This little spiel caught my eye because Health Savings Accounts (HSA’s) are in the headlines as a possible beneficiary of the next wave of healthcare reform — with plenty of early indications, at the least, that the Republican party’s “repeal and replace” strategy for the Affordable Care Act will rely to some degree on an […]
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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 […]
The Palm Beach Letter folks have been shaking the tree for new subscribers to Teeka Tiwari’s Mega Trends, and the latest ad is generating a bit of buzz in Gumshoedom … quite a few questions so far this week. And I don’t blame ’em — it sounds kind of cool. And with everyone chattering about […]
I have to warn you up front, after reading through this before sending it out to you I’m a little worried. You might think I’m a bit “off my meds” today — I didn’t have one coherent idea to share, so I ended up with a stream of consciousness that’s a jumble of ideas, ranting, […]
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. […]
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 […]
Today I thought I’d finally get around to sniffing out the answers to the Australian Edge teaser from David Dittman about liquefied natural gas (LNG) — we’ve had a lot of questions, and I also personally have a small investment in an LNG stock (that’s Golar LNG, GLNG, which we’ve covered many times in the […]
Whenever I’m away from Gumshoe Manor for any length of time, I come back and have to hoe the teaser fields for quite a while just to hack down the hype and promises that crept into our lush mountainside gardens while I traveled — and this week is no different, I leave the field looking […]
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 […]
It’s been an interesting year so far — this week has helped to heal some wounds but my personal portfolio has lagged the market for much of the year, thanks largely to some substantial positions in stocks that were sensitive either to interest rate rises (like Retail Opportunity Investments Corp, ROIC, a favorite REIT) or […]
There’s been quite a bit going on in the companies that I follow both personally and for the Irregulars, so I want to check in on a few of these today — I’ll be taking at least a quick look at Sandstorm Metals and Sandstorm Gold, Invensense, Xerox, and maybe some other stuff will leak […]
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 […]
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This is a longer (16 pg) monthly, with multiple writers, which I enjoy; provides a broader education, from macro to inte...
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