by Travis Johnson, Stock Gumshoe | June 18, 2021 4:15 pm
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Source URL: https://www.stockgumshoe.com/2021/06/friday-file-fed-foofaraw-and-a-hodgepodge-of-real-money-portfolio-company-updates/
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Travis, your little burst of steam is superb! Thanks a whole lot!
Love your analysis, especially on the Fed’s role. Enjoy your family vacation Travis.
Thank you, Travis. Good to hear that the same person can be both a speculator and an investor, depending on the particulars.
A technical question: In the Real Money Portfolio spreadsheet, do you have a procedure for removing Watchlist entries? Some go back to 2017. I would think that the tempting shines often dull after a while.
Not really, but I probably should — thanks for the feedback!
Great observations and advice.
Am I overlooking the link to the Real Money Portfolio, or is it missing from this week’s article?
https://www.stockgumshoe.com/personal-portfolio-irregulars-only/
Whats the chance for an Alpha listing
So . . . what are we supposed to do while you’re gone?
Hi Travis,
I have started my investing journey few months back and love your analysis of stocks. While you analyze and decide not to buy because of your current portfolio and diversification, it could still be a good investment for others if someone is building a portfolio, so can I request you to suggest if it is a good buy for others even though you decide not to buy…. I think that would immensely benefit your subscribers, let me know what you think…..
Thanks always for your wisdom 🙂
I share my opinions as I have them… but I’ve learned over time that an investing opinion unattached to money means a lot less, and is often too easy to reach.
Travis, I would like to hear your comments about Investors Business Daily. I have been with them for several years, but lately it seems they have gotten away from William O’ neal’s rules of investing. What are your thoughts on this?
Apart from Wesco, do you follow Fastenal and Systemax? I really like Fastenal’s approach to on-site stores and all the tech they’ve developed to improve all the inventory management for them and their customers. And both this guy’s ROIC, ROE and ROA are insane.
Obviously, they’re both priced accordingly… probably on the “too rich” side at the moment…
Have not looked at them in a long time, but have often been tempted by Fastenal. Which is often in that “kind of expensive, for really good reasons” category.
Well…………….SHSP – SharpSpring looks like it was just bought out. Clearlake Capital looks to be private and purchasing for 17.10. That looks like it ends that one.
Yes, I’m debating whether to sell SHSP now or wait a bit to see if there’s another suitor
Yeah caught a bit on this one since my cost basis is above the 17.10 buyout
Looks like TTD is an angel investor in private start up, algorithmic ad company, Chalice. Journeyman.