Big Can Get Bigger: updated thoughts on Facebook
Do investors have a tendency to overreact to trends and fad worries? Yep. Despite all the concerns about Facebook (FB) losing “eyeball time” to Pokemon Go or losing the “cool kids” to Snapchat or just...
View ArticlePalm Beach: “Issuing a strong ‘buy’ recommendation for ‘the next Bitcoin.'”
I can’t help it, my first reaction when folks talk to me about alternative currencies and digital currencies is, “boy, that’s stupid. What’s the point?” But I’m trying to be open minded, and I’m...
View ArticleFriday File: Earnings Thoughts and Updates
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...
View ArticleInsurance, Snow, REITs and Criteo — Earnings Check-in
I won’t be able to post our regularly-scheduled Friday File for you this week, since I’ll be preparing for my ride this weekend (thanks again to the many of you who have sponsored me!), and Stock...
View ArticleOpportunity in that “September 7 Announcement,” plus Ligand, Sandstorm and...
So… what’s been happening with the stocks I follow and write about for my favorite Irregulars? We’ve had a couple weeks pass since I last checked in, thanks to my vacation and the Pan Mass Challenge,...
View ArticleAugust “Idea of the Month”
Before I begin talking about this month’s stock idea, a brief update: I added a little bit to my Coresite (COR) holdings late yesterday. I’ve been hoping for lower prices down to the low $70s, but at...
View ArticleQuick Note: New Short Sale
Despite the fact that I almost never bet against stocks, either through shorting or put option buying, this is not likely to be shocking news for those who follow my Friday File commentaries. I wrote...
View ArticleWashout for my small non-metals royalty investment
Those of you who’ve been following Stock Gumshoe for more than a few months may have noticed that I love royalty companies — firms that don’t have to do a lot of work or incur a lot of costs, but just...
View ArticlePersonal Portfolio Shakeup
This is not a fundamental look at any of these stocks, but just a quick update on my personal portfolio. Like you, I have many priorities in my life… and some of those priorities changed a bit over the...
View ArticleFriday File: Apple, Miners, Wanna-Buys and more
There’s not one “big thing” that jumps out at me this week to blather to you about for your Friday File edutainment, but I do have a smorgasbord of thinklinations to share… including a few “quickie”...
View ArticleSeptember Idea of the Month: What about Deflation?
Time for some “Idea of the Month” thoughts for you, dear Irregulars. When you think the investing climate is a little more nerve-wracking than usual, why not go with a master investor who’s also...
View ArticleFriday File Delay
This week’s Friday File for the Irregulars won’t be finished on time for your edutainment — I will get that out to you either over the weekend or on Monday, depending on how my research progresses over...
View ArticlePenny Stock Millionaire’s “Be First In Line To Own the Tiny Startup That Just...
This pitch has been around the block a few times, starting early in the Summer, but there seems to be a big new push for it now — so I’m taking a second look. It was originally a “soft pitch” in a free...
View ArticleHospital Growth Continues
I like the deal that Medical Properties Trust (MPW) did this week — thought he market was less enthused. They are purchasing nine acute care hospital properties from Steward Health, which is not far...
View ArticleFriday File: A Volatile Quarter, A Rumored Buyout, and Future Buying...
I’ll be fairly brief today with my Friday musings for you today, because I’m off to the Grant’s Interest Rate Observer Conference on Tuesday next week and I expect I’ll be writing a few extra notes for...
View ArticleNotes from Grant’s Conference
I spent a day and a half in Manhattan to attend the conference run by Grant’s Interest Rate Observer and Jim Grant, and I’ll probably write some additional things about my take on the various...
View ArticleFriday File: A Few Grant’s Ideas, Including one “Nibble” Buy
There are a couple interesting equity-oriented presentations at the Grant’s conference that I wanted to think through a little bit more today… … the first one was from Mark Cohodes, a legendary short...
View ArticleFriday File: Ligand, Apple, Junior Miners and Katusa’s Montney
Politics has everyone in a tizzy despite the dwindling uncertainty of the US presidential election, interest rates continue to be either teensy weensy or negative, and the S&P 500 is still within a...
View ArticleA New “Dumb and Tiny” Personal Speculation
Getting a bit of your usual Friday File commentary out on the early side this week, since I made a personal purchase that I thought might interest my favorite Irregulars. And by purchase I mean “dumb...
View ArticleFriday File Earningspalooza — Data Centers, Auto Electronics, Google and More
NXP Semiconductor (NXPI) and Visteon (VC) both reported results this week, both pretty much in line with what I would have expected and pretty close to analyst estimates (Visteon earnings were well...
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