I do have a quick teaser unveiling to share with you for today’s Friday File, but I want to start with a look at a stock that I own and that I suggested to the Irregulars several years ago, Sprott Resource Corp. (SCP in Canada, SCPZF on the pink sheets) Why? Because they just agreed […]
It’s probably no surprise that the Stansberry & Associates newsletters probably get more attention from Stock Gumshoe than most of the others — they’re right up there with the Motley Fool when it comes to the size of their mailing lists and the response from our readers to their promos, so everything they do and […]
We’ve had questions about several past “Idea of the Month” stocks in recent weeks, so for our last Friday File of August (we’ll be closed next week for vacation), I thought I’d try to update my thoughts on a few of the stocks I’ve suggested in the past. And yes, in case you haven’t yet […]
Per some requests from a few of the Irregulars, I thought I’d take a quick look at CVD Equipment’s progress and their latest earnings release and see if my opinion needs changing. CVD Equipment (CVV) is a maker of laboratory and manufacturing equipment for advanced materials — mostly chemical vapor deposition systems for creating nanoscale […]
I won’t buy any shares right away, since it often makes sense to let investor expectations shake out a bit, but I’d love to add to my Apple (AAPL) holdings by a little bit over the next several months if the market continues to write the shares down. In case you’re the one person who […]
In case you didn’t notice it, Africa Oil (AOI in Canada, AOIFF on the pink sheets) made another farm-out deal for a couple of their unexplored blocks this week, with Marathon Oil this time (their major partner is Tullow). Announcement info is here — basically, Africa Oil gets $35 million to pay for previous exploration […]
Lonrho shares have been hurt even more than the overall market — in part that’s due to the fact that the spinoff of the aviation division (was Fly540, will be FastJet) to Rubicon (RUBI in London) has not provided a short-term bump. Rubicon is down considerably from the 4.8 pence deal price, so Lonrho’s holdings […]
Africa is probably the last great frontier for regional air travel, with a hugely underserved and increasingly urban population, but that doesn’t mean that investing in airlines is necessarily a lot more profitable in Africa than it is anywhere else … the list of failed airlines, or companies that get bogged down in the massive […]
If you remember, I’ve noted a couple times in the last few months that the stock I was using to (in part) speculate on a mania in facebook shares before and during the IPO process is Mail.ru, the Russian internet company that owns a bit over 2% of facebook shares pre-IPO. Mail.ru just announced, as […]
Just a quick note on two stocks I follow and own: our last idea of the month, CVD Equipment (CVV) just released earnings and disappointed the market a bit — I think it’s likely to be a buying opportunity, but the opportunity may persist for another quarter until they get their short-term order book built […]
Today I picked up a few more shares of two companies that were already fairly large holdings in my personal portfolio — I increased my holdings in both Apple (AAPL) and Lonrho (LONR.L LNAFF) by roughly a third with limit buy orders that triggered this morning. Apple reports earnings today after the market close, as […]
Just wanted to alert you that yes, I as I noted last week, I did end up selling a third of my Africa Oil (AOI.V AOIFF) shares — after the run up, selling a third of my position was enough to pull my initial investment off the table and let the rest ride. That lets […]
Several readers have asked about “consolidation” in Sandstorm Gold shares — this is not, mind you, the chart-speak kind of “consolidation,” which means the stock is moving down, but the actual consolidation of a reverse split. So since Sandstorm Gold (SSL in Canada, SNDXF on the pink sheets) is my largest holding and I know […]
I don’t always comment this frequently about the gyrations or reports from stocks that I own or have covered in the past, but since some of those old “Idea of the Month” picks have been companies that don’t make the pages of the Wall Street Journal I’ve been moved to share a couple points this […]
I get questions about my personal portfolio every day, and you know that I always write about the personal stock buys and sells I make on this site for you, my favorite Irregulars — so every now and then I like to share some updates on what my top holdings are and, particularly when there’s […]
Nothing much new to say about the company, which I’ve written about any number of times, but I bought more shares of Canyon Services Group (FRC in Toronto, CYSVF on the pink sheets) today. Why? Because they’re cheaper — the stock took a hit, along with most oil and gas services names, including the huge […]
Christian DeHaemer is perhaps more active than any other newsletter guy I know in his pursuit of the out-of-the-way and dangerous natural resources companies — which means the picks he puts out as teasers for his Crisis and Opportunity newsletter (and previously, with his Crisis Trader for a different publisher) can be even more volatile […]
Good results from Canyon Services, now a 4% yielderCanyon had results that looked like a blowout to me today — more than doubling the dividend and reporting earnings that were almost 20% higher than expected. Shares have not responded all that dramatically, though they had run up a few weeks ago and come back in a bit. Growth will likely be a little […]
I’m sorry to say that things are still very much up in the air for my family right now, so our publishing schedule has been a bit inconsistent, but I do want to take a few minutes to tell you about a stock that I just bought today — this is obviously not a recommendation, […]
Just a note to let you know that I added to my holdings in Sprott Resource Lending (SILU) by about 30% today. That won’t be a surprise, I imagine, since I’ve continued to say nice things about it as the shares have disappointed over the past year, and I listed it as one of my […]
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