This week we don’t have a new teaser solution for your Friday File pleasure, so I’ll stick with some updates on a few stocks I’ve been watching this week… and next week, we’ll get our “Idea of the Month” piece up for you. And we also have a new piece from Dr. KSS up today, […]
This is just a quick note to let the Irregulars know that I’ve added to my holdings in Walt Disney (DIS) after their somewhat tepid quarter and negative investor reaction. I still consider this to be an extremely high quality franchise — the worries about relative weakness in the media networks, particularly ESPN (which typically […]
Happy Friday! I have a couple updates and notes for you today, but I thought I’d start with a look at a new teaser many of you have been asking about from Michael Robinson, it’s headlined “Cognitive Sight” and it’s really about artificial intelligence and it’s ability to make the blind see again (among many […]
I wrote a short note to you last weekend while I was attending the Berkshire Hathaway annual meeting, and as part of that I noted that I had taken some profits on several of my time-sensitive gold positions, including some warrants on Brazil Resources and call options on Sandstorm Gold, among others. I didn’t get […]
Markel hosts a brunch each year following the Berkshire Hathaway Annual Meeting, and has done so for 25 years now — during which time the company has grown considerably, from a small $100 million family-controlled specialty insurance company just starting to explore value investing with their new portfolio manager, Tom Gayner, to a $12 billion […]
That headline is a quote from Charlie Munger from today’s Annual Meeting for Berkshire Hathaway (BRK.B) here in Omaha, and it’s one of the ones that really caught my ear. He was responding to a question about how he and Buffett avoid making big predictive calls about the economy, or assessing the near-term health of […]
This percolated up to the “most asked about” teaser pitch over the weekend, and it’s easy to see why — everyone loves royalties (or as the newsletters like to call it, “getting money for free without doing any hard work”), and Sid Riggs is saying that “you can get super rich in a matter of […]
We’re just about shut down here at Stock Gumshoe HQ for the market holiday today, but I do have some updated thoughts and musings for you about a few of the companies I own and write about with some regularity: Leucadia (LUK), Medical Properties Trust (MPW), and Fosun (FOSUF). And I should also update you […]
I don’t know that I’ve ever seen an investor take the kind of beating Bill Ackman is taking at Pershing Square — and, of course, he brought it on himself with his very public pronouncements on his portfolio companies. One year does not determine whether you’re a “good” or a “bad” investor, but I do […]
Several folks have asked about the state of Altius Minerals (ALS.TO, ATUSF), which I’ve written about for you many times and have owned for about seven years (time flies when you’re having fun!). They just released their quarterly filing, and the initial impression is “more of the same” — the business is chugging along, cash […]
I’ve got a few thoughts to share with you about GSV Capital and a few other areas where I’ve seen questions or interest from readers recently, but first I want to get a quick teaser solution or two out for my favorite Irregulars…. One pitch that’s sent a lot of questions our way of late, […]
Just a brief note here to let the Irregulars know that I increased the size of my investment in First Mining Finance by about 50% today. This is not because of any abrupt change in the story or the valuation, simply a decision to allocate a little bit more to junior/exploratory gold because it seems […]
So what’s been happening since I last wrote to you, dear Irregulars? I’ve got a couple teaser picks to reveal for you in a moment, but first there are a few thoughts to get off the ol’ Gumshoe chest. We’ve seen a nice recovery from the healthcare REITs, which are still quite reasonably priced (DOC, […]
As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]
Just a quick note to register that I bought a few more shares of Disney (DIS) after the post-earnings dip below $90. I continue to think this blue chip management team and collection of brands and assets is worth owning for the long term, and that current pricing assigns too high a panic level to […]
This is getting a little tiresome, no? Two new stop loss trades in my personal portfolio to tell you about — I sold half of my Lancashire Holdings position at $8.35 when that stop loss hit, my inclination would have been to buy more near these prices but, as I’ve been doing for six months […]
As has been the norm for the past couple weeks of market weakness, the Tradestops.com stop loss alerts I’ve been experimenting with have hit more alerts this week in my personal portfolio… so I’ve got two more entries in the “stop loss test” to tell you about. We had a stop loss triggered for Douglas […]
So has this recent weakness been a dip, or is it the beginning of real downward bear market or years of stagnation? Trick question. I Dunno, and neither does anyone else. But I still need to invest to grow my savings over the next 10-20 years or maybe more, so I’m still willing to buy […]
Just a quick note to let you know that I’ve personally sold my shares in Expeditors International (EXPD) and the Cybersecurity ETF (HACK) today — both because they generated stop loss alerts from Tradestops.com and I don’t have a strong opinion that they’re undervalued at this point so I didn’t hold back half of my […]
I hold back a few of my holdings from the stop-loss experiment I’ve been running over the past several months using Tradestops.com, including insurance-related names Berkshire Hathaway and Markel (both of which are in my top five individual equity holdings), but most of my positions are “exposed” to this experiment and are subject to be […]
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