Friday File: A Light Trim for the Flyboys?

by Travis Johnson, Stock Gumshoe | July 10, 2020 11:08 am

Shifting the portfolio a hair to move speculative "cloud" profits into more stable names... plus thoughts on gold, Berkshire and more

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Source URL: https://www.stockgumshoe.com/2020/07/friday-file-a-light-trim-for-the-flyboys/


19 responses to “Friday File: A Light Trim for the Flyboys?”

  1. DanM says:

    I’ve owned Sandstorm for quite awhile, recently trimmed a bit, but still my largest holding. I have a good size position in EMX as well. Any thoughts on EMX? I think it has been rather undervalued but has recently caught fire for some reason.

  2. digitaldeity says:

    Can you give more insight into:

    “I consider the proceeds I get from lending out my shares to short sellers to be somewhat like dividends, and I reinvest them — the effective yield over the past year has been in the 10% neighborhood for me”

    I got an email from Etrade about their “Fully Paid Lending Program.” I read the risks, I didn’t see anything too negative except for how dividends are taxed. I’ve been hesitant to sign up because I haven’t seen anyone that I trust say that they were lending out their shares until now.

  3. Frederick says:

    I want to buy some cloud stocks to my portfolio. Has anybody researched or have comment on IVES Wedbush global cloud tech ETF?
    Thnx in advance!

  4. retiredrancher says:

    I hope I’m not reading something into your potential sell positions, after reading your column from the other day, I snagged some TTD at 450. Glad to see the opportunity. Watching SHOP also.

  5. ronwill says:

    Facedrive has been on a tear this month also. Up about 80% just this month.
    FD.V or FDVRF

  6. youarethelight says:

    If Travis or anyone could help me…I would be grateful! I have a significant position in VUZIX, and today the after market went on a bender! Closed at 3.55, then buyers came from everywhere. It went to 4.47 beginning immediately in the after hours trading. Anyone know anything about why? I’ve looked everywhere for info or potential news brewing, and can’t find a thing. Any insights would be welcome. It’s at 4.23 right now. Volume huge as well. 3 days in a row.
    Michael (sometimes known as “Mavihoja”.

  7. bird4fsu says:

    Someone tell me about NEXCF…Canadian company..really starting to move….and it’s early…

  8. Shaun says:

    Hi Travis just a general portfolio question did you sell simulations plus (slp)? I know you originally bought a small amount in anticipation of building a larger position but i can’t seem to see it in the portfolio and i can’t remember you selling it or writing about if for a while.

  9. tanglewood says:

    I got nervous and sold Fastly #FSLY at $82.50 near the end of today’s trading. Now is probably a good time for everyone to jump in and buy, if everything goes as planned whenever I sell.

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