by Travis Johnson, Stock Gumshoe | September 14, 2018 4:26 pm
This is premium content. To view this article (and to have full access to the rest of our articles), sign up. Already a member? Log in.
Source URL: https://www.stockgumshoe.com/2018/09/friday-file-buying-risk-and-safety/
Copyright ©2024 Stock Gumshoe unless otherwise noted.
Your thoughts on TTD align with mine completely =)
I have been holding TTD since $60 and have enjoyed the past two earnings spikes and have been adding bits here and there whenever there are little dips (although the stock is quite dormate in between earnings).
Here’s to hoping TTD flies to the heavens with the TV revolution we are in.
Have a great weekend!
Thanks for another thorough analysis Travis. I sold 1/2 of my TTD when it spiked, wished I didn’t. Oh well.
You might well be pleased come
Mid-November… one never knows.
Hey Travis!
Thank you as always for the great write-up. You bring me back to my English major days before becoming a musician (best decision I ever made, however!).
I was wondering what your thoughts were on Zendesk (ZEN) and Appfolio (APPF). I’ve been watching these two for the past couple of months and have been wanting to invest but haven’t seen any significant pullback as an entry point. Would you size these similar to TTD in that one should just bite the bullet and get some skin in the game or keep patience at the forefront for now?
If anyone, Travis included, furthermore wants to comment on the suddenly popular Advanced Micro Devices (AMD), I’d be interested to know your thoughts on that as well.
Cheers.
What about the new coffee company based in China. I know Starbucks has a huge market share there but this company is about to give them some competition
Who is it?
SBUX always has a lot of competition — coffee shops are a dime a dozen. Excellent management is the rare quality.
There are lots of places that sell burgers, too, but only one McDonalds… predictability, standardization of experience and branding are key assets for any chain.
Sure glad I finally ponied up and became an irregular guy a few months ago after tagging along as a freebie for 2 or 3 years. I’ve always enjoyed your writing style and VERY much appreciate the low-key anti-BS way you present. Have held QCOM for quite awhile (Stansberry’s Eifrig’s recommendation). It has required LOTS of patience. I just bought a few SBUX shares. Finally. Have been interested in SWKS for quite some time but haven’t pulled that trigger. Yet. Not sure what the best bets are for 5G but would love to have that crystal ball. What do you like for betting on 5G? My biggest position is Micron (MU) and just recently added to it. I’ve done very well with it over the last few years. I never see the newsletter writers push it so I guess you don’t pay much attention to it. Do you? Gold and Silver are starting to look very interesting right now. Waiting for a limit order to fill on SPOXF that you Thinkolated on a Ferris pitch and may increase my positions in TCEHY and BABA. Getting a little nervous and will probably go much more defensive in a year or so.
All in all, I like your work and just wanted to thank you and blather a little back at ya.
Keith
I like your picks, especially TTD and SAFE. IIPR and SWCH are more on the speculative side. Cornerstone, the specialist on Marijuana stocks on Seeking Alpha, had the following to say about IIPR in an article yesterday:
“However, the risks of IIPR is that it will face increasing competition when companies eventually gain access to the financial system. Other capital providers could also come into the market now that cannabis has attracted so much attention. We would not suggest investors purchase IIPR for its yield because its portfolio is still too small and highly concentrated, resulting in an unusually high level of risk for a REIT investment.”
So, honestly, if you are looking for a stable source of dividend growth, there will be many better REITs around. The foremost reason to buy IIPR is to speculate on a boom in Marijuana-related stocks in the near future. That’s not an unreasonable speculation, though.
Could be… much of it is the speed of change — how many 15-year deals will they sign before prices moderate with competition?
SWCH is selling at 4.11 x’s book value. How can this equate to a good value?
It’s not as if there has been time for depreciation expense to artificially lower the stated book value and/’or unrecognized (on the books) appreciate to enhance the value.
Thanks for any thoughts on this.
Great write-up as always. Thank you – very much appreciate this content!
Thanks Chris!
new topic Stansberry’s “I D Coin”
what is it? likely success?
I guessed early this year that it was likely to be Okta, which I was also buying — that first note is here: https://www.stockgumshoe.com/2018/03/friday-file-buying-id-and-overpaying-for-cash-checking-up-on-some-insurers/