I get questions about my personal portfolio every day, and you know that I always write about the personal stock buys and sells I make on this site for you, my favorite Irregulars — so every now and then I like to share some updates on what my top holdings are and, particularly when there’s […]
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So has this recent weakness been a dip, or is it the beginning of real downward bear market or years of stagnation? Trick question. I Dunno, and neither does anyone else. But I still need to invest to grow my savings over the next 10-20 years or maybe more, so I’m still willing to buy […]
I have a few thoughts to share with my favorite Irregulars today for our Friday File (we also shared a new article from Doc Gumshoe earlier today if you’re interested). Today we’re looking at a few trades I’ve made this week (four buys and one sell), updating thoughts on a couple companies I’ve covered before, […]
This week I’ve got a lot of thinking to catch up on — there are several stocks in our Gumshoe Universe that have reported or generated some news of late, many of which I own, and I’ve got some thoughts on a lot of them to share with you. I started with my reaction to […]
Every year in January I set aside the monthly “share a favorite idea” pieces and do some reflecting on all the ideas we’ve shared in the past. This has been a good mental exercise and discipline as I’ve been forced to confront past mistakes and to check in at least once a year and reconsider […]
I get questions about my personal portfolio every day, and you know that I always write about the personal stock buys and sells I make on this site for you, my favorite Irregulars — so every now and then I like to share some updates on what my top holdings are and, particularly when there’s […]
I get questions about my personal portfolio every day, and you know that I always write about the personal stock buys and sells I make on this site for you, my favorite Irregulars — so every now and then I like to share some updates on what my top holdings are and, particularly when there’s […]
It was a little ugly to go from frolicking on the Florida beaches with the Little Gumshoes to wandering the cold and rainy streets of Toronto, but my trip to the Fairfax Financial Annual Meeting was worth the chill. Since I was there for Prem Watsa’s chat-fest, I came in a day early to check […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]
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 […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
26(f) ProgramThere’s a pitch to invest in what the author calls a 26(f) program. The authors encourages participation before April 10, 2017, when the Federal Government will declare a ”RETIREMENT BLACKOUT”. Investing in this type of fund supposedly out performs any other retirement fund. What can this be? It’s copy righted by Money Map Press.
We’re closing in on the end of my annual navel-gazing exercise in portfolio review, and today it’s time to look at the “income” stocks in my portfolio. During the week next week I’ll catch up with a few smaller positions that don’t fit into the neat sectors I’ve divvied up thus far, like Disney, for […]
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 […]
Let’s start with the bad news… we got quarterly updates this week from Charlotte’s Web (CWEB.TO, CWBHF) and II-VI (IIVI), both stocks I’ve bought fairly recently (IIVI just a few weeks ago, CWEB a few months ago), and those are both in the red. Neither one hit a stop loss yet, but what did we […]
Let’s start with a reminder this week that will lead me into a bit of blatheration (feel free to skip ahead to the first ****, this might veer into sanctimonious lecturing): Don’t double down with your retirement money. Taking extra investing risks might be appropriate for some folks who don’t have enough exposure to equities […]
The plan for today? Figure out what other name might be associated with Nikola Tesla, and use it as the name for a new-age company. Venture funding should flow without regard to merit, and you might just be able to go straight to an IPO and buy that private island. Nikola (NKLA) is taken, thanks […]
This is the third time I’ve bought an IPO on its first day of trading, and the second time I’ve bought exposure to a SPAC over the past year — hopefully it will work out as well as the others. I saw Chamath Palihapitiya speak at the Delivering Alpha conference on Tuesday, along with Starwood’s […]
Sometimes when the economy is worrisome, the markets tumultuous, and no “story” stocks get you particularly excited about near-term catalysts, it’s time to focus on beaten down asset classes that you can buy for cheaper prices — it may not be the low for these assets, of course (and it probably ain’t, I’m not that […]
OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]
Before I get into the point of today’s Friday File, I want to welcome the newcomers to the Stock Gumshoe Irregulars, and to especially thank those who joined up during our charity membership drive just before Christmas — we managed to raise a total of just over $2,600 for our two charities, and I was […]
Before I get into the point of today’s Friday File, I want to welcome the newcomers to the Stock Gumshoe Irregulars, and to especially thank those who joined up during our charity membership drive just before Christmas — we managed to raise a total of just over $2,600 for our two charities, and I was […]
The article excerpted below was originally published here on August 6 as a Friday File for the Stock Gumshoe Irregulars. It has not been updated, though the stock is up roughly 10% from that time. (For disclosure, I continue to be interested in the stock, but I haven’t bought the shares and continue to have […]
[The “Mainz” Teaser Term has been used several times, click here for the most recent articles] Today it’s finally time to get around to what has probably been the most-requested teaser ad of the last few weeks — if you haven’t seen it, it comes in under several different headlines all comparing this “Mainz” income […]
I’ve been saving this one for the Friday File, since it’s one of several similar stocks I’ve been thinking about for my own account — though I haven’t invested in the company as of now (and won’t for at least three days, per my rules). The teaser came from the same ad as the SVB […]
I’ve been saving this one for the Friday File, since it’s one of several similar stocks I’ve been thinking about for my own account — though I haven’t invested in the company as of now (and won’t for at least three days, per my rules). The teaser came from the same ad as the SVB […]
Now this is a pitch: “Everyone knows gold is a great investment. Since 2000, it’s gone from $275 to $1,250 an ounce. “But what if I told you there’s a special type of investment out there that’s not only beaten gold over the past decade but has practically destroyed every asset class on the market […]
There’s something just lovely about the humble quotation mark — throw a couple of ’em around a word, and you can put that word wherever you want and apparently face no consequences. This ad is for the Safe Haven Investor newsletter from Taipan, which is now edited by Kent Lucas, and, as usual, it’s pretty […]
This article is an excerpt from the May 21 Friday File (the extra commentary that paid members of this site receive) — but I’m still getting a lot of questions about Dan Ferris and his farming stock, so what follows is the part of that note regarding the teased agriculture company. I have not updated […]
The folks at StreetAuthority are running a teaser along the same lines of several they’ve run in the past, one that touts the “rarest securities on earth” — these are Enhanced Income Securities, they are sold by different names but essentially are just stapled securities, a high-yield bond tacked on to a share of stock, […]
I have no idea what on earth is going to happen in the markets. Just wanted to get that out there for you, in case it wasn’t clear. Rapid trading and the instant information age have brought so much volatility, and so many pieces of news that people feel a need to trade on that […]
On this bright and sunny Spring day our thoughts turn … to Mark Skousen. He’s selling subscriptions to his Forecasts & Strategies newsletter, and his pitch is that he predicted the 1980s boom, and warned investors that corporate profits were peaking in early 2007 … and that he’s got the best ideas for you to […]
Before I get into today’s thoughts about New Flyer and some similar income securities, I should just mention that two of the stocks I’ve profiled as “Idea of the Month” picks reported news-heavy earnings today — one spectacular and including a dividend increase and a 10% jump in the share price, one terrible, including a […]
I remain entirely surprised by the extent of the stock market rally this year, and by the optimism of the investing punditocracy as they predict massive gains ahead in the markets as the economy improves in 2010. I’m no macro maven, and I certainly can’t predict the future any better than anyone else, but I […]
I remain entirely surprised by the extent of the stock market rally this year, and by the optimism of the investing punditocracy as they predict massive gains ahead in the markets as the economy improves in 2010. I’m no macro maven, and I certainly can’t predict the future any better than anyone else, but I […]
This month I actually did a lot of pondering about which idea rattling around in my head would be most useful to share with my favorite folks, the Stock Gumshoe Irregulars (yes, that’s you!). For a while I was considering an obscure closed end fund that owns a big chunk of a private insurer, but […]
This month I actually did a lot of pondering about which idea rattling around in my head would be most useful to share with my favorite folks, the Stock Gumshoe Irregulars (yes, that’s you!). For a while I was considering an obscure closed end fund that owns a big chunk of a private insurer, but […]
This article below was originally written for the Irregulars in their Friday File and published on June 23. It has not been updated or edited, but the ad is still circulating with similar, if not identical, language. In regards to disclosure: Though I did own shares of Royal Gold, as noted below, at the time […]
Recent reports indicate that investor enthusiasm for bond mutual funds is continuing to climb — that may well be an indicator of fear, or a prescient move on investors’ parts to avoid another stock downturn, or simply a need for an aging population to protect retirement assets, it’s impossible to know exactly why these trends […]
I’ve picked a lot of stocks that have stunk for my “Idea of the Month” writeups, especially the first few I did before the market collapse last fall … and many more that are within a stone’s throw of the S&P 500 in either direction (and therefore not very exciting). But one that has been […]