Irregulars Annual Review

by Travis Johnson, Stock Gumshoe | January 26, 2016 5:45 pm


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Checking in on my personal holdings and Irregulars suggestions

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Source URL: https://sgumdev.stockgumshoe.com/2016/01/irregulars-annual-review/


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William Staton
William Staton
6 years ago

I have written osure tech and the cdc to set up testing centers at points of entry to tthe USA to prevent the spread of the hiv, hvc, hvb pandemics that are currently spread by people coming in to the USA from outside. This company is also developing an Ebola test. I told them we need to set up this shield to protect Americans unexposed and exposed and also to vaccinate the USA public against theses pandemics.
Sent from my HTC One max on the Verizon Wireless 4G LTE network

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rernst1975
rernst1975
6 years ago
Reply to  William Staton

I am confused. What company are you talking about? None of the Irregulars Annual Reviews seem to be involved in this process.
Thanks

rernst1975
rernst1975
6 years ago

I think I found out that you the “r” off the osure tech, I think you meant to say QraSure Tech.

Thanks

cpt000
6 years ago

Hi Travis, GMLP was recently profiled in OIl and Gas investments – can you care to comment on it? Looks interesting.

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jfenlin
jfenlin
6 years ago

As you are REIT aficionado, do like any of the beat up hotel REITs, my favorite is APLE which has yet to established solid credibility, damaged goods as it was part of a non-traded REIT family, not many happy campers that participated in that dicey sub-asset class (gory details upon request). Extensive details on why I like it so much upon request, HPT is interesting with the hard to replicate “truck stop” portfolio in the mix. Missed CLDT when it got very cheap for a few days. Also are you familiar with NRE an absolute A European “Gateway City” office portfolio that is managed for $US returns, the largest piece was funded buy a very cheap Euro denominated mortgage, to a bit of a structural hedge right there, multinational tenants (Many U.S.) By rent ranks it’s UK, Germany, France, with Madrid Brussels in the mix. ARE has come back to earth and not even a close second in this sort of “Life Sciences” REIT, while fairly large is still in global growth mode. Finally I believe that in my data center basket it is good to have some CONE as it is somewhat differentiated and recent acquisition is nicely complementary. Fears of its exposure to the energy industry are hugely overblown. The few big ones that were thinking about building some of there own have shelved for a long time (Discretionary Cap Ex is not popular in this sector, and won’t be for a while).

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frankw17
6 years ago

Travis, thanks for the summary. You must
be a little more optimistic with $FB up $11.40
after hours on VG earnings.
Regards,
Frank

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joevan30000
joevan30000
6 years ago

Travis,
Any thoughts on Pershing Square Holdings (PSHZF)?
Thanks,
Joe

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pschelker
6 years ago

Travis,
Do u hav an opinion on CK Hutchinson (CKHUY) . Maybe u r bearish on all Chinese
stocks. As u may know Hutchinson Whampoa was re-organized in the summer of
2015 to add all Li Ka-shing’s holdings under one holding company for the benefit of
his son to succeed him. CKHUY was recently trading at $US 12 per share at TD
Ameritrade. No foreign security fee is charged for this ADR (1:1) which trades over-the-
counter in the US.
Thanks Travis ————— Peter J Schelker, Irregulars member

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backoffice
6 years ago

Thanks Travis that’s about what I was looking for.

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Funguy
Funguy
6 years ago

GRC appears to be connected to an alleged fraudster with Abaca Solutions, in which GRC invested $1MM in 2014, with another $1MM possibly involved. A story broke this past weekend in Canmore, AB where Abaca is located (?). I sold my position in GRC as a result since they are, IMO and if allegations are correct, an of course if I’m reading this all correctly, not engaging in proper due diligence before committing assets.

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steven
6 years ago

Travis, where does VGHCX stand? Are you buying it on this dip?

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cw99
6 years ago

Travis,
I can’t remember what you ended up doing with $LGND, but noticed it is now up to around 100 again. Remember a few yrs ago when that short-selling jerk analyst said the company was worth “zero” and everyone dumped, the stock plummeted? I should have bought then. what do you think about it now? I know it’s pretty richly valued, but they keep signing with companies and getting more and more royalty agreements.

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cw99
6 years ago

Sorry, Travis. I read your article, but I must have just had a stroke and missed your 2 paragraphs on $LGND. Thanks for the info.

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bosley
6 years ago

FAIR WARNING: My track record isn’t very good, but I sure like $ICON with Cuneo as CEO and all the Peanuts money coming in. This could double or better in a couple months. There’s a lot of negatives already priced into the stock, and it has a large short interest. Any good news and watch out.

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sunnyca
sunnyca
6 years ago

Travis: not sure if you read or respond to old posts but I am just getting caught up on my Irregulars reading and wanted to understand how these JPM warrants work. If I buy 100 JPM-WT at say $17 (my cost $1,700) with a strike price of $42 and come October 28, 2018, the price of JPM stock is just $50, does this mean one loses 100% of the amount invested, in this case $1,700?
Thank you.

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sunnyca
sunnyca
6 years ago

Thank you for your very prompt response. Much appreciated.
Kind regards

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SoGiAm
6 years ago

Today is World Book Day… let us know what book you’re currently reading… #LoveReading #WorldBookDay: https://twitter.com/NationalDays/status/705353448099864576/photo/1

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pretiupreti
pretiupreti
6 years ago

Travis
I have just joined your community. I am kind of thinking to put some money on TRXC. What is your take on this stock ? Would appreciate your thought on this. Thanks
Gopi

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Lannas
Lannas
6 years ago
Reply to  pretiupreti

$TRXC- Gopi: If you haven’t read it start here.
http://www.sgumdev.stockgumshoe.com/2015/07/the-second-coming-of-transenterix/
Then join the BIO current thread here.
http://www.sgumdev.stockgumshoe.com/2016/04/eavesdropping-on-the-huddle-at-zafgen
Long TRXC and Dr.KSS

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SoGiAm
6 years ago
Reply to  pretiupreti

Welcome to the Gummunity pretiupreti. This article shall reveal the principles of TRXC – The Second Coming of TransEnterix? http://www.sgumdev.stockgumshoe.com/2015/07/the-second-coming-of-transenterix/ and this link shall give you a look under the hood of StockGumshoe: http://www.sgumdev.stockgumshoe.com/2014/11/first-steps-and-favorite-tools-for-new-investors/ Long Gummune, $TRXC Best2You-Ben 🙂

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