Friday File: Amazon, Alphabet and Midterms — turmoil time!

by Travis Johnson, Stock Gumshoe | October 26, 2018 6:18 pm

Updates and a few buys and sells in the Real Money Portfolio as stop-loss triggers fire off left and right...

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Source URL: https://www.stockgumshoe.com/2018/10/friday-file-amazon-alphabet-and-midterms-turmoil-time/


14 responses to “Friday File: Amazon, Alphabet and Midterms — turmoil time!”

  1. pbrophy says:

    I think a possible concern hanging over IIPR at the moment (at least one person is thinking about it…me!), is that if the Dem’s take over congress, there may begin a move afoot to change the status of the pot indus, or at least in the “medical” pot industry, in terms of freeing more traditional banks/financiers to underwrite loans, which today they can’t do. It won’t become legal overnight, but if the market senses that is where the US is heading, it could begin to get factored in. While this won’t impact existing lease contracts, it could affect negotiations on present and future contract terms. They have such a stash of firepower following multiple capital raises, it probably is not a significant near term issue, but lack of competition is the achilles heel of their model and currently allows crazy high rates for LT leases.

  2. bstew says:

    Your insight always amazes me. Lots of good info in this weeks Friday File. I know you don’t want to talk about it but do you think there could be be a short blip in market prices caused by the election outcome?

  3. marora2017 says:

    Hi Travis
    What are your thoughts about LIVENT?
    Thanks

  4. millerfilm says:

    Any thoughts on when the market, especially for tech stocks, might hit bottom? Thank you!

  5. Martin says:

    Well I’ve been concerned over the market since September and sold over half my holding and kept it in cash, Friday I bought some $FB, $IQ, $AMD, $CY, $STM, $CGNY, and increased my positions in $TDOC, $TTD, $YY, $ESPR, I am still holding my pot stocks of $ACB, $MRMD, $APHQF, $CGC , $CBWTF, $GWPH. Now I’m only holding 25% cash but I’m thinking got a deal on these stocks. Time will tell

  6. viktor69 says:

    Travis, we know where you get your stop loss but where do you get the ‘fair value’ i.e. in NVDA’s case the $170? Or FB where stop loss has triggered meaning it’s time to sell but when it’s time to buy from a value perspective?

  7. bluemichigan says:

    A little off topic, but I wonder if one can explain the recent conversion of the JPMorgan Chase Warrants that expired this month ? I had 300 warrants that converted into 186.6615 shares of JPM. Can anyone explain why the warrants got converted to that number of shares? Have been unsuccessful finding and answer.

  8. steveflick says:

    I have 38 shares of AMZN; I had a 15% trailing stop loss that was triggered last week but did not sell…….after reading your comments, I am considering selling 50-60% and buying my first foray into Berkshire Hathaway BRK-B. Going to hold on to 18 shares of Alphabet GOOG. As always, thanks for continuing thoughts on IIPR. Thanks for your great Friday File!

  9. g13man says:

    wOW , DEEP THOUGHTS AND GREAT COMMENTS
    jUST JOINED BECAUSE OF YOUR ARTICLES AND COMMENTS DIGGING INTO WHAT OTHERS WANT ME TO PAY FOR ON ONE SIDED PICKS FOR ME TO JOIN THEIR NEWSLETTERS , SRY ABOUT CAPS , , WILL GET A NEW KEY BOARD FROM BASEMENT LATER

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