by Travis Johnson, Stock Gumshoe | February 22, 2019 12:13 pm
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Source URL: https://www.stockgumshoe.com/2019/02/friday-file-forever-royalties-plus-ttd-and-iq-earnings-updates/
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Thank you Travis for another excellent analysis. You made me quite a bit money on TTD!!! Couldn’t have done it without you.
Hi Travis with a stock like TTD where you’ve made an excellent profit do you think about selling any to cover your initial outlay ( and possibly buying them back in the dips) or are you concerned that this will rise further and you’ll miss out on bigger gains? I ask as i’ve previously riden stocks way up only to stay too long and then suffering shock drops which wipe out most of my gains (nvidea springs to mind)
I do occasionally take profits if I think the company has reached an unsustainable valuation or is likely to stop growing, but my track record of doing so is pretty poor — so other than small sales to shave off a little profit or rebalance a position that’s too big, my preference is to sell growth/momentum stocks like this either on a stop loss or when I have a specific reason.
Everyone needs some sell discipline and to know their own psyche (and risk tolerance) though, so my portfolio management might not meet your needs at all.
Thanks Travis, just joined and will buy a little more LUC. Will watch for TTD to come down.
thank you Travis, good analysis.
Great analysis Travis Good to know who the competition is for IQ otherwise it might look like a sure winner… LOL
Good morning, just wanted to say thank you, I know you do not recommend stocks but by your analyses I purchased $IQ and the $TTD. I did very well with IQ (especially with my call options) and was pleased to take a $60 + profit on $TTD. Being a lot older than you I could not resist taking the profit when a stock jumps up over $45 in one day. Thank you again, this is the absolute best site.
P.S. I was just offered an exclusive membership of Paul Mampilly’s “Inner Circle” at only a one time fee of $20,000 and a yearly maintenance fee of $499. Wow do people really fall for these pitches ?
They are trying to reach Stansberry Alliance Program who charges $25k for a lifetime subscription to everything they produce. It was much less years ago and a worthwhile investment if you follow your stops and their heads up.
I must admit I have made a ton of money with Stansberry over the years.
That said for a pittance it’s also true of Stockgumshoe. It’s a little more work here but certainly worth every cent. Esperion comes to mind initially. :-).
Anyone heard of Jeff Bishop?
I’ve seen Jeff Bishop’s ads, but I have never bought anything from him. I was skeptical of the performance claims.
yes, avoid
Thank you for the link to today’s released Berkshire’s annual report; I read Warren Buffets’ letter to shareholders – 1st time I have done so. Although retired (not as many years to wait for gains on my investments 🙂 ) ,upon reading your comments in some articles last year, in November I did invest in BRK.B Berkshire aprox. 5 1/2% position in my portfolio. I am going to keep a watch on TDD, and consider purchasing on a dip. Thanks Travis!
@Travis, As usual, great analysis on both TTD and IQ. I own and follow them and I concur with your conclusions on IQ. On TTD, however, I think it is very likely that the volatility will subside going forward due to better predictability on revenue assent, real understanding of the proportion of current revenue from China, and the date of operational leverage from recent investments.
On the first point, Jeff Green believes that all walled greens will eventually become unwalled and signs of that have began to emerge. Hence, TTD may be nibbling at the market share of the walled greens. In addition, the expected medium term infusion from China and the rest of the world will continue to assure of significant revenue growth for a long time. In summary, TTD’s bumpy take-off may have reached an altitude save for cruise control with occasional tail jet stream for greater speed and altitude. Seat belt sign is off!
Could be, but there’s a high degree of uncertainty — particularly because so much of the advertising world is controlled by Alphabet, Facebook and Amazon… any changes they make will almost certainly ripple through and impact TTD. I agree that the opportunity is huge, but risk is also fairly high.
Thanks for the additional fleshing out of TTD. Enjoyed two separate rides up on it and twice unintentionally took good profits. The point being that Mr. Market [or its manipulators] can drive up a stock price[or down] way beyond their fundamentals. Although TTD’s are great, $40+ swings are beyond the pale and the influence of that green zoot suited guy [Mr. Greed] cannot be underestimated if chasing that last $10.
Again, always a pleasure.
Thanks so much, Travis, Not only are you the most entertaining internet financial advisor, but you have actually made me money!! I am up over 300% in TTD in a little over a year, and you turned me onto to it. Rave On!