Yes, I’m going to write some about royalty investments again — and about a personal buy that I just made in the royalty space as a new speculation. First, I do want to share with you that I put the results of our Annual Review into a new spreadsheet that has moved into the “Irregulars […]
I’ve got a few thoughts to share this week — no new teasers have caught my eye as interesting ones to share specifically with the Irregulars this Friday, but we sure have been seeing a lot of the graphite and graphene teases again (like Byron King’s pitch, and the Oxford Club’s graphite spiel), and everyone […]
I just added to my position in Greenlight Capital Re (GLRE), and have additional orders in to buy a bit more if it drops … and I have a suspicion that it might indeed drop over the next few weeks. Greenlight is one of my favorite stocks to play on a theme that I think […]
I was hoping that we’d get a dip in the price this month, but it doesn’t look like that’s going to happen anytime soon — Investors are following up on the relatively good news for iron ore of late, with Chinese demand remaining firm, and thinking positively about the iron ore projects underway in Labrador […]
This is just a quick note on a stock that I haven’t written about much for years, but that I’ve held through a major corporate merger and restructuring. I’ve got a planned personal sale to tell you about from my portfolio – I am putting a stop loss order in for my holdings in Brasil […]
There was big news from one of my personal holdings this week, and it’s also a stock that I’ve suggested twice to the Irregulars and written about several times over the years so I thought it warranted at least a little reaction … particularly because it drove the shares down precipitously. So I’ve bought more […]
I just added to my holdings in Greenlight RE (GLRE), which was featured as our Idea of the Month recently. Why? Mostly because the stock is a little cheaper, and other insurers are starting to indicate that they’re hurting when it comes to their investment returns — the most recent warning was from a different […]
I sold my shares of Teva Pharmaceuticals (TEVA) today, a stock I’ve held for about a year and a half. Their results have disappointed a bit over the past several quarters, and they have moved into more aggressively investing in developing new branded drugs, which is riskier than their generic business. The stock is still […]
There’s been a lot going on among the stocks that I own and those that I’ve written a lot about for you over the years, so I have a bit of updating to share when it comes to my thoughts … first, some thoughts on two large personal holdings that I’ve never suggested in the […]
I noted last week that the stocks on my watch list for buying more shares included Lonrho and Berkshire Hathaway, and that just got pushed into action today — I’d still like to add some more Berkshire to my portfolio but haven’t rushed into that, but with the recent dip in Lonrho shares I did […]
So many people are asking me about the election results that I feel like I should share some of my opinions — but the short answer is: I can’t help it, stock prices that fall make me want to buy more stock. Stocks fell a bit after the election. And I bought some more today. […]
Well, I noted about two weeks ago that I still had a lingering Apple (AAP) limit buy order in, but that I didn’t expect it to be triggered during the (then pre-earnings) AAPL selloff. Surprise, surprise, suddenly Apple is in “bear market mode” according to all the pundits, and the stock is falling further still. […]
Today I’m focusing on answering some questions from readers about a few stocks, some that I own and have suggested to Irregulars in the past, some that are new to me. As might not surprise you, much of this is about some of the royalty and streaming stocks, including one that several folks are whispering […]
OK, fine, if the Street is going to consider good news to be bad for the stock and bump the shares down, I’ll buy some more Apple (AAPL). With the shares falling on news that Apple has revamped every single major product in their lineup over the last two months, just in time for the […]
Those of you who’ve been following the Gumshoe religiously might have noted that I’ve been conflicted about Brazil Fast Food (BOBS) lately — I’ve been considering selling my position and moving that into a larger and more diversified stock that plays on similar trends like Arcos Dorados (ARCO) or possibly Burger King (BKW) … and […]
Just wanted to note for you something that CVD Equipment (CVV), one of our past Idea of the Month picks and a stock that I own personally, recently released in an 8-K filing pretty quietly: They’ve had construction delays in getting their new facility up and running. The plan had been to have the move […]
I noted a few weeks back that I had opened a position in Expeditors International (EXPD), which was called to my attention by Dan Ferris in a teaser ad for his Extreme Value letter. I had a limit order in for a few more shares if the price dropped into the $34s, and that limit […]
OK, so that headline is a bit misleading — I don’t much like bank investments right now, with the possible exception of the TARP Warrants that continue to tempt me on some of the big US banks just because of the huge potential time value. But one of the stocks I’ve held for quite a […]
Remember Rubicon (RBY)? They were teased by Frank Curzio several months ago as a possible quick double on a takeover, and, as I noted at the time I wrote about them, I speculated on the stock a little bit with a small relatively short-term options position. I don’t write about options much, but I told […]
The Executive Chairman and builder of the modern Lonrho (LONR in London, LNAFF on the pink sheets), David Lenigas, has stepped down … and the stock’s going up. That’s not shocking, nor will it probably lead to much different happening at the company given the tack they were already on, but it seems to have […]
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