Gold had its worst day yesterday since 2016, so that was a little shock to the system — mostly, I think, because the latest leaks and Tweets about the China trade dispute were relatively optimistic, with meetings scheduled for next month. It’s hard to imagine we’re going to have a “real” trade deal before the […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
I wrote a short note to you last weekend while I was attending the Berkshire Hathaway annual meeting, and as part of that I noted that I had taken some profits on several of my time-sensitive gold positions, including some warrants on Brazil Resources and call options on Sandstorm Gold, among others. I didn’t get […]
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 […]
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 […]
So has this recent weakness been a dip, or is it the beginning of real downward bear market or years of stagnation? Trick question. I Dunno, and neither does anyone else. But I still need to invest to grow my savings over the next 10-20 years or maybe more, so I’m still willing to buy […]
I hold back a few of my holdings from the stop-loss experiment I’ve been running over the past several months using Tradestops.com, including insurance-related names Berkshire Hathaway and Markel (both of which are in my top five individual equity holdings), but most of my positions are “exposed” to this experiment and are subject to be […]
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 […]
Well, today I did what Tradestops told me I should have done a couple months ago: I sold the rest of my Greenlight Re shares. Greenlight Capital Reinsurance (GLRE) is a Caymans reinsurance company Chaired by David Einhorn, the famed hedge fund manager. Its primary reason for being is to give Einhorn a large “captive” […]
So… the Fed failed to do anything, which I guess means that the wild predictions about the end of western civilization hitting us on September 18th are going to get pushed off again. Maybe we’ll soon start to see ads about how the next Greater Depression will start on October 28, or December 16…. or, […]
I’ve got a biotech teaser solution that might make you smile a bit, particularly if you’ve been following Dr. KSS’s articles and discussion threads, and then several holdings that reported recently to update my thoughts on a bit — including at least one that I’ve bought a little more of following earnings results. The tease […]
Before I get rolling, I should I’ve got a few updates and thoughts for you on some stocks I own and sometimes write about, but first we’ve got a quick teaser solution to share with you — this one’s sort of a biotech stock (more of a diagnostics/device) stock, and it’s being teased by Tom […]
We’ve been on strange schedules here in Gumshoeland for the last two weeks, and during that time we’ve seen a large number of quarterly reports come through that deserve some attention or comment… as well as a few other notable news items that I feel like I should pay attention to. And, of course, we’ve […]
Christian DeHaemer launched a newsletter called Technology & Opportunity about a year and a half ago, piquing investors’ interest with the idea that you can “Ride the Robot Revolution” and make massive gains, just like getting in early on the computer revolution by buying Apple, Microsoft or Dell 30 years ago. And now it looks […]
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’ve heard Chris Mayer talk about his “Coffee Can” strategy before, but this new way that Agora is marketing it caught my eye: “Investing tips for the couch potato “This has got to be the laziest investment strategy out there today. “Imagine investing in stocks and coming back 10 years later to discover your money […]
This teaser ad from Nicholas Vardy’s Alpha Investor has been circulating at least since last October, but it appears to be getting more “life” in it these days — or, at least, we’re getting more readers asking about it. The ad hasn’t changed, though the stock has moved up a bit over the last six […]
I’ve got a half dozen notes and comments on companies I own and follow for your Friday File pleasure today, but first I want to toss out a teaser solution for you to chew on… it’s a fun one. The pitch is from Keith Kohl for his new High Yield Energy Report, a newsletter that […]
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 […]
Insurance is one of the fairly large sectors in my personal portfolio, and several of the stocks I talk about often are in that business, so I wanted to take a quick look at those ideas and the state of the industry for you today — then I’ve got another interesting new name to kick […]
I’ve got a big ol’ pile of updates and thoughts about a dozen or so companies to get to, but we’re going to start with a teaser solution today. Paul Mampilly of Agora Financial’s FDA Trader apparently sent around a teaser note to his own subscribers (I say “apparently” because I’ve only seen the cut-and-paste […]
I’ve got a few thoughts for you on some companies I follow and own, and a little follow-up on last week’s chatter about hedge funds, but first I thought you’d like a quick teaser solution for your Friday File fun… The pitch is for Stephen Petranek’s Breakthrough Technology Alert — there’s been some discussion recently […]
Most of us are self-directed investors, for good or ill — you’re probably here because you like researching or trading stocks, and I obviously feel the same. But should we be trusting ourselves to manage our money? I know that sounds like a fatuous question — obviously, we should trust ourselves much more than we […]
This is just a quick note to let you know of a personal buy in my portfolio — as shares of Third Point Reinsurance (TPRE) dipped today below $14.30 they triggered an incremental buy in my account, so I increased my holdings in TPRE by about 20% today. That doesn’t mean TPRE will go up […]
This week there’s been quite a bit of news in stocks that I follow fairly closely or own or have featured in the past as “Idea of the Month” candidates for the irregulars, so I do have a bit of a teaser campaign to talk to you about (that’s the Casey bit), but I’m going […]
None of the teasers this week struck me as so thrilling that I have to cover them for the Irregulars today, but I’ve been following a few of my favorite stocks and their quarterly updates recently, and bought a few stocks today, so I’ll share some company updates for the Friday File this time around. […]
May 12 Update: The lateset teaser pitch from the Fool is touting this same stock again, only with a different spiel from a different company as they tout the “connected car” instead of the “autonomous car”. I presume they’re just testing different ads to see what works best — this latest one pitches it as: […]
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. Chris Mayer is well known the mavens of Gumshoedom, not only because he has presented at the last two Value Investing Congresses but also because his publisher, Agora, has […]
I wrote last month that I couldn’t justify buying more Third Point Reinsurance at $18 — and, indeed, that $16 was a stretch for new purchases as we wait for them to become profitable in their reinsurance business at some point over the next year (potentially … profitability is not, of course, guaranteed) and watch […]
I’ve been putting out my updated thoughts on each of our Irregulars spreadsheet companies (mostly past “Idea of the Month” stocks) over the last couple weeks, and now that I’m done looking at all of the “Speculations” on that list I thought I should combine them into one document to make it a bit easier […]
I don’t have one big thing to share with you today, or any super-sexy little teaser picks that have jumped out at me as being fun ideas to share with my favorite group of people, and I haven’t done any buying or selling this week to speak of, but there are several stocks that I […]
I’ve got a whole passel of things to comment on for you today — I want to update my thoughts on some insurance company stocks that I own and that I touted as beneficiaries of a big switch in the insurance market over the past year or so, check in on a buy and a […]
Happy October Friday, Gumshoe friends — I shared a special teaser-solution article with the Irregulars this week on Agora’s “Miracle Water” tease and have written briefly about a new buy that I made during the week (that was TGS Nopec, which I wrote about briefly here — not ready to go into more detail on […]
Yep, I’m writing about another insurance company. And you’ll have this to chew on for a while, I’ll be on vacation for most of next week so we won’t have a Friday File (unless something dramatic pulls me away from the beach) or many new articles of any sort on the site next week. So […]
Just a note for you today — you may have noticed that Daniel Loeb’s Third Point Reinsurance (TPRE) went public this morning. The pricing was at the bottom of the expected range at $12.50, and the stock was flat when it started trading this morning. According to the pre-IPO filing, TPRE book value per share […]
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 […]
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Loeb's TPRE has some appeal as well, and has been a bit steadier on the underwriting side (though it's a much younger co...