Who does Cabot think will "become one of the biggest profit takers of Trump's 'Repeal and Replace' health care reform?"

Ferris says, "If I had to pick one stock to put all my money in - this would be it." Plus a smorgasbord of blather for the Friday File

What's the stock teased by Mega Trends as the next boomer from the researchers who made Apple and Microsoft's fortunes possible?

You have permission to skip this ramble if time is short

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. […]

Checking in on all the picks in our Speculations spreadsheet

Updates on Xerox and TGS Nopec and some teaser solving for the Friday File

"Back from the Dead" company teased by Forbes Investor

This purchase came too late to slip it into my brief note about buying more Ligand (LGND), but I also need to notify you that I just added to my position in Xerox (XRX). This remains a small position overall, and I’m hoping that we get some more dips in the shares to build on […]

Friday File thoughts on some of our recent "Idea of the Month" picks -- what to buy now?

Updates on Sandstorm, Invensense, Cox's DNA Security, etc. for the Friday File

Several folks have been asking about the latest teaser pick circulating from Tom Dyson for his Palm Beach Letter — I haven’t seen this one really widely promoted, but it has come up enough that I think we’ll probably see more of it. And it so happens that it teases a company I have owned […]

I noted when I stopped out of part of my Xerox position a while back that I planned to hold the balance for a while to see how the market might reconsider what I still think is a too-low valuation on the shares. But I changed my mind. I’m closing out my Xerox position at […]

Just a quick note to update you that I’ve now been stopped out of half of my position in Xerox (XRX) — I continue to think that the stock is undervalued, but, since I don’t know the company as well as some, I have maintained a stop loss order for part of my holdings “in […]

Since I noted in passing on Friday that I had a limit order in for some additional Xerox shares, I should tell you that the limit order triggered not long after I wrote to you — so I’ve beefed up my XRX position now and am pleased to have picked up some additional shares at […]

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 […]

I’ve noted a few times in this space that there are some “old tech” companies that have my interest right now — one of them is Corning (GLW), which I bought a month or two ago, and the other that kept coming to the top of my list is Xerox (XRX), so I picked up […]