Friday File: “Never go Down” Inflation Investments and Some Price Updates

by Travis Johnson, Stock Gumshoe | July 23, 2021 4:49 pm

A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...

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Source URL: https://www.stockgumshoe.com/2021/07/friday-file-never-go-down-inflation-investments-and-some-price-updates/


30 responses to “Friday File: “Never go Down” Inflation Investments and Some Price Updates”

  1. LongOnLife says:

    Thanks Travis. After reading the last bit, I sorta regret selling half my stake in IIPR . It had simply passed my max percentage for a single holding (3% for single issues is my rule). The fact that I still own a decent amount which now has a negative cost basis gives me some degree of comfort. I know that stock has historically been volatile so perhaps I’ll see a good buying opportunity down the road and go back to having skin in the game. I owned Apple many times over the years and always talked myself into taking profits. Sadly I know that I would have been much better off to just keep buying nothing but Apple instead of the issues I replaced it with.

  2. sroussey says:

    I’m a previous investor in Kin, and plan to keep for many years. They execute extremely well.

  3. freddy-potless says:

    If you are not averse to trading on the ASX have a look at Rural Funds Group (ASX:RFF) :
    https://ruralfunds.com.au/rural-funds-group/
    They pay a 4% dividend too.

  4. merckman2008 says:

    What are your thoughts on grabbing Robinhood stock in the IPO?

  5. meadowbrookmanor says:

    Does there happen to be a US-traded form of CDL?

  6. frankw17 says:

    Travis, great Friday File, as usual. You seem somewhat confident about holding PSTH, would you be as confident with PSTH/WT? The warrants have dropped considerably more than the common, percentage wise.
    Regards,
    Frank

  7. melhans says:

    Great update, Travis. Had a question about the farm REITs. Is there any way to know if these are buying out family farms as conglomerates or helping sustain them through this financial structure? Organic objective is beneficial in many ways, just wondering if it also keeps families on the land.

  8. R A H says:

    Hi Travis
    you have briefly discussed good companies that have been sold too early, and noted Tencent as one of them.
    Given the recent movements against US listings of Chinese companies by the Chinese Communist Party, do you (or anyone out there) still feel that some Chinese companies are worth buying?
    and if so, which ones do you like?
    thanks for your thoughts

  9. outsider says:

    Oh no! you sold out of crypto just before it started some semblance of recovery….I wouldn’t say to get back into BRPHF specifically since everyone “bearying” them, but others are about to enjoy the recovery. BFARF is averaging 14% a day, Voyager (VYVGF) is also up about 10% daily looking at my Schwab junk.

    Note that bfarf specifically farms bitcoin. Their valuation will change only on the price of BTC.

    Other than that, I’m glad to see you held the line on the lockbox. Everyone is buggin’ due to the proliferation of COVID in the U.S. potentially portending a second shutdown. It’s tempting to dump everything until the mandatory masking and vaccination questions are both resolved at which point rock bottom entry is all but guaranteed.

    Next time crypto falls off don’t get 2018 fears, look at the charts

  10. timcoahran says:

    Stock Gumshoe is still not for sale?
    That’s priceless!

  11. nataimages says:

    Hi Travis, with the recent earnings from GSHD. What is your stand on it?

  12. winsleyman says:

    You may be interested to know that Greenhaven Road Capital highlights MarketWise in their Q2 newsletter concluding with the rather-backhanded comment ‘We may not be interested in having (their) content in our inboxes, but it has a spot in our portfolio.’ They also feature Roku which you mention above.

  13. dlarramona says:

    Thanks Travis for your review after Q2. You reviewed MPW real state company focused on health facilities. Do you know OHI, Omega Healthcare? 8B company with less debt and higher dividend? Thanks

  14. outsider says:

    Wonder if the undisclosed South Timmins prospect in Ontario is TSXV: STA

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