Monkey Watch List 9-22-20

 This list is just a list to investigate. Currently I have no information on them. Just stumbled into doing research for another side gig I have.

Industria de Diseño Textil, S.A. (Spain Exchange BMAD, Symbol ITX)

Brink's (NYSE: BCO)

Carter's Inc. (NYSE: CRI)

Appien (APPN)

Zoom (ZOOM)

I will update as I find more stocks or eliminate stocks on the list.

Added on 9-22-20

Bandwith (BAND)

American River Bankshares (AMRB)

The Monkey Portfolio Lives

 Last time I checked in, I was making a highly speculative move in FLMN. Guess what, I've lost my ass in my initial investment...guess what. I'm not in a position to invest right now...but I'm mustering some capital to double down on my investment. I still think FLMN has room to explode. Again, it is a highly speculative move and I'm not putting a lot of money into the holding but I think it's worth the risk at this point.

The Covid-19 pandemic has brought the global economy to a grinding halt. I sense opportunity.

I've been inactive in investing for the last eight years. Mostly due to personal reasons and not having the funds to invest. Without getting into details. the scope of my job changed and I looked for other ways to earn income. I've taken on two side gigs...both have potential to make decent income but for now I have two new income streams. Most of it will go to pay down debt incurred over the last eight years. Some of it will go to my new found will to invest.

One of my jobs will make the first payoff at the end of September. My goal by that time is to have at least to stocks researched and ready for purchase.

I've already done preliminary research by running a few stock screens, subscribed to a newsletter and downloaded some free resources. Based on these sources, I'm building my watch list to decide what is worth researching further and what I can immediately eliminate.

Over the next few weeks, I hope to post a few things:

• whittled down watch list
• research on watch list
• investing philosophy 
• investing strategy
• exceptions to investing strategy
• brokers I use
• all topics relevant to decisions I make

The purpose I do this if for education. Everyone's situation is different so I make a standard disclaimer: Do your own due diligence. Only you know your situation. My buys are based on my financial situation and are the best for me at the time I make my decisions. 

I also believe in full disclosure, I will reveal all my positions and if I'm buying, selling, holding, accumulating etc...

So for full disclosure...I only own two stocks: XOM and FLMN...

ExxonMobil (XOM): is a hold for me....my recommendation for others is run away...hold if you own but don't add to your position....if you don't own, don't buy...I own but am not adding to my position.

Falcon Mineral Corp (FLMN) is highly speculative. I'm adding a very small position to what I already hold. My recommendation is don't buy if you don't a position. Hold your position if you own. 

Now for my Way To Early Watch List: JD.com, Zoom, Appian and HubSpot.

 

Stock Buy - Osprey Energy Acquisition Group (OSPR)

Updated 7-31-19

A few notes on this investment. The price currently sits at $7.91 and is not unexpected.

I haven't had a chance to review the latest filings to see if my investment thesis has changed. Some investment advice for free: it's not very wise to not read keep up with your investments on at least a quarterly basis. I don't watch the stock ticker daily.

Osprey has undergone a couple of changes since I last posted.

First, the acquisition of Royal Resources LP was completed. In conjunction with the closing of the deal, Osprey changed its name to Falcon Mineral Corp and is trading on the NASDAQ as FLMN.

I will post more updates once I spend some time reading the latest filings.

Original Article - 6-22-18

I've wanted to get back in the investment game again. It's not really a game. I carefully consider the risks involved and the potential returns.

After careful consideration I decided to invest in Osprey Energy Acquisition Group.

OSPR is a blank check company that acquired mineral rights to leases is the Eagle Ford shale fields.

Make no mistake, this is a high risk investment. Currently, outside of the IPO and some warrant placements, the cash flow is nil, nada, zero.

What I'm buying is future earnings and cash flow that is currently untapped in the ground and the management team has the ability to create cash out of the ground. I'm also buying on the management teams past history of unlocking value from high risk situations.

There is a higher than usual risk of losing capital in this investment. My investment thesis rests on the potential of converting natural resources into cash.

When I write about investing, I never reveal a dollar amount I invest. I refer to positions. A full position refers to the amount I consider the most I'm willing to invest in most stocks I buy. Based on my investment thesis, I may buy a higher or lower amount of a full position.

For OSPR, I'm debating on how much to buy. I'm purchsaing my first batch in a week. I'm leaning to buying an initial half of what I consider a full position. My ultimate goal to buy a minimum of a full position and possibly over by a third.

My preferred entry price is $12.50 per stub. My goal is a minimum of a double but that would be a major disappointment. I believe that the initial investment will return ten times my investment.

Again, this is a highly speculative investment with high risk, high reward potential.

Don't buy on my writing. Do your own due diligence.

Updated Watch List 04-11-18

I've been waiting for the Saudi Aramco IPO. It was supposed to happen in the first quarter 2018. We are eleven days into the second quarter.

So what is the next best way to get a piece of the Saudi action? You know, wet your beak a little? Invest in companies with ties to the House of Al Saud.

A Little Background on Me

 I work in the O&G business...Oil & Gas. One of the best pieces of investment advice I can give is "invest in what you know." So I look for opportunities in my industry. I don't often find to much.

But it doesn't hurt to keep a watch list in my industry.

What Do I Know?

One of the reasons I'm interested in the Saudi Aramco IPO is because not only am I in the O&G business but I've been involved in Saudi ventures. 

Disclaimer: I don't own stock in any Saudi companies, subsidiaries or have any insider knowledge of any Saudi moves. What I know is from public info and nothing proprietary from my experience in the business.

It's no secret that the Saudis want to diversify. They are starting to realize that they cannot sustain drilling and selling oil. There is more money to be made in diversifying into all aspects of the petrochemical business.

SABIC (Saudi Basic Industries Corporation) is opening a massive project in Corpus Christi, Tx. 

Saudi Aramco just announced a big investment in TechnipFMC which is a public company. Honeywell UOP is also discussed in the article but they are not a publicly traded company. The article is worth the read.

Up In Smoke

John Boehner is joining the board of Acreage Holdings. Unfortunately they are not a public company either but it's worth looking for investment opportunities in the growing marijuana field.

Stock Watch - Louis Vuitton Moet Hennessy LVMH

8-17-17
One way to get investment ideas is to see where the money flows to from consumers. Being married, I started watching my wife's favorite brands that a single man wouldn't notice.

One of her favorite stores is Sephora. While at a Sephora location in a huge high end Texas mall, I noticed the amount of women that packed the store. So I decided to do a little digging.

Sephora is part of a larger company based in France - the LVMH group. My jaw dropped when I saw the businesses owned by LVMH. The stock ticker symbol derives from three of it's business lines: Louis Vuitton, Moet and Hennessy. Recognize those brands? Pretty high end.

It goes deeper. LVMH owns over 70 business. Or Houses as they like to call them. The Houses are divided up into six business sectors: Wine & Spirits, Fashion & Leather Goods, Perfumes & Cosmetics, Watches & Jewelry, Selective Retail and Other Activities.

This is just the surface. I'll post all my LVMH rantings, research, commentary and ultimately if I think it is worth ownership.

Investor Education - The Most Important Metrics for REIT Investing

One thing that is important when you do you own investment selections is to understand what you are buying and how to investigate the underlying business.

There is always risk to investing. An investor cannot simple remove risk. What an investor can do is lower the risk factor by education. Armed with information, an investor can make a prudent investment for his risk tolerance.

All that stated, anytime I find a news article or website with what I feel is of important investment educational value, I will post the link under the heading Investor Education.

Real Estate Investment Trusts (REITs) are great income generating investments. However, REITs are not for every investor. How does one determine if REITs are proper for one's individual portfolio? Learning what an REIT is and how it works as well as how to evaluate an REIT is the key.

Linked article is The Most Important Metrics for REIT Investing by Brian Bollinger of Simple Safe Dividends. Click on the hyperlinks for more info on Bollinger and his newsletter.

Happy investing! As always, I present my research for educational purposes only. Please due your own due diligence before you invest. Mentions of my personal transactions are for full disclosure and education purposes and are not recommendations on my part for anyone else.

Starting From Scratch

Greetings all from Monkeyland.

I'm starting my portfolio over. A few years ago, I sold off all my holdings to buy a house. That was fantastic decision as I later sold the house for a sizable gain.

I've decided that now is the time to restart my investment portfolio.

You have to start from somewhere, so today I begin by assembling my watch list.

I signed up to receive an email from Daily Trade Alert. I try to scan it and read for ideas.

A while back, I talked to a coworker about the cannabis industry as a growth play. Lo and Behold, an article with seven cannabis stocks popped up on Daily Trade Alert recently.

The link is These 7 Cannabis Stocks Are Legal Monopolies.

The seven stock mentioned in the linked article:

Happy hunting as this is my first official watch list additions.  I'll keep this updated as I investigate each potential holding.