Travis Johnson, Stock Gumshoe

Author Bio

Travis Johnson, Stock Gumshoe
Travis Johnson is an individual investor who founded Stock Gumshoe in 2007 as a way to air his dissections of overhyped marketing pitches... and to share the "secret" stocks that stock newsletters hype to get your attention and your subscription dollars. His thinking? If you already know what the "secret" stock is, you can make a much more reasonable and thoughtful decision about whether or not to commit to an expensive newsletter subscription. (And if you don't pay for the info, you'll be more free to think for yourself about whether or not the investment is worth your money.) In his charmed life he has been, among other things, a university faculty member, a fundraiser, a writer, and a world-champion ice-cream scooper. Now he runs Stock Gumshoe for you, allowing us all to discuss and dissect the latest overheated stock ideas... as well as review and talk about investment newsletters and enjoy the commentary and opinions of Stock Gumshoe's other special contributors and the discussion with our unusually attractive, erudite and polite readers. He lives with Mrs. Gumshoe and all their little Gumshoes in the wilds of Western Massachusetts.

Author Archives

Friday File: What does the Fed want us to buy?

It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]

Strategic Wealth Confidential

Flagship investment advisory from Stansberry Pacific, aims to “provide readers from around the world with a wide range of investment ideas, with particular focus on Asia” — often recommends stocks on Hong Kong or Singapore exchanges. Iskyan has been involved with other Stansberry international publications in the past, Tycango previously edited Asian Growth Stocks for […]

Recent Author Comments

On Friday File: Checking in on a "Smart" Fund
Yes, that version has a lower minimum but a higher expense ratio. Otherwise the same.[...]
On "Critical Event Taking Place on April 25" Means 5G Opportunities from "America's Most Arrogant Investor?"
Yes, ERIC had a nice earnings beat this week.[...]
On A Cube, a Metal Pole, and an "Absolute Killing"
In fairness, late last year was a great time to buy almost anything. “I missed it” is never a particularly helpful feeling in investing, try to think more about what the company is doing and how it’s valued today and less about what the stock price [...]
On A Cube, a Metal Pole, and an "Absolute Killing"
Great for Qualcomm, not as good for Broadcom and Intel... but more a positive for Qualcomm just because the uncertainty was lifted. I was shocked to see the stock respond quite that favorably, but it tells you what a disaster a bad legal outcome would hav[...]
On Friday File: We're All Doomed! Maybe!
I haven’t, sorry. What do you like about them?[...]
On Cabot's "Insurance Disruptor" revisited
Very true, though not unusual for a recent IPO.[...]
On Friday File: We're All Doomed! Maybe!
Oops! Typo fixing underway now :)[...]
On Friday File: We're All Doomed! Maybe!
Extraordinary morning for Disney (DIS) today! It's a little shocking to see a behemoth like Disney jump 10% at the open, following news that pretty much everybody already knew was coming. The details of Disney+ were a little clearer and more appealin[...]
On Friday File: We're All Doomed! Maybe!
The ones I've never bought are trickier, because you have to be comfortable enough with the company to overcome the pessimism that will be reigning at some point about their future (or the economy's future), but hopefully the ones I already own or have own[...]
On "Critical Event Taking Place on April 25" Means 5G Opportunities from "America's Most Arrogant Investor?"
Glad to hear from someone who knows more than I do, thanks for the info.[...]
On Chris Wood's "Tiny Disruptor" in 5G teased for "Project 5X"
Thanks for the kind words, George. Hopefully well thought-out will mean profitable, though that's certainly not always the case :)[...]
On Chris Wood's "Tiny Disruptor" in 5G teased for "Project 5X"
Lots of others potentially involved or impacted as well, in varying degrees, from chips to towers to data centers -- Samsung, ERIC, QCOM, CCI, AMT, SBAC, XLNX, ANET, CSCO, COR to name a few. I own ERIC, QCOM, ZAYO, NOK, COR, ANET, CCI among those.[...]
On Microblog: Worlds first trillionaires will come from this
Haven't chewed on the details of the latest version of this ad to make sure, but it's likely that he's again teasing Xilinx (XLNX), which has done very well since he picked it over a year ago -- I Go to Comment »
On Microblog: Curzio - left for dead company to Revolutionize the customer experience
Haven't seen any recent ads from Frank, but he has been a vocal fan of AT&T for a few years -- I don't know if he actually recommends it in his newsletters, but he talks it up a lot on his podcast.[...]
On Updated: Can Americans now collect "Federal Rent Checks?"
There is nothing to “sign up” for — you earn rent checks by owning property, in this case buying publicly traded REITs that own government-occupied buildings and thereafter receiving dividends paid by those REITs. Typically yields are 4-8% of invest[...]
On Ray Blanco's "Halo-Fi" -- What's his teased "Death to Cable" stock?
Some WSJ coverage of the LEO race came out today, I imagine that will drive some more investor att[...]
On "Critical Event Taking Place on April 25" Means 5G Opportunities from "America's Most Arrogant Investor?"
Yes, Michael Robinson and Jeff Brown have both heavily teased NOK (and some other names) for their lower-cost newsletters over the past year... but if you're trying to sell someone a $2,000 newsletter, you can't usually get away with a relatively boring la[...]
On Microblog: Is there a back door way to get in on an IPO before it's announced on a private company?
Sometimes, though it's certainly not guaranteed to be successful. There are several publicly-traded venture capital funds (PRIVX, GSVC, SVVC) that buy private companies, you can look at their portfolio to see which companies you're buying exposure to... b[...]
On Microblog: Is BRK time to dump?
Succession planning has been a very public and paramount concern for 15 years, with Buffett talking about it and promoting people a little more each year. The biggest shift in their absence will probably be the mindset and the speed of decisionmaking at t[...]
On Lichtenfeld's FinTech "Hand You 859% Gains in a Year" Stock
Just basing it on the “in the money” value at or near expiration. Time value erodes quickly once you get close to the expiration date.[...]

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