Travis Johnson, Stock Gumshoe

Not usually, I write about those much less often... but if you’ve got questions, fire away![...]

Indeed, it’s pretty easy to make the “overvalued” argument about almost every stock I look at these days. Doesn’t mean they’ll go down right away, valuation is a terrible timing tool, but it does mean the risk is elevated.[...]

Thanks Rick![...]

Haven’t looked at the specifics, but insider selling is not generally a reliable signal for “stock that will go down” — insider buying is a positive signal, but selling, on average, is pretty neutral. The conventional wisdom is that insiders sell[...]

Hope you get a great chance to put that cash to work![...]

Cisco and Intel were both excellent, profitable and growing companies that were easy to love in 2000, at some point the price you pay matters. I don’t know if Grantham will be right, or when, and I agree that a predisposition for optimism is generally[...]

My thoughts and the progress of the company haven’t changed. insurance pricing in general and interest rates might matter in a few years for them, but right now it’s all about speculation on whether or not their business model will let them grow quick[...]

That ad has been in heavy circulation for many months, with occasional changes to the headline. Covered most recently here: https://www.stockgumshoe.com/reviews/strategic-trends-investor/the-next-stock-of-the-decade-from-strategic-trends-investor/[...]

I bought Gilat as a merger arbitrage, and sold when the merger failed. Haven’t looked very closely at it recently, sorry, but all of the space stocks have gone a little bonkers in recent months.[...]

It’s good to have a disciplined system you can stick with, hope it continues to work out for you.[...]

You don’t need conspiracy theories for this stuff... if one antelope thinks they see a cheetah and starts to run, causing a thousand others to chase them, and it turns out it was just a hyena, that doesn’t mean the first antelope was manipulating its p[...]

Nope[...]

The old trader response would be, “stocks take the stairs up, and the elevator down”. It’s all human reactions and herd behavior in the short term —- really hard to resist, since we’re hard wired to want to be part of the herd (safer that way,[...]

I have not sold any crypto in the last week, I sold about a third of my holdings in Bitcoin and ethereum over the past month or so. I was a net seller in general this week on the equity side, but only marginally. Sold a little, bought a little... the [...]

She’s had an extraordinary couple years, don’t know how she’ll do from here but the history of hot money managers who beat the market dramatically has always eventually been “reversion to the mean”[...]

Sounds like he has updated the report since last year, without updating the date for the ad -- interesting.[...]

All of our articles are dated, though it's true that newsletter pitches are often used over and over for years once they find a spiel that works -- sometimes without any update at all to the "story" they're selling.[...]

Yes, treasuries are down because yields are up. If you own a Treasury Note with a 1.2% coupon that you paid $1,000 for, and suddenly the market decides that it will demand a 1.5% yield on the secondary market, then the Note you paid $1,000 for is worth $8[...]

Nobody knows. Either this is a little weakness as sentiment shifts and people become more aware of risks, a little blip that will be forgotten in six months, or it's an indication that a 60% market drop is beginning. Or something in between. There are[...]

Trade Note: Two partial stop losses triggered today in the Real Money Portfolio, so I've sold roughly 10-15% of my holdings in both Roku (ROKU) and Teladoc (TDOC). Similar to risk-reduction sales I've made in highfliers like PAR and TTD in the recent[...]