Getting killed on wrap technologies. Anyone else feeling the pain and have some insight going forward?
Microblogs
April 15, 2019
Zayo
Geez, I really blew it not following Travis in the Zayo trade. Oh well, next time…
Recent Author Comments
Posted on October 16, 2020
Posted on June 9, 2020
I receive the risk hedge emails (not a subscriber though), and was hoping you’d tease this one out. Thanks Travis. It’s not what I was expecting. I made a list a computer vision tech companies I thought might be the one. Haven’t bought any yet bu[...]
Posted on May 18, 2020
Damn, I sold 2/3 of my PW as well. I’m with you on this stinger of a sell. Still have a small piece though so I guess that’s the optimistic view. I’d have none if you didn’t bring it to my attention a while back[...]
Posted on January 30, 2020
Informative as always, “Doc”. Love your stuff.[...]
Posted on December 7, 2019
Appreciate the updates as I too own many of the stocks you mentioned, including Okta, TTD, Docu, WRTC, and lamentably Largo. I’m going to hold largo longer as it’s in an IRA so no tax advantage to selling it. Was hoping for an Ulta pullback to get i[...]
Posted on September 24, 2019
Thanks again for your insights. My only comment is that I believe the vaping debacle will get much worse. Prevalence of lung illness cases from vaping is skyrocketing. No BS. It’s truly astounding to see. I personally dealt with 2 cases yesterday in[...]
Posted on July 6, 2019
Yeah, it’s down for a reason. I’m investigating further too. Will get back to you[...]
Posted on July 5, 2019
Enjoy the woods. As a guy returning from a 2 week vacation tomorrow I’ll remind you to bring the bug spray/repellent. Any thoughts on GLRE before you go? It’s on my watchlist because of you and looks like it could be at a buy point?[...]
Posted on June 18, 2019
Well, I’d say this one deserves an update Travis.... in light of current events[...]
Posted on June 14, 2019
Of course, the moment I buy a few shares, I see the secondary announced at $6.50/share.[...]
Posted on May 28, 2019
Travis, I just looked up MINDX and see zero volume today. Doesn’t that concern you or am I missing something?[...]
Posted on May 16, 2019
Appreciate you teasing out this one. I’ve been bombarded with Risk Hedge emails and was wondering. I own a small amount of ANET. Will look to add more on dips but it seems like we have time to add on this name.[...]
Posted on April 3, 2019
So, we have doc gumshoe and stock gumshoe. I just grasped this. Was wondering how Travis had such a good handle on medical topics. I’m slow I guess. Thoughts on GH as an Investment?[...]
Posted on March 9, 2019
I have to admit I bought some Zayo then sold it shortly before this pop. I received the advice that “one should never buy a company hoping for a buyout.” So, I chickened out. Apparently I was wrong. It’s only a buck or so above where I first boug[...]
Posted on March 9, 2019
Indeed. I was trying to say that Doc did a very good write up. Clinicians often struggle to keep up with the latest science but experience, skill, and focus on the patient make up the bulk of quality care, IMO.[...]
Posted on March 7, 2019
Too well written for someone without a medical background. Hmmm, Doc gumshoe may be telling Strong write-up[...]
Posted on February 17, 2019
I read the Sevens report daily and to summarize they say the trend for gold is bullish. Dow is bearish- based on Dow theory. “Gold • Technical View: Gold has been stuck in a compressing range since late 2016, but reg- istered a higher low in early O[...]
Posted on February 15, 2019
Could I ask for an update on Altius here? I’ve been a buyer here around $9. Looking for some insights, guidance[...]
Posted on February 12, 2019
Interest in buyout by private equity just as Gumshoe spoke of. I bought some yesterday a bit too high and added today. Small position. Will seehttps://finance.yahoo.com/m/1837d3bb-5485-392b-ac0f-9586ca9dc191/private-equity-firms-revise.html[...]
Posted on February 9, 2019
I’ve tried and mostly failed to make any gains in the crypto arena. I did buy ripple labs stock in 2017 privately through SharesPost. It seems like the ultimate disruptor to me. Only time will tell though. So far, it’s a rough space to be invested [...]
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Same here. I own Leidos and it’s sitting around $90, unforced a few dollars below where I bought it. They do report soon so, I’m hoping for a small spike. Great company though, the stick has been unimpressive this year[...]