The portion of my brain that’s dedicated to our weekly missives to the Irregulars is on standby, waiting to see if there’s anything of interest to share with you on Monday and Tuesday of next week during the Value Investing Congress in Las Vegas (if you’ve shelled out your $4,500 to be at the Congress […]
I answered someone’s question about using stop losses yesterday, and indicated that I rarely use anything as mechanical as a sell stop in my investing — and today I was stopped out of my position in Agrium (AGU), so I thought I’d repeat what I said there: “I rarely start a position with a stop […]
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 […]
As most of you probably noticed, I was on vacation last week — a crazy week for those of us in New England or with friends and family in Boston, or, for more prosaic reasons, for anyone who follows the gold markets at all. It was also a bit crazy for me personally, but that […]
I’ll be traveling for most of the next week, so we’re getting this Idea of the Month note out to you on Thursday night/Friday morning, a bit early. There will not be a Friday File or much else in the way of new content at Stock Gumshoe next week, but I will provide at least […]
I’ve got a handful of updates for you, including one on a stock that I bought yesterday and a few other notes about recent quarterly reports from stocks I follow, but first … a teaser to solve … When I wrote about Marc Lichtenfeld’s pitch for “Spread Trusts” yesterday, I promised to also try to […]
Just a quick note to update you that I bought a small tranche of MFC Industrial (MIL) shares today, following the recent drop and their latest earnings release (the shares are down about 20% since I featured them as the “Idea of the Month” in February). Business is a bit troubled right now, particularly with […]
I’ve got a couple notes for you today on companies I own and follow, including updates on Lonrho and Retail Opportunity Investments Corp. to respond to some questions I’ve been getting, but first we’ve got a bit of a teaser to dig through — and it’s an oldie that has been brought back a couple […]
A while back I invested in Blue Wolf Mongolia (MNGL), which is a blank check company — they were set up to collect capital and invest it in an operating business or use it to take over another company. The idea was that the business would be in Mongolia, and presumably connected to natural resources […]
Sandstorm Metals and Energy, with their latest quarterly report, is clarifying some of the restructuring they’ve been forced into over the last year — nothing that is shocking or new to share with you, but it is nice to see it all down in one document. You can listen to their annual report conference call […]
There have been more than a few ads that talk about the “end of OPEC” — from the “Eagle Diesel” pitches made by Frank Curzio for the natural gas-driven transportation revolution, to the more misguided love affairs with geothermal energy in years past, but this one is a bit different … and, for a change, […]
In case you’re following Altius Minerals (ALS.TO ATUSF), the 10% pop that mostly came late on Friday (though it’s still rising today so far) was from Alderon’s (AXX ADV.TO) deal with Hebei closing and getting that financing on board for development of the Kami mine — Hebei put up $120 million, so that’s a huge […]
Retail Opportunity Investments Corp (ROIC) made a quiet announcement on Friday that helped to juice the shares a bit later in the day, as the week closed. They have apparently been doing behind-the-scenes negotiations with warrant holders in an effort to continue to work through the warrant overhang that’s been impacting the stock price — […]
Well, this was simply a poor bet (along with the other ideas I borrowed from Chuck de Castro for an “Idea of the Month” piece on junior oil explorers a couple years ago), and I’m letting myself get stopped out of my small Petrolia holding at roughly a 50% loss. Petrolia has excellent potential in […]
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 […]
Today is a fun day for every value investor out there — it’s the day Warren Buffett’s annual letter to shareholders comes out. So for God’s sake, don’t waste too much time with your friendly neighborhood Gumshoe if you haven’t read that one yet. You can get to it here if you’re curious, or check […]
I haven’t bought shares of Berkshire Hathaway (BRK-B) in about a year and a half — the last time I added to my Berkshire holdings was just before Buffett and the board publicly announced that they’d authorize buying back shares if they dipped below what they considered a fair price. At the time that was […]
Sandstorm Gold (SAND) surprised quite a few investors this week when they made a deal in Mongolia, the headline-grabber of late when it comes to political uncertainty for mining companies. They also brought sister company Sandstorm Metals & Energy (SND.V STTYF) along to the party, to pick up a small copper stream to go along […]
Tullow Oil and Africa Oil announced the first flow tests from their Kenyan discoveries this week, and the response was interesting — there was a quick and overwhelming “Hurray!” from the markets as both stocks were up 6-8% almost immediately in trading in Stockholm and London following the announcement … but by the time NY […]
Cliffs Natural Resources (CLF) got absolutely clobbered this week, with their stock falling 20% after they announced they were cutting the dividend quite drastically (partly because of funding pressures, partly because of their high-cost acquisitions in the past, partly because of lower expectations for future production — there’s a good note on that here from […]
« Previous Page — Next Page »
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info