Confirming a gold teaser solution, plus some Real Money Portfolio updates -- notes on Altius, Bellicum, Dataram, Delphi, Fosun, NI Holdings, PCSB, SAFE and China A Shares
Tremblay teases that "A small Texas lab plans to announce a miraculous breakthrough that could defeat the most dangerous disease known to man." What's the story, and the stock?
An increased allocation to gold royalty companies for my Real Money Portfolio, including one new royalty stock
Some buys and sells, including DOC, VTR and CRTO
Big picture thoughts about Bitcoin and REITs, plus updates on PCSB, NODK, WATT, MKL, and even a little marijuana stock...
Checking an Oil Royalty teaser for the Friday File, plus one buy in the Real Money Portfolio and updates on Franco-Nevada, Sandstorm, Douglas Dynamics, PCSB Financial, Ligand, Qualcomm, and Conduent. Phew!
Checking up on NAK, MPW, OHI, DOC, CRTO, AAPL, QCOM, FB, SHOP and more...
Three Buys in the Real Money Portfolio, plus quarterly updates on a half-dozen other holdings as earnings season begins