Friday File: A Sell, One Long-Term Buy, and some Speculations
I have one relatively substantial portfolio change that I telegraphed to you last week, and which has been spurred by a recent dip in one stock and good news from another. I have sold about two thirds...
View ArticleFriday File: MORE Insurance Blather, Valuation thoughts, and some buys and sells
Weekly escalations in nuclear threats, record-breaking hurricanes… what is it going to take to shake investor sentiment for more than 24 hours? The S&P 500 is ending the week only down about a...
View ArticleFriday File: Uranium, Growth and Earnings Updates (plus one buy)
So what’s going on in the world this week? Uranium caught my eye… dominant uranium miner Cameco (CCJ) is suspending production at some of their Saskatchewan operations, so the other uranium names took...
View ArticleFriday File pt. 2: Annual Review continues
A few more company updates for you as we finish up the Annual Review… almost done now, though a couple stragglers remain. Medical Properties Trust (MPW) ~2% position, $9.87 cost basis, currently ~12$....
View ArticleFriday File: The Big List, plus a buy on great earnings and a few speculations
The ides of February are dismal and dreary here in the wet and grey Pioneer Valley of Massachusetts, but we remain hopeful of the sunshine to come. What do I have to share with you, dear Irregulars, as...
View ArticleFriday File: Royalties, Scams, Buffett, and Gold
So… what’s been happening to the Real Money Portfolio stocks this week? What else caught my eye? No transactions this week, but plenty of stuff to think about… Clean TeQ Holdings (CLQ.AX, CLQ.TO,...
View ArticleFriday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a...
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...
View ArticleSmallcap Discoveries says “Big Pharma NEEDS this company to cure cancer” and...
I’ve only written once about the Smallcap Discoveries service, so when several readers sent in questions about its “what if you could live to 200?” pitch, I decided to dig in a little. Longevity is a...
View ArticleFriday File: Portfolio Transactions Catch-up (2 sells, 5 buys)
Hello, dear friends — I have a few portfolio updates to start with as I get you updated on a few trades that triggered since I last wrote, so adjustments to the portfolio (including a few buys and...
View ArticleFriday File pt. 2: Real Money Portfolio Update
Ligand (LGND) started us off on Monday with a huge “beat and raise” quarter — which was already at least partly in the works, since they had raised expectations earlier and made a big deal with WuXi...
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