This week there’s been quite a bit of news in stocks that I follow fairly closely or own or have featured in the past as “Idea of the Month” candidates for the irregulars, so I do have a bit of a teaser campaign to talk to you about (that’s the Casey bit), but I’m going […]
Just a quick note that GlaxoSmithKline released results yesterday — for those who are interested in Ligand, which I own and have written about several times over the past year, the Promacta news looked pretty good. Despite Lemelson’s short argument that Promacta is a rapidly declining and worthless drug because of better Hepatitis C treatment […]
Happy Friday, all — Irregulars have already seen a few “members only” articles this week, from Dr. KSS’ new posting to my update on goings-on with Ligand, so I think we’ll probably be a bit on the brief side with the Friday File today… let’s see if I can stick with that prediction. Things are […]
I don’t have any compelling news to share about stocks of interest this week and, frankly, nothing I’m so compelled to buy that I want to jump up and down about it… so we’ll move on to some bigger-picture thinking and some updates on the stocks we watch and the performance of the teaser ideas. […]
Options spread trading, large cap stock and ETF.
Before I get churning with this week’s Friday File, I want to take the opportunity to thank you, the Irregulars — and particularly the several new members we’ve had join up as Irregulars in the last few weeks — welcome to the club! Stock Gumshoe has always tried to balance how we do things, offering […]
May 12 Update: The lateset teaser pitch from the Fool is touting this same stock again, only with a different spiel from a different company as they tout the “connected car” instead of the “autonomous car”. I presume they’re just testing different ads to see what works best — this latest one pitches it as: […]
A hodgepodge of thoughts and comments to catch up with thoughts on a few companies that have reported quarterly results or had other meaningful news as I was on vacation — and a quick note on a small buy. First, I need to let you know that I bought a few JP Morgan warrants (JPM-WT) […]
A few folks have asked me how I feel about the “Stock split” at Google and what it means for shareholders. After all, it’s a stock that I like a lot, and that has been in my portfolio for nine years — ever since it got that dip under $200 about six months after the […]
Just noticed that I made a trade in my account and forgot to let you know … mostly because I didn’t notice that the trade happened (it was a small limit order I had in, and it triggered while I was traveling last week). So … big news? Not really, but I bought a few […]
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. Lisa Rapuano presented about the importance of personality and temperament in managing your own investment portfolio. A common trait among successful investors is adherence to a process. I took […]
I don’t have a compelling and urgent new stock in mind that I think should be bought right now — there are plenty of interesting ideas, of course, but nothing jumped out from recent teasers this year that had me rushing to my broker, and most of the stocks I’ve been nibbling on I’ve already […]
I don’t write much about the telecom stocks that I’ve held for a few years now, but since I’ve promised to alert you to my stock buys and sells I’m letting you know that I’ve sold my holdings in Vodafone (VOD). I hold Vodafone because I’ve been holding both owners of Verizon Wireless for many […]
I bought a few more shares of Altius Minerals today, after looking into them and Sandstorm Gold following some recent reader questions, and I’ll get to that in a moment … but first, I thought I’d toss out a quick Friday File teaser solution for you if you’re curious about what’s being teased in China […]
What is it? “With one click of your mouse you could set yourself up to profit from: The rise of DNA-based personalized medicine; The “holy grail” new computers that could cure cancer; And a revolutionary new mass-produced ’30-minute oil.'”
I told you that I’d update you if my limit order for our most recent “Idea of the Month” stock triggered and, well, it just did. So now I own a small position in National Oilwell Varco (NOV), with a buy just under $75. And, um, that’s pretty much it. Nothing has really happened at […]
This is just a quick note to let you know that recent weakness in the shares of Medical Properties Trust (MPW), following their announcement of a stock offering, led a buy order to trigger in my account and I have now doubled my holdings in MPW. This is a real estate investment trust that does […]
Today I’m selling my shares of Golar LNG (GLNG), at the market price at the open (just letting you know this up front to be as transparent as possible, since I’m sending out my note before the market opens — normally I’d use limit orders). Why? Well, because they announced tremendous weakness in the business […]
I almost never buy biotech stocks, thanks to my inability to understand the science or the marketplace very thoroughly without a lot of study, and thanks to the very precarious books of so many biotech companies … but I’ve been inspired by the overwhelming level of discussion on biotech stocks among Gumshoe readers in recent […]
I wrote last month that I couldn’t justify buying more Third Point Reinsurance at $18 — and, indeed, that $16 was a stretch for new purchases as we wait for them to become profitable in their reinsurance business at some point over the next year (potentially … profitability is not, of course, guaranteed) and watch […]
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