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retiredrancher

Microblogs

September 8, 2021

written by reader Steve Sjuggerud – True Wealth R/E

A pitch from Stansberry has showed up several times the past week – one from Steve Sjuggerud called True Wealth Real Estate. Heavy pitch for taking advantage of housing shortage as part of infrastructure push. One part of the pitch is a partnership ( or access ) to Crowdstreet. It appears to offer access to […]

October 2, 2015

written by reader Zafgen

Stock has always been volatile, but taken quite a hit the past few weeks. The last time it traded in the low 30’s was a good buy. Time to add?

Recent Author Comments

On Altimetry's "Perfect LNG Portfolio" and "U.S. Gov., Inc."
Posted on February 22, 2023

The US Gov Inc is Lockheed Martin - LMT[...]

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On Altimetry's "Perfect LNG Portfolio" and "U.S. Gov., Inc."
Posted on February 21, 2023

Antero AR,Baker Hughes BKR, Kinder Morgan KMI, Cheniere LNG, and EQT EQT[...]

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On De-tease: Stansberry's "5-Stock Inflation Protection Portfolio"
Posted on June 9, 2022

Does that mean the other guesses are incorrect -- if so what are the other three[...]

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On Friday File: Freaking Out
Posted on September 24, 2021

You have touched on this before, but what is wrong with DFH. The chart looks horrible and I can't see BOMN touting this as a success. Are we grabbing a falling knife, or take a leap? I do like your dabbling in MMM and BAM . I did also, including some B[...]

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On "Mini-Berkshire?" Motley Fool Issues Rare Triple-Buy Alert
Posted on August 13, 2021

So I guess the question is -- why do you seem to prefer MKL for investment, particularly for what you describe as your core holdings[...]

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On Friday File: "Never go Down" Inflation Investments and Some Price Updates
Posted on July 23, 2021

I always liked the old saying about your investments -- they are like soap, the more you handle them, the less you have[...]

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On Friday File: Buying a Beaten-Down SPAC, Lock-Boxing a Changed Story
Posted on July 20, 2021

Could you comment on one of your other spac holdings - Yellowstone. I have not seperated the warrants - should I - but have not seen any big news here. Your thoughts[...]

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On Friday File: Insurance and Tech Updates (and buys)
Posted on April 30, 2021

Travis - excellent review of your portfolio as always . Your comments and incites are as instructive in portfolio management as an MBA class. You present a logical and methodical approach to all of your holdings. I look forward to your quarterly reviews[...]

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On Friday File: More on Coinbase and Bitcoin, Quarters from Crown Castle and Intuitive Surgical, and more...
Posted on April 23, 2021

Travis -Have you split out the warrants on Yellowstone? Is there a reason to or not, or what is a trigger to split out.[...]

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On Microblog: Coinbase
Posted on April 14, 2021

Travis - it seems so many newsletters are hyping crypto as the way to riches, I am transported back to George Gilder and the cosmos and the lemmings to the abyss. I do believe in an alternative currency that can't be manipulated and can eliminate the mid[...]

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On Friday File: Some Buys Beyond the Games
Posted on February 5, 2021

I agree that sometimes the numbers on short interest can be off -- what is your best source for short interest[...]

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On Friday File: Some Buys Beyond the Games
Posted on February 5, 2021

Excellent write up. You did not mention TDOC or TTD - your thoughts going forward with these two[...]

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On “New IPO Gold Royalty Stock Is My Next 1,000% Winner”
Posted on February 2, 2021

As you have said before, you are fond of these royalty companies - curious as to your recommendations where to hold these investments. In the past have owned several of the oil and gas royalty trusts, and the tax forms were a bear. Do you buy your gold r[...]

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On Friday File: This, Too, Shall Pass (but first, let's buy some stuff)
Posted on October 31, 2020

Good review of the Teladoc earnings on SA. Mirror many of your thoughts[...]

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On What's Empire's "Buy This SPAC on October 8" Pitch About? Enrique Abeyta says it's a "Pre-IPO deal that could make you 25 times your money"
Posted on October 6, 2020

Travis- what are your thoughts on the new spak etf[...]

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On Friday File: Earningspalooza, with a half-dozen buys and sells
Posted on August 20, 2020

Travis, thanks for always sharing your portfolio. Always instructive to slowly digest your investment thinking through your purchases. Kind of similar to Buffett's letters, in that it takes several reads to appreciate what he is saying. To the point, ov[...]

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On Friday File: A Light Trim for the Flyboys?
Posted on July 10, 2020

I hope I'm not reading something into your potential sell positions, after reading your column from the other day, I snagged some TTD at 450. Glad to see the opportunity. Watching SHOP also.[...]

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On Friday File: Buying Growth, Thinking about Retail, Tariffs and Panic
Posted on June 7, 2019

Speaking as one of those in the "investor class", I'm glad someone is looking out for me (ie the fed), believe me I need looking after[...]

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On What's Moors' "Electro-Wave Inversion?"
Posted on February 27, 2019

This really is a tough sell. After a quick review of their financials over the last several years, and comparisons to their peers, this doesn't even qualify as a good house in a bad neighborhood.[...]

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On Ask a Stupid Question...
Posted on May 18, 2018

How many employees do you have[...]

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