One of the ideas that I’ve been coming back to again and again is infrastructure — not necessarily just the kind of physical infrastructure that I talked about last month with Ferrovial, or things like power and highways and pipelines, but the basic kind of underlying businesses that keep other businesses operating. And in the […]
Articles
- Most Relevant
- Most Recent
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 […]
We’re sharing another “Thoughts from Myron” piece this week as well, so I’ll keep my Friday comments a little briefer than usual. You can catch that latest piece from Myron here, hopefully you’ll find the different perspective he brings to be useful or illuminating in some way. I had Seadrill on the mind earlier this […]
Several stocks I own or write a lot about have some news (or have made some big moves) in the last week or two, so I’ll focus on answering some of the reader questions and updating my opinion on those this week. Altius released their results, so we’ll take a gander at those since lots […]
Happy weekend, campers! Here’s a good quick read for you to start the weekend from Vitaliy Katsenelson, who is a smarter guy than me. It’s called Want to Be a Better Investor? Stop Staring at Your Portfolio… and it got me thinking a little bit. Here’s a little excerpt: “You spend hundreds of hours on […]
Crazy earnings week, eh? That leads me to a few adjustments to the portfolio, as my opinions have changed about a few stocks at the top of the Real Money Portfolio. So this week your Friday File is another run through a hodgepodge of stocks, starting with the one that I think is looking most […]
Today, dearest Irregulars, I’ve been a bit thwarted in my efforts to find new and intriguing investment ideas for you — that is, I’ve found some, certainly (they’re always out there), but they haven’t matched the template for what I generally like to share with my favorite readers (yes, that’s you). The first one I […]
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 […]
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 […]
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 […]
A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]
This month we’re looking at something a little bit different — it’s a publicly traded Master Limited Partnership (MLP) that I’ve been interested in for a while (I don’t own shares of this one currently). But it’s not like the typical MLP, most of which are energy transportation businesses that own pipelines, storage facilities, or […]
All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]
This month we’re looking at something a little bit different — it’s a publicly traded Master Limited Partnership (MLP) that I’ve been interested in for a while (I don’t own shares of this one currently). But it’s not like the typical MLP, most of which are energy transportation businesses that own pipelines, storage facilities, or […]
October 10 Update: I sold Loews, and can’t urge anyone to buy or hold it here. Did anyone say “no take backs?” I sold my Loews shares today, less than two weeks after writing the following analysis. They remain cheap relative to their “competitors” like Berkshire and Markel, but those two and so many others […]
Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]
Today I continue my annual navel-gazing for you, as I look at each position in my portfolio — though this year, as I mentioned in our kickoff last week, I’m changing the way I describe, report and follow these stocks for you, largely so that I can be clearer about my preferences and opinions and […]
WORKING TOWARD MORE EFFECTIVE GUN REGULATIONS WITH #NEVERAGAIN#NeverAgain is a new American student-led organization that advocates for tighter regulations to prevent gun violence. It was started in February, 2018, by 20 students at Marjory Stoneman Douglas High School in Parkland, Florida, after 17 people were murdered by a shooter armed with an AR-15 style semi-automatic rifle, and now has tens of thousands […]
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. I don’t know whether Eric Sprott has ever presented at a Value Investing Congress, but I have never seen him speak before. He is a giant figure in asset […]
I’ve been browsing around using stock screens for a few weeks now, thinking about “cheap growth” — the strategy of buying stocks that are showing above average growth but that aren’t being given a premium price based on that growth rate. There’s no pure science to determining what “cheap” means, but I often find myself […]
I’ve gotten a lot of questions about this latest ad for Lee Lowell’s new Instant Money Trader — he tells us that this is the “Safest Income Strategy on Earth,” and that it’s the “only strategy that pays you first — without you having to buy anything or pay out any cash whatsoever.” Lowell is […]
This month we’re looking at something a little bit different — it’s a publicly traded Master Limited Partnership (MLP) that I’ve been interested in for a while (I don’t own shares of this one currently). But it’s not like the typical MLP, most of which are energy transportation businesses that own pipelines, storage facilities, or […]
This article was originally written as a Friday File for the Stock Gumshoe Irregulars two weeks ago, on June 5. It has been slightly edited, but not updated for current prices (the stock teased is down significantly from that date, the commodity in question is also down a little bit). How about another sexy teaser […]
This month we’re looking at something a little bit different — it’s a publicly traded Master Limited Partnership (MLP) that I’ve been interested in for a while (I don’t own shares of this one currently). But it’s not like the typical MLP, most of which are energy transportation businesses that own pipelines, storage facilities, or […]
There are two great things about being a marketing copywriter — first, if you put it in quotes, you can say almost anything … and second, there are already a thousand successful ideas out there, you don’t need to come up with a new one each time you’re looking for an angle. This time we’re […]
I hope all of you Irregulars are having a delightful Friday — here in the nation’s capital it’s raining (actual precipitation, not just the cash coming down from Ben Bernanke’s helicopters) and grey, and your friendly neighborhood Gumshoe needs a bit of a pick me up. So what fits the bill for today’s Friday File? […]
I hope all of you Irregulars are having a delightful Friday — here in the nation’s capital it’s raining (actual precipitation, not just the cash coming down from Ben Bernanke’s helicopters) and grey, and your friendly neighborhood Gumshoe needs a bit of a pick me up. So what fits the bill for today’s Friday File? […]
“Why Warren Buffett … The Obama Administration… T. Rowe Price … Even Big Oil Now Crave This $8 Company’s Revolutionary Technology “… And how following their lead – right now – could easily triple your money within the next six months!” So begins the new version of a teaser I’ve seen for months but never […]
“The Easy Way To Ride One Of The Most Profitable Bull Markets In History “Don’t let oil’s current price fool you this time. “Thanks to an already guaranteed shortage – just around the corner – these low prices won’t be around for long. ” That’s the scenario of the new teaser from the Pure Asset […]
This ad is from Bryan Perry’s 25% Cash Machine, which I haven’t written about very often — it’s an income-focused letter, but a bit more aggressive than some of them (thus, the 25% Cash Machine title, which clearly stokes heartier fires than, for example, Tom Dyson’s 12% Letter, though their aims are often similar). But […]
“Silver Hits Critical Levels – U.S. Mint Halts Production of Silver Coins “New Gov’t-Regulated $1 “Silver Shots” Poised to Skyrocket 12,785% “Forget about silver coins, ETFs and silver mining stocks. New $1 “silver shots” give you a very real opportunity to turn $10,000 into $1.3 million by year’s end. “But you must act by June […]
We started looking at this ad for Alexander Green’s New Frontier Trader yesterday, sniffing out that the Latin American telecom poised for huge gains was America Movil … now, to take a gander at the other two. The big spiel here is essentially an argument for foreign investing, though more specifically the claim is that […]
Eric Roseman is at it again, it appears — a few months ago I wrote about an ad of his that was based on some very sketchy assumptions, an ad that promised you could buy gold for a $600/ounce discount. There was a little truth to it, of course, but not $600 worth … and […]
I intended to work some more on Peter Schiff’s picks today, but the level of interest in that piece yesterday was, well, underwhelming — so I’ll work on something else for a bit and come back to our friend Mr. Schiff a bit later. Today I wanted to take a look at an ad that’s […]
“Why gamble on long shots when you can secure steady 9%, 10%, and 18% payouts? “Thanks to an obscure 1987 tax reform, the 3 energy companies you’ll read about below are legally required to hand you supercharged cash payouts on a regular basis — no matter what happens to the price of oil and gas. […]
“The Credit Logjam has Broken. We’re all back in business again. Here is how to get back twice what you lost.” That’s how our latest ad for investigation opens — and someone forgot to tell Stephen Leeb’s copywriters about the exclamation point, this is not nearly exciting enough. Let’s have a little spirit, people! The […]
One of the introductions to this ad reads thus: “Use this code: CKUCU. “If you go to your brokerage account today… type in stock ticker COF… and enter the code’s 5 letters – you’ll receive $920 within 5 minutes.” But the more fun introduction, the one that’s probably really getting peoples’ attention, is this: “Use […]
We close out the week with a look at the “Income Security of the Month” — Carla Pasternak puts one of these out each month as a teaser to get folks to subscribe to her High-Yield Investing newsletter, and we’ve looked at several of them before — it’s been a hodgepodge, the Korea Fund and […]
Who can resist a headline like that? High yields, low risk … that’s pretty much the holy grail for investors these days (well, except for those who haven’t yet given up on finding the next Google, or the next Seabridge Gold). So what is this all about? Today I’m working with just a wee snippet […]
Quite a number of you have sent notes to me about these, um, notes lately — if you’re on many of the newsletter or financial mailing lists you’ve probably seen them, too. This is a teaser that promises … “Buy this investment today and “lock in” a minimum gain of 244% (It could possibly even […]