Friday File: Portfolio Updates, Positioning and more
by Travis Johnson, Stock Gumshoe | February 17, 2017 12:24 pm
Buy/Sell updates and news on a few companies in my Real Money Portfolio, plus notes on gold, cobalt, zinc, AIG, Alzheimer's Disease...
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Source URL: https://www.stockgumshoe.com/2017/02/friday-file-portfolio-updates-positioning-and-more/
Hi Travis,
Hope all is well. During the recent discussion of their new offering, Stansberry Venture Value, the folks at Stansberry mentioned a small cap ‘hamburger stock’ that is every bit as good McDonald’s as a business but with 10-bagger potential. Does this ring any bells with you?
Thanks,
Peter Picard
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/
Travis two questions.
1. What happens to current owners of Luna Gold after the deal closes?
2. Will Altius owners receive any shares directly of the spin off company?
Good questions since I, too, own both. Travis?
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.
Thanks
Thank you for the wonderful write-up Travis. I’m a new subscriber trying to learn and I appreciate all of the work you do. I did buy oclr and it is doing well thank you great tip!
Hi Travis
Beware The Ides of March ….April too!
No crash but a pullback.
Hey want to I know?
Thanks for your updates Travis! It feels good to listen to your reasoning! Your honesty and good will is greatly appreciated!
Thanks Travis. Refreshing to read your pieces
Hi Travis,
Do you have any ideas on Agora’s pitch on a “gold nanotechnology oncology protocol?” It sounds interesting! Any thoughts would be appreciated.
Yep, here you go: http://www.stockgumshoe.com/reviews/fda-trader/whats-the-gold-cured-my-cancer-ad-all-about/
new subscriber how good is dr.kss track record on pharma apinions
I just read your article written on feb 17 and noticed your reference to Clean Teq, a company in Australia. My understanding is that although they may have interests in Cobalt, their main interest resides in Scandium. Can you comment on this?
That’s true, but the market’s main interest in them is because of cobalt.