Just a quick note that, as I said I would eventually do, I’ve begun rebuilding my Sandstorm Metals & Energy position — I sold most of my holdings in this base metals and energy streaming company in December to take tax losses, and have now bought in to about a third of the position size […]
As I noted a week or so ago I might do, today I picked up shares of Mail.ru, the Russian web company, for my personal account. These guys are owners of shares of the “Russian Facebook” as well as a couple other Russian social networking sites and their namesake Mail.ru, Russia’s biggest portal site. I […]
Just to keep you up to date on my personal portfolio, I need to tell you that today I picked up a few shares of Gold Standard Ventures, the pick that I uncovered for you from Phase 1 last week. This is very much a flier, based just on the speculation that the Stansberry teasers […]
Just a quick note — as I tried to remind folks to take advantage of some tax loss selling as we close out the year, so I’ve moved a bit in that direction myself. I don’t carry a lot of my individual stock investments in taxable accounts, but there are enough positions in those accounts […]
There’s certainly a lot going on in the markets these days — most of it, of course, driven by the massive buy/sell herd that feels the need to trade on the macro news of what’s happening in Europe or in Washington, D.C. Since I don’t live in DC anymore I can’t even pretend to have […]
As the market tumbles thanks to the failure of the Super Committee and the rising level of feelings of impending doom, I picked up a few more shares of Apple this morning when they triggered a buy limit order down here in the $370 neighborhood. I have no idea whether or not this will be […]
Just a quick personal portfolio note: I’ve sold close to half of my Verizon (VZ) position and swapped it into a new Vodafone (VOD) position, so I now hold both partners in Verizon Wireless. I’m unwilling to sell out of Verizon entirely at the moment, due to its utility-like cash flow from wireline assets and […]
I personally picked up some additional shares of Sprott Resource Lending this week, I had put in a bid at $1.38 a little while ago in hopes that the stock would dip a bit for me, and that bid triggered today. My opinion on SILU hasn’t changed over the last nearly a year since I […]
I’ve invested in and written about quite a few Brazilian companies over the years, and I own a handful of such stocks today — so with the Brazilian market taking a hit this year, I thought I’d take a quick look at those holdings. There are two Brazilian companies that I’ve profiled as “Idea of […]
I just picked up some shares of Brazil Fast Food (BOBS, trades over the counter). This is a stock I’ve followed for a long time and suggested as an “Idea of the Month” candidate a year and a half ago — in the interim the company has continued to grow and is a better investment […]
Just a quick note to let you know that I bought a few more shares of Africa Oil for my portfolio late this afternoon (AOI in Canada, AOIFF on the pinks). The stock has been teased like crazy by Christian DeHaemer, but I think the fundamental land position and partnerships underlying the company are stronger […]
The article I had intended to publish today for your Friday File hasn’t come together as I had intended, so I thought I’d just quickly share my updated top holdings to update folks on where most of my investments are tied up. I’ll release a “real” Friday File on Monday after the market close once […]
Crazy days, no? The overriding fear among investors seems to be that we’re headed back to something like the Fall of 2008, a “Lehman moment” if Europe doesn’t get its act together and Greece or one of the other weaker pups of the EU actually defaults on their debt … or defaults in some extra-bad […]
Just a quick note that this morning a limit order that I’ve had sitting in my account for a while triggered, and as a result I boosted my holdings in Berkshire Hathaway by about 20% (yes, I’m a small investor so these are the B shares — BRK.B in most quote systems). The company is […]
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 […]
A stock that I’ve owned for a while reported a weak quarter due to the terrible conditions in the Western Canada Sedimentary Basin oilfields where they do the bulk of their work — and the stock is down a bit as a result. I think that’s an opportunity to buy more, so I’ve added to […]
Well, you probably got the hint that I like this stock back when I wrote about it as my Idea of the Month for August, about a week and a half ago. And now, to make things official, I’m buying some myself — I picked up some shares of Golar LNG today. Since I wrote […]
Sometimes I look back and realize I’ve been a dope. This is one of those times. I’ve been holding and/or actively buying shares of stocks that benefit from the mobile revolution and from the massive consumer businesses the breakthrough products from Apple (iPhone and iPad) have essentially created from scratch over the last couple years […]
As I’ve noted over the last week, I’ve got my eye on a number of stocks that seem like long-term winners to me, and which are taking a bit of a beating. Among those is Seadrill, my limit order at around $27.50 hit today and I’ve thus increased my holdings a little bit. At the […]
Or perhaps a better title would have been, “Pruning during a forest fire.” As the markets go through wild swings (no, that’s not right — swings move both ways — I mean “wild drops”), I feel as I often do at times like these: That I wish I had more cash to invest. I’d never […]
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