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

  • Friday File: Earningspalooza Part Two

    Lots of news on companies in my Real Money Portfolio this week, so I’ll try to keep it fairly brief and share my updated thoughts on a bunch of them. Here goes! Shopify (SHOP), the e-commerce service provider that has been so aggressively pushed by the Motley Fool over the past year, released another fantastic […]

  • Friday File: Earningspalooza Begins!

    I’ve got some notes (mostly brief, I hope) to share about the various quarterly earnings reports that have hit my Real Money Portfolio stocks this week… but I have gotten a pile of reader questions so I wanted to start with a look at Sandstorm Gold (SAND), which announced a pretty big deal earlier in […]

  • Small Buy Note — Mutual Conversion

    I’m on vacation this week so won’t be penning my regular Friday File, but I did want to note that I just did get an order filled for a small position in PCSB Financial (PCSB), the bank that did a mutual conversion offering to its account holders last month and went public on the Nasdaq […]

  • Small Personal Buy

    As I noted was my intention in the Friday File last week, I’ve now added Skyworks Solutions to my personal portfolio… it’s going in as a 0.5% position at roughly $98 a share, for those who are keeping track (it will be in the next update to my Real Money Portfolio). No other real news, […]

  • Starting to Track 2017 Teaser Picks

    Today I’ve gotten bogged down in a couple articles that haven’t yet reached fruition, but I also have some good news — the redoubtable Lynn, who keeps so many things running smoothly here at Stock Gumshoe despite my best efforts to gum up the works, has gotten our initial 2017 Spreadsheet up for your consideration. […]

  • Bonus Buy Note: Real Money Portfolio

    I must confess having made another iconoclastic little investment this week — even as I make clear that although I’ve really invested in it, and it’s in my Real Money Portfolio (with a likelihood that I will ignore it for a while as it settles in as a newly public company), it’s extremely illiquid and […]

  • 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 […]

  • Recent Author Comments

    On Friday File: Venture Gold from Curzio, plus A Few Buys and a Sell in the Real Money Portfolio
    Good point. Their biggest portfolio concentration right now is in hotels.[...]
    On Friday File: Biotech Insider Alert hints at "128,756% Sales Growth on June 23"
    Just took a look at Bellicum, this is getting quite ridiculous a week after the ad got rolling. Money Map promos are so aggressively pushed that I'm afraid lots of folks who saw those teasers must really believe that there's huge news coming over the next[...]
    On Looking at the "Could Act of Congress #5748 Make You Rich?" Ad from Laissez Faire Letter
    Haven't heard of that one -- there are now thousands of new cryptocurrencies, with new ones getting created every day, and I assume that 90 percent of them will not exist in five years.[...]
    On What's Jeff Brown's "Vaccine" for "cell phone disease?"
    Hard to argue with that, though it was also true at $60 and $100 and $120 and $140...[...]
    On Microblog: Gold and Silver and Hard Assets after Trump's Inauguration...2017
    That's not what I see on our test machines, but I'll look into it.[...]
    On Friday File part one -- Real Money Portfolio updates
    Not particularly, though I don't own that one and haven't looked at the details lately.[...]
    On Friday File: Biotech Insider Alert hints at "128,756% Sales Growth on June 23"
    Some hope that there will be another bidder to force the price up. I'd be a little surprised, given the current challenges and valuation at Whole Foods, but it's possible.[...]
    On Friday File: Biotech Insider Alert hints at "128,756% Sales Growth on June 23"
    I think that was the "Richard Griffiths" example, or something like that -- a reference, I'm pretty sure, to the real case of Richard Grady, which is described in this AP story.
    On What's Dave Lashmet's "Biggest Ever Breakthrough for treating Alzheimer's Disease?"
    They'd certainly like to believe they are. Anavex's drugs have been overpromised so many times over the years that I grow more skeptical each time, but they are still trying -- still in Phase 2 with their most advanced Alzheimer's Disease drug, they expec[...]
    On Long Idea of the Year
    I have no objection, just go to "start a discussion" and fire it up as you will. Some will love it, some will not, all can avoid it if they wish.[...]
    On Friday File, part two: A Look at some Goldies
    I think the companies impacted are already a bit depressed because of the pending rebalancing (which has been talked about for several months now), so I don't expect big changes tomorrow or next week. I don't have a lot of exposure, but Pretium, First Min[...]
    On Chris Mayer's "This is the most urgent and compelling investment situation I’ve seen since 2014…"
    That's a pretty restrictive valuation, the stock opened at $15.76 and has traded above $16 every day since, so if the $15.50 is true sounds like Mayer wasn't able to get in yet. I opened a position personally in the low $16s on IPO day and added to my [...]
    On Microblog: Great Stock Picks
    I haven't looked at any promos for that Pinnacle service yet, thanks for the heads-up. I know Home Bancshares has bought several smaller banks across the South over the past decade or so, and they appear to be pretty richly valued at 2.5X book, but don't [...]
    On Microblog: dr jim moores
    Hello, that ad has been running for a couple months -- we covered it one in some detail here:[...]
    On Can you really "'Backdoor' Fortune 500 Accounts?"
    I don't know the tax rules, but the US and Canada have pretty tight tax treaties so I'd be surprised if there were such a firm restriction as that. I've certainly owned other Canadian pass-through entities and paid my taxes North of the Border, mostly as [...]
    On Can you really "'Backdoor' Fortune 500 Accounts?"
    Their basic recommendation is that you DO buy the REIT. You don't buy the original stock (Walmart, for example), you buy the "backdoor" REIT instead (Smart REIT, in that case). Sorry if that wasn't clear in my musings above.[...]
    On Friday File part one -- Real Money Portfolio updates
    Ha! No sooner do I sell the stock (Physicians Realty) because I don't see them having a good pathway to a higher dividend in the future, then they actually raise the dividend. Surprise! It's not a big increase, about 2%, and I still don't think they a[...]
    On Microblog: What happened to Tech on Friday
    It was a snowball effect of "caution" statements from a bunch of investment banks and analysts, as far as I can tell -- mostly analysts and strategists saying that the big tech stocks had become a "crowded trade" and reminding people that Amazon, Alphabet,[...]
    On Microblog: What happened to Tech on Friday
    Haven't seen that from Eagle Financial specifically, but $19 trillion is a number that's often thrown around for the "Internet of Things" market potential.[...]
    On Friday File part one -- Real Money Portfolio updates
    You never know where the comments will lead... some topics generate instant rancor.[...]

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