” again, mentioning several companies I own and have written about on StockGumshoe (both for teases of his, and from other newsletters). He mentioned Centamin Egypt, which I sold a while ago, Altius Minerals and Royal Gold, which […]
Sprott Resources and Altius Minerals, the two recent commodity picks that got a lot of attention a few weeks back, are both having a nice day thanks to renewed optimism for commodities in the wake of talk of more stimulus out of China. I dont know if that will really move the needle for either […]
Now that my three day waiting period has expired I’ve picked up a few shares of Altius Minerals, which I wrote about in response to a Dan Ferris teaser early this week. This is not necessarily a stock that’s particularly leveraged to gold, though it does have an interest in a promising gold project that’s […]
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