We were talking about Warren Buffett just yesterday, and I also recently was looking into flights to go to the annual meeting in the Spring, so everyone’s favorite avuncular billionaire was on my mind this week… and it was almost like he was talking in my ear as I was plotting this “Idea of the […]
Today, for your Friday File edutainment, a look at a teaser pitch from Keith Schaefer about a junior oil company. I know, I know — oil is collapsing. But this is a company that doesn’t even really own anything yet, and almost certainly won’t be producing any oil for at least a couple years, so […]
Before I get into a bunch of updates for companies I follow and/or own, with some good news and some bad news, I do have a quick teaser solution to toss on the fire for you… This one I got late today, and it’s from the Oxford Club’s Dave Fessler — he’s pitching his Oxford […]
This pitch from Keith Schaefer started running several months ago, but we’ve had questions pop up every now and then about it… and just recently, he has jumped on November 12 as the key date to urge investors to action (both buying the stock and, naturally, subscribing to his Oil & Gas Investments Bulletin). So […]
Well, today I did what Tradestops told me I should have done a couple months ago: I sold the rest of my Greenlight Re shares. Greenlight Capital Reinsurance (GLRE) is a Caymans reinsurance company Chaired by David Einhorn, the famed hedge fund manager. Its primary reason for being is to give Einhorn a large “captive” […]
A fairly quiet week in Gumshoedom — we’ve also got a new column from Dr. KSS today, which you can see here, and what follows is my “Friday File” thoughts on a few investments I’ve written about recently. I spoke with Sven Weber, manager of the SharesPost 100 Fund (PRIVX) on the phone earlier this […]
Apparently Apple had some sort of news this week, and I guess the Federal Reserve is supposed to do something next week, eh? Well, there are thousands of market pundits who will tell you all about those things — and dozens who will tell you that the world is going to start coming to an […]
Ian Wyatt is out with some ads touting “Forbidden Stocks” — stocks that are abandoned by Wall Street, sold off by mutual funds, and can only really be appreciated by discerning investors who subscribe to his Million Dollar Portfolio (currently $295/year). Shall we figure out what they are? The spiel starts like this: “Wall Street […]
I’ve been getting lots of questions about this recent email ad touting a “$1 Stock that’s about to go vertical,” so I took a quick look — and it turns out that the pitch is really the ad they’re sending is just a lightly updated version of the “Obama’s Secret Pipeline” ad that they started […]
Well, I wrote last week about Grenville and their weak quarter, and the general pressure of lower credit quality on their portfolio… and I said I was waiting for some more assurances about management’s ability to handle the fallout of deals that don’t work. And with prices remaining low today, following the latest announcement on […]
Almost exactly a year ago I suggested a few different insurance-related stocks to the Irregulars in an “Idea of the Month” piece, including Lancashire (LRE.L, LCSHF), Axis Capital (AXS), and Fosun Holdings (656.HK, FOSUF OTC in the US, or FOSUY for the 1:25 ADR OTC)… Lancashire I’ve owned for quite a while, but I’ve never […]
When looking into “buy the correction” ideas, a key problem is getting your head around when a stock has finally “blown off” any excess valuation — fundamentals aren’t falling for most stocks, at least not for the stronger, growth-oriented names in the market, but the stocks are falling anyway… why? Well, obviously we have the […]
It’s been a heckuva week, eh? I have no idea whether this is really the “capitulation” washout that so many investing pundits have been looking for, or whether we’ll keep falling on Monday or will bounce back after the week ended so roughly, but I do have a couple thoughts to share with you about […]
Interested in fiber optics? We’ve gotten a few questions from readers about this ad, which has been running for a month or so and teases a “fat pitch” for the year in a stock that’s related to fiber optics installation/expansion. And this is not new — today, dear readers, we’ve got a rerun… but it […]
I’ve got a biotech teaser solution that might make you smile a bit, particularly if you’ve been following Dr. KSS’s articles and discussion threads, and then several holdings that reported recently to update my thoughts on a bit — including at least one that I’ve bought a little more of following earnings results. The tease […]
Before I get rolling, I should I’ve got a few updates and thoughts for you on some stocks I own and sometimes write about, but first we’ve got a quick teaser solution to share with you — this one’s sort of a biotech stock (more of a diagnostics/device) stock, and it’s being teased by Tom […]
Not really banks, but “sort of” banks, that’s what I’m going to write to you about today — and I’ve got a couple interesting ones that I own to profile for you today as they share the “Idea of the Month” spotlight. Banks in general are in everyone’s good graces again — the stocks are […]
I’ve got a teaser pitch to solve for you, dear Irregulars — it’s from Roger Williams at Wall Street Daily, pitching his True Alpha letter by hinting at the stocks he thinks can double tomorrow in the “Penny Stock Index.” But first, a quick update on Criteo… A couple folks called yesterday’s (perhaps brief) crumpling […]
This article was originally published in late January — Andy Obermueller is teasing Apple suppliers again, hinting that the Apple “Growth Window” will close up on September 30 (presumably when we start freaking out about their next wave of iPhones and iPads, usually introduced around then), and the descriptions of the teased stocks that he […]
Maybe the scariest thing I can tell you is, “I’m not selling everything.” The drumbeat in my head continues to be one of worry, I continue to be a little bit surprised at how high stocks are going, and how resilient stocks are. But thankfully, I haven’t been acting on those macro worries — because […]
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