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On "Fat Dividends from Cancer," a personal buy, ... and some updates
Posted on April 10, 2013

Hi Travis, Goldman Sachs came out today with a bearish stance toward gold (today's WSJ I believe) predicting it will be down the rest of 2013 to $1450 and perhaps into 2014. Back in Nov of last year they were predicting it to go to $1850 so they obviously [...]

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On Annual Review ... Two New Stocks for the Watchlist ... And a Bit of Reorganizing
Posted on April 2, 2013

Thanks Travis, I went ahead and picked some up today for 36.40. We'll see how it goes.[...]

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On Annual Review ... Two New Stocks for the Watchlist ... And a Bit of Reorganizing
Posted on April 1, 2013

Travis, do you like SDRL at these prices ($37) now? In spite of the market rally, it seems SDRL is being judged a bit harsh by Mr. Market. I'm trying to avoid being an April fool...[...]

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On "Will The $2.4 Billion 'Weil Project' Make This Stock Soar Too?"
Posted on September 10, 2012

I owned this for a while and decided to take a small haircut after speaking with Josh Brown, The Reformed Broker, who initially picked the stock as his top one for 2012.He still likes the company but thinks mgmt has done a poor job communicating with share[...]

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On February Idea of the Month: Clean, Hot Water
Posted on March 23, 2012

Hi Travis. Nice analysis. Since it appears some of the recent reports on housing are anything but stellar and China growth continues to slow, do you still feel as strong about AOS as you did 5 weeks ago?[...]

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On Portfolio Notes for a Delay
Posted on November 4, 2011

Very helpful Travis! I appreciate this as I am trying to protect my family's future and have recently started investing separately from my IRAs. I'm assuming these investments would be a little too aggressive for an IRA portfolio. Do you (or anyone else) r[...]

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