Annual Review Part Two
by Travis Johnson, Stock Gumshoe | February 1, 2020 1:54 pm
Part two of my annual look at all of the Real Money Portfolio holdings... including thoughts on Apple, Amazon, Berkshire, Facebook, Boston Omaha and Tiptree
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Source URL: https://www.stockgumshoe.com/2020/02/annual-review-part-two/
I did not see any commentary in the annual review regarding your position in gold. Not sure if I missed it
Haven’t commented on gold or gold stocks in the portfolio yet. Less than halfway through, it’ll take a few more installments to get to everything.
Looking to double my tiny entry position into $TIPT on Monday, liking them more than $BOMN which I sold out of last summer and may re-enter if it dips below the $20 mark.
Thank you kindly for putting them on my radar. Nothing I was looking forward to adding dropped on Friday, but I guess that’s a good problem to have. Can hardly wait to read the rest of the reviews while I cheer on my near-term $T options!
Travis, your own portfolio stocks have likely kept you busy enough this week, but do you have any new thoughts about a watch list stock, Corning ($GLW), since its recent earnings report? It’s getting pretty close to your potential buy price.