Just a note to confirm that my limit order to add a few more Berkshire Hathaway shares to my portfolio was triggered while I was on vacation — so I now own a few more shares, bought at about $111. I consider that an abundantly reasonable price but not a bargain price — with Berkshire […]
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 […]
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 […]
Just FYI, I noticed that while I was on the road a limit buy order triggered for my account that I didn’t have the chance to write to you about yesterday — I bought another slug of Ligand Pharmaceuticals (LGND) at $42.50, so I’ve increased my holdings in that stock by about 50%. Now a […]
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 […]
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 […]
Americas Bullion Royalty (AMB.TO Canada, AMBCF pink sheets) is in a bit of a pickle again — last time around it was because they were shot down on the development of their Brewery Creek mine in Canada, and therefore lost the ability to split the royalty company and the mining company into two entities, and […]
Just a quick note to let you know that the order I was talking about in the last Friday File, picking up an initial position in Ligand Pharmaceuticals (LGND), my most recent “Idea of the Month” stock, did in fact go through. So I now have a smallish position (about 2% of my stock portfolio) […]
I’ve got a couple quick personal portfolio updates to share with you today, including an add-on warrant buy, but first I thought you might enjoy a quick look at a teaser ad for one of Thomas Garrity’s picks from Cabot Small-Cap Confidential — they’re promoting this pretty actively right now as a “$20 biotech stock […]
Today I opened a small position in a stock I’ve been sniffing around for many months — and in actuality, though it trades like a stock it’s really more of a closed-end fund. It’s called the Africa Opportunity Fund (AOF in London on the AIM, AROFF on the pink sheets, it trades in US$ terms […]
Well, I don’t think there’s anything I can tell you about Apple (AAPL) that you can’t read anywhere else … except for the fact that I just increased my AAPL position by about 15%. Apple and Berkshire Hathaway have been jousting back and forth for the coveted title of “largest holding in Travis’ equity portfolio” […]
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, […]
Just a quick note to update you on my personal portfolio — today I increased my holdings in the Boston Private Financial 2018 TARP warrants (BPFHW) by about 50% and my holdings in the PNC 2018 Tarp Warrants (PNC-WT) by about 30%. The pricing of the stock and the warrant in both cases are similar […]
Seadrill (SDRL) is still cooking away — our favorite deepwater drilling company continues to tinker with its portfolio and book new deals for its growing fleet of floaters and jack-ups, and the prices continue to be very high. Oh … and, as expected, they raised the dividend again. So even though the shares are up […]
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 […]
I noted last week that the Lonrho deal to be taken over by a Swiss billionaire was almost certain to go through without a higher bid emerging — and now that my trading embargo has ended I’ve sold my full Lonrho position at the market price (which is pretty much the offer price). This books […]
Those of you who follow Lonrho know that in addition to featuring it as an “Idea of the Month” back in 2009, I’ve owned it for my own accounts for quite some time. This is a conglomerate that refashioned itself in 2008-2009 by focusing on a few key sectors in Africa, and further reorganized in […]
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 […]
Irregulars may remember that HRT Participacoes (HRP on the Venture Exchange in Canada, HRTPY on the pink sheets) is a bet largely on Namibian offshore oil exploration — the Namibian exploration they’re doing has been teased for a couple years by Byron King, though the teasers previously pointed toward the junior explorer that HRT bought, […]
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 […]
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