Several readers have asked what I’m thinking about Facebook (FB) following their most recent quarterly release — which was, as you’ve probably guessed, for a pretty seasonably quiet quarter. Advertising revenue tends to peak in the holiday season, no surprise there, though Facebook tends to see growth bounce back pretty quickly after it dips sequentially […]
I’ll be on the road today, dear friends and Irregulars, so I’ll send this Friday File out in the morning since it’s (uncharacteristically) ready before the market open. Enjoy! Well, there’s no question about what Irregulars want covered in the Friday File this week… the latest pitch from Louis James at Casey Research about a […]
I’m feeling a little bit old today because my fourth baby, Stock Gumshoe, just celebrated its eighth birthday. Eight years of solving teasers, sharing thoughts, and defusing marketing hype… and it’s still such a cute little fella! I certainly never expected this to grow and get the attention of so many people when I sat […]
I’ve heard Chris Mayer talk about his “Coffee Can” strategy before, but this new way that Agora is marketing it caught my eye: “Investing tips for the couch potato “This has got to be the laziest investment strategy out there today. “Imagine investing in stocks and coming back 10 years later to discover your money […]
This teaser ad from Nicholas Vardy’s Alpha Investor has been circulating at least since last October, but it appears to be getting more “life” in it these days — or, at least, we’re getting more readers asking about it. The ad hasn’t changed, though the stock has moved up a bit over the last six […]
I’m still in the “accumulation” phase of my financial life — I’m trying to add to my savings and investment accounts as aggressively as a I can, and keeping my eye out a couple decades to what my holdings might do before I retire. Assuming I ever retire. So my perspective is, I know, quite […]
More on this tomorrow as I get into more detail in the Friday File, but I thought I should let the Irregulars know that I made a few transactions in my personal account today. Even taken all together this does not amount to a major transaction — but it does away with or decreases a […]
After looking through the numbers for Dorchester Minerals (DMLP) again this morning, I decided that I can’t see a way forward for them to pay a distribution that’s much more than half of their trailing distribution over the next couple quarters. I think the annualized payout is going to drop to something in the neighborhood […]
Hello, all! I’ve missed you in our holiday hiatus — and my apologies that the hiatus was extended a bit due to a nice bout of New Year Flu, but we should be back on track now. This first note is just to let the Irregulars know that I’ve made my first portfolio adjustment for […]
With the way the holidays fall this year, today will likely be our final Friday File of 2014 — Stock Gumshoe all but shuts down for the Christmas and New Year’s Day holiday season (that’s one remnant of being a reformed academic — I can’t abide working during that week, sometimes the world should stop […]
Not the direction of a stock, I mean, but the direction of a company — the decisions and changes made by managers of a company whose stock I own. Today I sold my shares of Mongolia Growth Group (YAK in Canada, MNGGF on the pink sheets). I would normally be patient with a stock that’s […]
I’m getting to some Friday File-type chatter a bit early this week because things have been a little wild, and because some portfolio moves and questions have come up. We had a crazy week while I was gone for Thanksgiving, and I’m catching up with some portfolio moves and answers to some questions that readers […]
Medical technology is always a prime area for investor excitement — we love the idea of a company that can make things bigger, cheaper, stronger, faster in any field of human endeavor, but somehow the idea of a company doing it in medicine, where we can feel both wealthy and virtuous after investing, is even […]
This is just a quick note to let you know that I sold my holdings in Rayonier (RYN) after the earnings release this morning. I did so with some reluctance, since their strategic changes are going to make Rayonier a better company going forward… but I also think they will make it a worse investment […]
I’ve owned shares of Sandstorm Gold (SAND) for several years, and it was one of my larger holdings for a while, so readers ask about it with some frequency — particularly during times like these, when it is wildly volatile. So is Sandstorm Gold a buy today? Well, I haven’t sold any shares recently. But […]
Cielo (CIOXY for the US ADR) is the biggest Brazilian credit card processor, they make their money primarily by adding merchants to their transaction network (leasing them the card swipe machine and processing the payments through whatever credit or bank card they use), and by getting a tiny slice of each payment. They came into […]
Well, it turns out that the US is indeed dragging SodaStream (SODA) down… and now it’s time for me to take a loss and sell my shares. I bought SODA and wrote about it for you following the Value Investing Congress earlier this year, with the pretty compelling analysis regarding the value of their European […]
I have to warn you up front, after reading through this before sending it out to you I’m a little worried. You might think I’m a bit “off my meds” today — I didn’t have one coherent idea to share, so I ended up with a stream of consciousness that’s a jumble of ideas, ranting, […]
This is just a quick note to let you know of a personal buy in my portfolio — as shares of Third Point Reinsurance (TPRE) dipped today below $14.30 they triggered an incremental buy in my account, so I increased my holdings in TPRE by about 20% today. That doesn’t mean TPRE will go up […]
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Guy Gottfried has suggested a lot of small cap Canadian stocks, some of which have done phenomenally — so what does he suggest this time? Holloway Lodging (HLC.TO, HLLOF)– […]
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