by Travis Johnson, Stock Gumshoe | February 14, 2020 4:49 pm
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Are you still holding a position in Osisko Gold Royalties (OR). What are your thoughts on this stock?
I am, didn’t love their latest big strategic shift but I’ll write up
My thoughts soon. I haven’t bought or sold recently.
Thanks for all your hard work and thoughts, Travis!
If you have the time, could you please take a look at $AYX (they just had earnings on Thursday) and share some quick thoughts?
I bought AYX back in November and it’s up 51%. Q4 : beat revenue estimates by almost 20%.
Yes, I bought it back in the $90-$110 areas. It’s crazy how it’s rev growth is accelerating every quarter but they always guide for 30-35% growth and of course smash it.
These annual reviews are sweet Travis. First year completed with you and cannot recommend you enough, love the real money portfolio and the Friday files . Thanks for all that hard work.
A fund that you should look into is AKREX (Akre Retail Fund). I am a big fan of Charles Akre and his 3 stool approach which led him to AMT at split adjusted 89 cents. The fees are a bit high but they have managed risk well and they have 18% of assets in cash.
Cheers!
Charles Akre is a great investor, for sure, I’ve looked at his funds in the past but been discouraged by the expense. The outperformance has certainly been very strong in the past few years, thanks largely to the big bets on AMT, SBAC, MA and V. He’s also a longtime Markel shareholder, incidentally, I think he has held shares since the fund was launched.
My inbox keeps filling up with hints about THC and CBD products being synthesized in labs much more cost efficiently and quality control than growing. This might have negative effect on REIT’s with grow houses.
Amazing work Travis!
Would love to hear your take on the New Berkshire moves. Like the new stake in kroger, and Index funds (both $spy and $voo)
Will take a look. Kroger was a little surprising, but it’s certainly unloved. The index funds are probably just a function of “too much cash, haven’t figured out what to buy.”