Travis Johnson, Stock Gumshoe

Author Bio

Travis Johnson is an individual investor who founded Stock Gumshoe in 2007 as a way to air his dissections of overhyped marketing pitches... and to share the "secret" stocks that stock newsletters hype to get your attention and your subscription dollars. His thinking? If you already know what the "secret" stock is, you can make a much more reasonable and thoughtful decision about whether or not to commit to an expensive newsletter subscription. (And if you don't pay for the info, you'll be more free to think for yourself about whether or not the investment is worth your money.) In his charmed life he has been, among other things, a university faculty member, a fundraiser, a writer, and a world-champion ice-cream scooper. Now he runs Stock Gumshoe for you, allowing us all to discuss and dissect the latest overheated stock ideas... as well as review and talk about investment newsletters and enjoy the commentary and opinions of Stock Gumshoe's other special contributors and the discussion with our unusually attractive, erudite and polite readers. He lives with Mrs. Gumshoe and all their little Gumshoes in the wilds of Western Massachusetts.

Author Archives

  • Profit taking in options

    Just a brief note here to let you know that I’ve sold a little over half of my Shopify (SHOP) options position. I was pondering whether to hold on to this speculative position in the April $60 SHOP calls last month, since the one clear remaining catalyst before option expiration would be their quarterly report […]

  • Stop Loss Sale (partial) posted

    Just an FYI for folks who follow my personal “real money” portfolio — today, following Kerrisdale Capital’s short attack on Northern Dynasty (NAK), I sold an additional part of my warrant position when it hit my mental stop loss level of about C$2.50 (the stock was nearing C$3). That books a total profit of roughly […]

  • Annual Review – Income

    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 […]

  • Annual Review: Insurance and Conglomerates

    Throughout January these Friday Files are taking on the form of my “Annual Review” of my holdings, which will culminate in a clearer listing of what I own and focus on, including portfolio allocations that I have personally, and a clearer delineation between the stuff I write about because it’s interesting, and the stuff I […]

  • Annual Review — Technology

    Today I continue my annual navel-gazing for you, as I look at each position in my portfolio — though this year, as I mentioned in our kickoff last week, I’m changing the way I describe, report and follow these stocks for you, largely so that I can be clearer about my preferences and opinions and […]

  • Friday File: Technology Yield Appeal

    We’re breaking things up a little bit today for the Friday File — this piece is about some investments that interest me personally, and I’ve also got a teaser solution piece for the Irregulars today that you can see here. The investments that are most appealing to me right now are both in the technology […]

  • Recent Author Comments

    On Explaining "26(f) Programs" and the "Retirement Blackout" on April 10 teased by Keith Fitz-Gerald
    You're referring to the ad, not to my article. These are just mutual funds -- if you own a bunch of them and diversify, you're likely to have returns that are awfully similar to the long-term returns of the S&P500 -- roughly 8-10 percent a year on average[...]
    On Stansberry Venture Value
    We've written about some of those and had a discussion of it in the comments here: http://www.stockgumshoe.com/reviews/stansberry-venture-value/porters-10x-venture-value-ad-spurs-some-friday-guessing[...]
    On Porter's 10X "Venture Value" Ad Spurs Some Friday Guessing...
    When I read those words my mind immediately jumped to Copart for some reason, though that's definitely not it (revenue hasn't grown really that fast, and it's probably too big for this service). Will poke around a little. There is, by the way, no sense t[...]
    On Porter's 10X "Venture Value" Ad Spurs Some Friday Guessing...
    Rubicon? They're in ad serving and I prefer Criteo among the small players in that space. Why do you like Rubicon?[...]
    On Porter's 10X "Venture Value" Ad Spurs Some Friday Guessing...
    Thanks for the confirmation![...]
    On Porter's 10X "Venture Value" Ad Spurs Some Friday Guessing...
    Haven't looked at that one in a couple years -- how are their expansion efforts outside the Philippines going?[...]
    On Friday File: Portfolio Updates, Positioning and more
    Luna shareholders will get 1.05 shares of the new company in exchange for each Luna share. No, Altius shareholders do not receive shares of Adventus Zinc.[...]
    On Friday File: Portfolio Updates, Positioning and more
    Posted my best guess on that as a bonus today: http://www.stockgumshoe.com/reviews/stansberry-venture-value/porters-10x-venture-value-ad-spurs-some-friday-guessing/[...]
    On What's the "Secret '$50 Marijuana Stock Blueprint'" Pitched by Technology Profits Confidential
    Could be. I don't argue with the big picture that marijuana could be a large industry... but there are lots of huge and profitable industries where the average companies don't automatically make for profitable investments.[...]
    On What's the "Secret '$50 Marijuana Stock Blueprint'" Pitched by Technology Profits Confidential
    That's part of what worries me, I have no idea what pricing will be as the market matures, or who will have pricing power for the commodity (if anyone) -- I looked at marijuana years ago when medical marijuana first started legalization, and I kept coming [...]
    On "This Company's 'Tiny Dots' Promise to Turn the ENTIRE Renewable Energy Industry on its Head"
    QMC is the ticker for a different company (Quantum Minerals) on the Canadian exchange. I don't believe Quantum Materials trades anywhere other than the US OTC Market at QTMM (they're on the OTCQB, which is described as a "venture market" and ha[...]
    On What's the "Secret '$50 Marijuana Stock Blueprint'" Pitched by Technology Profits Confidential
    Glad to hear there are some real numbers floating around with some of these companies, at least. Are they profitable at those production levels, and do they have contracts for pricing? Are prices per gram on the wholesale level rising or falling, in gene[...]
    On Microblog: Steve McDonalds 9 digit code pitch
    McDonald recommends corporate bonds -- in the past, generally those have been relatively short term -- 3-7 years or so, if I'm remembering correctly, though that may change if their strategy or outlook changes. I haven't written about one of his pitches i[...]
    On What's the "Secret '$50 Marijuana Stock Blueprint'" Pitched by Technology Profits Confidential
    Have fun! They are giving wild rides, for sure.[...]
    On What's the "Secret '$50 Marijuana Stock Blueprint'" Pitched by Technology Profits Confidential
    I do t have any quarrel with the biotech stocks -- those rose or fall based on clinical trial progress like anything else, I think their fortunes have essentially nothing to do with the legalization story, so I think it's silly to bid them up based on whet[...]
    On What's the "Secret '$50 Marijuana Stock Blueprint'" Pitched by Technology Profits Confidential
    Good point[...]
    On What's the "Secret '$50 Marijuana Stock Blueprint'" Pitched by Technology Profits Confidential
    Income? Or revenue? What I don't have a handle on is pricing power in what will be a commodity market if strong brands don't emerge... but even $40 million a year, If you're referring to The market as a whole, is a small amount of income considered again[...]
    On Profit taking in options
    If the position were larger those would be considerations, thanks for the input -- I usually just keep it simple when I'm speculating on direction with a small bet.[...]
    On Explaining "26(f) Programs" and the "Retirement Blackout" on April 10 teased by Keith Fitz-Gerald
    Thanks for the feedback -- unfortunately, Marketplace has largely shut down Hulbert's Financial Digest, though it looks like he has restarted it on his own with a smaller universe of coverage.[...]
    On Navellier's "Why This $8 Stock Could Soar After January 20"
    Just saw this teaser pitch cross my desk again -- has been a good month for the stock, up about 25% since this article appeared about the tease from Navellier. Looks like that's partly because of a good quarter, partly because some other companies in the [...]

    This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. Nothing on this site should ever be considered to be personal advice, research or an invitation to buy or sell any securities. We also make mistakes and bad decisions sometimes, and our reasoning or data should be checked against trusted sources before they inform your investing decisions. Choices regarding how to invest your money or otherwise manage your life or finances are yours, we share only our analysis and opinion and all authors or commenters are individually responsible for the words and opinions they share here. Please read our important disclaimers and policies. Stock Gumshoe is supported by subscribers and by sponsors and advertisers. Stock Gumshoe's employee authors will disclose holdings in any stock covered at time of publication and will not trade in any stocks written about for at least three days after publication. Please see below for complete disclosure, disclaimer and policy information.