AFCG and Schumer’s SAFE banking ActHi Travis, Do you have any thoughts on how this proposed legislation would impact the business model of AFCG and IIPR? My gut feel is that this could open up more financing opportunities for Pot companies and thus put a cap on the pricing power that AFCG/IIPR currently enjoy. But the price action has been […]
Just an FYI - On CNBC's halftime report today (3/21/24) IOT was Josh Brown's final trade pick.[...]
Travis, thanks for the very interesting post. Enjoyed the analysis of HSY and the insurance stocks, as well as the timely discussion on market valuations.In that vein, I set a sell order Wednesday at $900 for about 20% of my long-term position in NV[...]
AMLP. I think you are correct Travis, this is the easiest way to play MLP's in the energy space. You get diversification, nice yield, and do not have to mess with the K1's. And depending on when you bought it, some very nice price appreciation.[...]
Thanks Travis, appreciate your insight. You are right about the Treasury Direct site being antiquated. My wife and I have been using it to buy iBonds over the last 4 years and we were surprised at how dated it is.[...]
I agree with your comment, "I’m still happily buying 3-6 month T-bills." Even though I've been investing for about 50-years, I've never bought T-bills directly. Can you suggest an ETF that replicates this strategy or perhaps share how you buy T-Bills? [...]
"...but I do think it can come naturally when politics loses any semblance of a “center” that most people can agree on." I agree with this 100% Travis. Back in the late 70's when I was in college as a Poly Sci/Economics major, we used to have spirit[...]
Been following ENVX and own a position in AMPX. AMPX just expanded their contract with AVAV to provide batteries for their Switchblade missile. The AMPX battery will increase the flight time by 50%. Not sure who wins the race for the dominant EV batte[...]
"There is more concern to abide by Social and Political correct issues of the day." ~ I'm not sure this can be dismissed as not being part of the problem here. With banks and "the regulators" focusing more and more on ESG and DEI factors, there is a dist[...]
I also purchased KRBN after your coverage back in 2021. It did pay a huge distribution on 12/28 ($8.53). I have it in an IRA, so from a taxable basis, I'm not sure if that was treated as a dividend or a capital gain. Either way, it could have been a big[...]
For what it is worth, I have some very anecdotal information from my eye doctor regarding SAVA. One of the other doctors in his practice has a father who has been enrolled in the double-blind clinical trial for simufilam for some time. While on the m[...]
Thanks for the timely response Travis. It will be interesting to see how it plays out.[...]
I owned HTGC for many years but sold my shares in April of 2019 when the CEO had to resign after it was revealed he was one of the participants in the college admission scandal (the same one that snared Lori Laughlin). He was the indisputable driving for[...]
Thanks Travis, as usual an engaging and well written summary. In regard to IIPR, do you feel any of those risks also apply to AFCG? AFCG stock has certainly performed much better than IIPR YTD. Thanks in advance for sharing any thoughts.[...]
About 10,000 years ago the Lake Erie wine region in Ohio was under a glacier. 10,000 years relative to the age of the earth is a grain of sand. Yet, over a relatively short time, the glacier melted and formed the great lakes (and some very fertile wine g[...]
I like, and agree with, your Cow metaphor. I have started to "microdose" in a few positions this week. Even though it's likely we could see lower prices, some of the price-points are getting pretty attractive (relative to where they have been, not nece[...]
I first started buying GBTC in December of 2019 as a hedge, along with GDX (Gold miners). During the COVID crisis which started in March of 2020, GDX proved to be a much better hedge against market volatility than GBTC. For the first couple months of the[...]
The drop in flu cases last year was so dramatic ,it does seem unbelievable. Antidotally, however, at my annual physical I was chatting with our family doctor who shared with me that he did not have a single patient last year with the flu (normally he has [...]
Great article, thanks! One more company in the therapeutic mix is ATEA Pharmaceutical (AVIR). It has enjoyed a nice move over the last month (from the mid-to-high $20, to the mid 40's). You may want to check this one out, particularly if it pulls back [...]
I think FB actually got down to around $17.50 after the IPO. Still kicking myself for not buying more when it was under $20.[...]
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Gosh, this is a blast from the past. As a young investor (in my 20's) I subscribed to the Bowser Report, when Max Bowser was the publisher. Always enjoyed the publication and his research. One pick that I did very well on was Micro Systems (MCRS). Sol[...]