by Travis Johnson, Stock Gumshoe | February 18, 2019 4:30 pm
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Source URL: https://www.stockgumshoe.com/2019/02/friday-file-pot-landlord-financing-buffetts-portfolio-fake-prices-and-buying-more-growth/
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Hi Travis
Are you still holding NVDA
Thanks
MA
I think Travis stopped out some, maybe not all, shares a few weeks ago.
Yes, he sold on the same day that I bought.
I hold some, but a lot less than I held last year. Listed still on my portfolio page (articles – premium content – Real Money portfolio)
I think you meant to make that last part about cloud computing a distinctively separate section, but it got mushed into the PHUN information.
Thanks for another thoughtful write up, been having fun tracking IIPR and ANET.
If someday MJ is no longer a schedule I drug, it will open traditional banks to finance MJ operations right? I would think that will subject IIPR to more competition. Curious to see what you all think.
Exactly. Now they have the first mover advantage. Their future will hinge on how well they are able to use it and build some moat.
Indeed, they profit from the high returns because it’s a legal grey area. They are 15 year leases, so it’s key to build a large portfolio quickly… and to choose tenants who will have staying power.
IIPR – thanks to SG article April, 2018, I invested $3k – it is up $136.74% including dividends ….. through mid October I periodically invested more $$, to total $8.2k and that is collectively up 100.29%. Recently I also considered taking some profits, but reading this article, I will also hold off. Thanks Travis for today’s Friday File for Irregulars, diving deep into IIPR!!! I liked the “….. it was also announced that it will be added to the S&P Small Cap 600 index.”
I agree, IIPR had a great week, will probably close up $12 this week to $72.00+.
I had originally bought in at $40 and then added more at $60. One of my largest positions. Thinking of buying more if it dips.
dbrider
What’s the Negative Emissions (breakthrough in carbon sequestration) company being touted now?
Haven’t seen that recently… who’s the ad from?
The stock is FCEL. I think Technology and Opportunity recommended it. I bought it a few days ago but then it tanked. I will hold it for a while. Fuel Cell Technology seems to have be the future for energy.
dbrider
I bought some $ANET March 15 230 Calls when you mentioned them last year, got chicken when they jumped up $23 on Friday and sold off all but 1 lot. Thanks
Just a quick comment on the question asked last week on why IIPR did a one-day price plunge. Thank you, Travis, for not just providing a response but an entire treatise on the stock! As always, much more than we bargain (pay) for.
Travis, Your discussion IIPR got me to thinking about other similar business models and I have recently been thinking of investing in a Business Development Corporation or two. What is your take on them? Do you know anything about Ares Capitol Corp $ARCC or Main Street Capitol Corp. $MAIN? As one who is shifting more towards dividend producing companies and away from value and growth companies, the BDCs are intriguing to me. They seem to provide better yields than most REITs and Utilities so I suspect they carry greater risk but I really don’t know that much about them. Any thought?