I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]
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Thoughts about Hurricane Matthew and the Next StormThoughts About Hurricane Matthew The whole experience of the storm is a perfect analogy with what we are faced with in our financial lives. The idea of an economic storm approaching is a common metaphor or simile that is used by many writers and observers. But is strikes me as something more than a metaphor. […]
Well, after spending last month catching up and revising my thoughts and opinions about the dozens of stocks I’ve covered for the Irregulars in this space, it’s time to again look for something interesting for your consideration. First, I should let you know that I’ve become less worried about about Seadrill (SDRL) this week after […]
Over the years I’ve shared a few “Idea of the Month” picks that are plays on various emerging markets — the most direct emerging and frontier market picks have been Lonrho in Africa, Brazil Fast Food in Brazil, and Nagacorp in Cambodia, so let’s check in with those. As with the rest of our annual […]
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. Daniel Miller runs the “Focus five” portfolio at Gabelli, which is designed to overweight a small number of the very best ideas that that money management shop. They look […]
The Value Investing Congress is always fun, and I’ll be trying to learn plenty that I can share with you in the weeks ahead (and, hopefully, become a better investor myself in the process), but this year I decided to spend a bit more time in New York and take in the pre-Congress seminar as […]
ANY IDEAS ? This fellow (AND others) are teasing this same stock…………… * Meet one of today’s most underhanded crooks. One whose epic crime spree results in $190 billion being stolen from unsuspecting people every year. I’m not talking about a shady banker, or corrupt politician. I’m not talking about a common street thug, either. […]
Guy Gottfried has a nice, albeit short, record of choosing excellent little Canadian value stocks that have risen in value pretty substantially over the year or so following his presentation. Of course, that doesn’t mean his pick this year will jump right up — but he’s presenting before the market opens, and the 500 or […]
Over the years I’ve shared a few “Idea of the Month” picks that are plays on various emerging markets — the most direct emerging and frontier market picks have been Lonrho in Africa, Brazil Fast Food in Brazil, and Nagacorp in Cambodia, so let’s check in with those. As with the rest of our annual […]
Today we’ve had two good presentations at the Value Investing Congress so far — one from Lloyd Khaner with a pretty compelling argument that Jamba Juice (JMBA) has gone through the first three years of turnaround and is ready to ramp up again with much, much better management and strategy, including a presence in public […]
Things began slowly this week after a weekend of decadence in Las Vegas… what impressions did I have of Sin City? People aren’t gambling as much as the last time I was here a few years ago, the tables and slot machines were not so crowded, but there were still some big crowds of people […]
Over the years I’ve shared a few “Idea of the Month” picks that are plays on various emerging markets — the most direct emerging and frontier market picks have been Lonrho in Africa, Brazil Fast Food in Brazil, and Nagacorp in Cambodia, so let’s check in with those. As with the rest of our annual […]
Over the years I’ve shared a few “Idea of the Month” picks that are plays on various emerging markets — the most direct emerging and frontier market picks have been Lonrho in Africa, Brazil Fast Food in Brazil, and Nagacorp in Cambodia, so let’s check in with those. As with the rest of our annual […]
Down 24.93% In the period from the 3rd of November up to including the 28th of March the stock went down 24.93% despite the 12% dividend growth and the 6% group revenue growth in 2017. Was the company really at its top performance in 2017 and is the price now thrown back to the real […]
Whole Foods Market, which has been pushed by the Motley Fool Stock Advisor as their favorite pick, and as the “New American Super Brand” for as long as I can remember (when I wrote about this ad over a year ago the first instance of it I could find was from December 2006, when the […]
“I firmly believe that if the whole materia medica could be sunk to the bottom of the sea, it would be all the better for mankind and all the worse for the fishes.” — Oliver Wendell Holmes, M. D., Professor of Medicine , Harvard “With all his conscience and one eye askew, So false he […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. All of his past articles and most recent comments are on his Stock Gumshoe page.] Ho ho ho! And Happy Christmas to all […]
Just recently I’ve taken a long position in Immupharma and am quite excited about the potential. One of the fellow members on a BB had posted a very well researched and balanced article that I would like to share. So, with courtesy of Sicilian_kan [cheers!]: ”(last updated on 26 April 2016: Disclaimer – no information […]
Sometimes we just need to take a step back. On Tuesday, we were headed into a devastating trade war, with a third of our exports to China subject to punishing tariffs (in response to the tariffs proposed on more than 10% of their exports to the US)… by mid-afternoon on Wednesday, the trade war is […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
The Foolies are out in force with another ad for their flagship Stock Advisor newsletter, we’re on vacation this week so I’m not putting together brand new articles but I reminded you about their “#1 Stock Across the Motley Fool Universe” yesterday … and today we’ll remind you about the other pick they’re pitching in […]
ANY IDEAS ? This fellow (AND others) are teasing this same stock…………… * Meet one of today’s most underhanded crooks. One whose epic crime spree results in $190 billion being stolen from unsuspecting people every year. I’m not talking about a shady banker, or corrupt politician. I’m not talking about a common street thug, either. […]
About a month ago I wrote a Friday File for the Irregulars that was based on a pitch the Motley Fool was making for an Internet banking company — it was all about how bricks and mortar are dead, and about how a prescient “mysterious investor” at the Motley Fool had a history of picking […]
“On August 1st, This Once Iconic American Retailer Will Stun Shareholders” That’s how the latest teaser ad from Harry Dent gets us interested — Dent has been around for a long time, and his predictions and books and newsletters have usually had their basis in demographics … stuff like predicting that the market would boom […]
It’s been a very long time since I’ve looked at a teaser from the Motley Fool’s Hidden Gems service — that’s the “small cap value” newsletter which used to be run by Tom Gardner. It’s now edited by Andy Cross over at the Motley Fool, and has dropped some of the “value focus” but still […]
As I typically do after attending the Value Investing Congress, I’m selecting one of my favorite ideas from the conference to share with you as our next “Idea of the Month.” The selection process was a little tough this time, because there were several picks that I found pretty compelling — a couple specialty insurance […]
David Nierenberg founded the D3 family of investment funds, which is a focused small cap and micro cap investment group. They profiled one of their interesting ideas this morning to launch the Value Investing Congress, and like many of the stocks they pick it’s a stock that they think gives growth at a discounted price. […]
Ed. note: Today we’re experimenting with adding some more voices to the world of Stock Gumshoe to add a different perspective and cover some sectors in more detail. We’ve asked longtime reader Myron Martin, who spends a lot of time with junior mining stocks and other small caps, to share his perspective with you — […]
Today’s tease comes in for the Money Map Report, in some articles where they hint around about the best way to double your money on the stock they think can be the “Next Whole Foods.” The pick is by Keith Fitz-Gerald, but We get a bit of an introduction from Steve Christ in a free […]
Chris Mayer runs the Capital and Crisis newsletter, often looking for far-flung stocks or odd special situations, and he sometimes brings an interesting idea or two to us through his teaser pitches … so I thought we’d take a look at his latest idea today, a spiel about some stocks that you can buy and […]
I’ve got a handful of updates for you, including one on a stock that I bought yesterday and a few other notes about recent quarterly reports from stocks I follow, but first … a teaser to solve … When I wrote about Marc Lichtenfeld’s pitch for “Spread Trusts” yesterday, I promised to also try to […]
I was all set to write up a little teaser from someone else, but then this latest pitch from the Motley Fool crossed my desk and, well, it’s exactly the kind of thing that Gumshoe readers are going to be asking about. So look out below, here some some answers! The tease is from Joe […]
New Jersey just OK’ed online gambling. Nevada will soon go full tilt, as well. As my state (Maryland) is doing every thing legal to compete with casinos in West Virginia, I believe that over the next few years, most states that currently allow lotteries and gambling will not want to fall behind their neighboring states […]
I don’t generally “pick on” the same newsletter two days in a row … but, well, the folks at Motley Fool Rule Breakers are filling up the e-waves with their ads, Gumshoe readers are pleading for answers, and we aim to please. So today we’re sniffing out the pick that the Foolies tell us we […]
I think this will be the way to go for all future payment transactions since it uses your phone as a credit card. However, I can’t find anyway to invest in the company unless it is to support a deal they have with the carriers which is a lot of carriers. This seems risky with […]
This is the Friday File, our missive to our favorite members (yes, we mean “the people who pay us”), so we can be a bit more up front with you and not make you sit through the entire spiel (though we’ll give you a full spiel-look as well) … David Gardner is now aggressively touting […]
Ian Wyatt is selling his High-Yield Wealth newsletter by promising to help you get your first “gas rebate check” that can offset your high fuel expenses. Which sounds appealing, right? No one likes to fill up at the gas station, and people go gaga even for simple store card rebate programs that give you five […]
Well, we’ve already covered one non-stock idea this week (that was the “Phi Account” pitch about philatelic investments) … so we might as well jump right in and look at another. This time, it’s a lot easier and is based on pocket change. And no, it’s not the same pitch for pre-1965 coins that have […]
Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]
I’ve had quite a few readers write in to ask me about silver lately — there was a spurt of “silver will be better than gold” newsletter teasers over the Summer, and this latest pitch from the Insiders Strategy Group folks for their Macro Trader newsletter has been filling up the inbox … … so […]