Attractively priced Travis’ Real Money Portfolio stocks relative to his “buy below” targetsLooking at the market and Travis’ portfolio with regard to the “max buy below” and “preferred buy below” prices. When I downloaded the data, there were four stocks trading below the preferred buy below hurdle (GOOG @ 25% below, WCC @ 13% below, BAM @ 11% below and AVLR @ 3% below). Seventeen are below […]
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Posted on October 25, 2023
Posted on September 8, 2022
Been in the commercial residential real estate business in California for 20+ years.One thought on why look to retail is because developers are looking at retail and office properties (especially B & C class properties) to raze and build apartments. [...]
Posted on August 16, 2022
It wouldn't surprise me if we see nuclear become more common as we try to phase away from fossil fuels. New technology is being tried out (molten salt reactors) and the safety records for nuke plants are generally very good. Lots of sensationalism is the[...]
Posted on June 30, 2022
Interesting.First one of your posts I've read start to finish in a while. Usually I read the Quick Take at the top, which often boils down to "this is a rehash of a rehash for a company that is years to decades away from coming to fruition and the guy[...]
Posted on February 28, 2022
Decades ago in college I had a writing professor who noted that you have to write for people who don't like to read. People who like to read will read anything. Sitting at breakfast and don't have a book? Grab the cereal box and read the back.Nonr[...]
Posted on February 9, 2022
The CDC has already tackled this for you, but I'm sure you've done your own research.Link: https://www.cdc.gov/mmwr/volumes/70/wr/mm7032e1.htmAnd relevant summary paragraph: "Among Kentucky residents infected with SARS-CoV-2 in 2020, vaccination [...]
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I don't have any favorites, though I'm reasonably happy with how my REIT stocks--AVB, ESS--have performed. Not tax-exempt, of course. I've got hope for DEI, but wouldn't put more in there than I'd want to stop loss out of. Their office buildings are we[...]