I’m not an expert on the sector, but am wondering if this is a solid investment for the long term?
Microblogs
March 31, 2021
Thoughts on EVERQUOTE at these prices?
Seems like a company thats growing really fast and valuation seems reasonable? (Vs MILE, ROOT etc which have different challenges)/
January 13, 2021
Cant exercise PW rights (US)
Tried to do it with my broker and got this notice. Would appreciate it ” Regarding the exercise request on Power REIT entered today. The request was unfortunately not able to be processed due the following: Completion of the exercise would be facilitating a direct investment of funds into a cannabis company which is prohibited […]
June 2, 2013
Sold final positions in ROICW on Wed
With an average gain of 81% I am thrilled as I didnt make the mistake I did with Sandstorm (holding the warrants too long and ultimately breaking even during my final exit a month back and surrending substantial gains). Like Africa Oil, I made a great profit but definitely nowhere close to the peak with […]
May 6, 2013
Regret
Travis has an uncanny ability to pick some really good stocks. One such one (at least from a price appreciation perspective) was UNXL. However, it wasnt going anywhere and both he and myself stopped following it (I sold my stake). I had purchased in back in 2011 when it was hovering around 4 dollars a […]
October 4, 2012
SandStorm Gold Valuation
Hi Travis, Looking at Price to cash flows and PE, do you think Sand storm is overvalued? While they did sign the big deal recently, they’ve had an incredible run up prior to the NYSE listing and an almost parabolic growth after that. Earnings come in Nov. Seems like the stock has already priced in […]
August 21, 2012
Gold Miners and Financial Challenges
Thought I’d share this with the community – especially given the focus here on SandStorm Gold (they’ve also been in the news lately). http://business.financialpost.com/2012/07/24/miners-forced-to-get-creative-as-traditional-financing-sources-dry-up/ While all of this seems to be to be great news for SandStorm over the long term (especially with gold prices holding steady – unlike coal and gas!), it does provide […]
May 15, 2012
Reliable Energy on PINK
Any idea what is happening with reliable energy for those of us on the PINK exchange? Just saw this, but not sure what it means to us in the US. http://www.stockhouse.com/News/CanadianReleasesDetail.aspx?n=8499001
Recent Author Comments
Posted on September 12, 2023
Posted on September 9, 2023
Does rural broadband have a profitable future - satellite internet is dramatically dropping in price, it's now almost the same price as cable, and speeds are rapidly increasing. Just debating how this space looks in a decade or so.My friends who live i[...]
Posted on August 26, 2023
Travis, I was looking at the Intel chart. It's worse than the CSCO chart. On the surface, it tracked very similar (including a double top, which is what CSCO is doing now). After that Intel collapsed, prices till March 2023 were the same as (wait for it) [...]
Posted on June 17, 2023
This is a great point pbrophy. Interesting angle.[...]
Posted on June 16, 2023
Wonderful post Travis. I've been thinking about CSCO, APPL, NVDA, MMM, IBM, GE and others. History rhymes. We shall see. I share your thesis - when you buy and at what price matters a lot, in addition to what you buy. Those who say the latter only matters [...]
Posted on April 17, 2023
Completely agree. These are the old guard. The fact that AI breakthrough came from a tiny "non profit hybrid" called Open AI and not these giants that invested billions in it only reinforces the case. BARD uses Chat GPT in the back end for a lot of the loa[...]
Posted on April 17, 2023
Great points Travis. The far left and right seem to think the authoritarianism and dictatorships are a product of idealogy and political affiliation. In any instance sure, but they have shown up from all sides of the political spectrum over the long arc [...]
Posted on January 28, 2023
Travis, if you recall I asked for a dividend stock with potential for capital appreciation in your last premium post and proposed BGS, but wasnt sure. A couple of days later you deliver. I am going to watch QRTEA. Thanks[...]
Posted on January 23, 2023
Hi Travis, your mention of IEP got me doing some preliminary research on income stocks. This is an area I have avoided because I like income, but if there is also a potential for capital appreciation.IEP seems like a good candidate, I also discovered [...]
Posted on December 23, 2022
Happy new year Travis. 2011-2022 with you, cheers to an AWESOME 2023. Hopefully its better (account wise) Vs the very rough 2022 for me, bear markets make the best teachers and boy have I learned a lot. At the same time, I am excited to deploy cash as we [...]
Posted on November 16, 2022
I don't have an opinion on GRT but in general have not had the time to sift through the fundamentals of the alt coins. I would put MATIC and ADA as interesting projects worth looking at.[...]
Posted on November 16, 2022
Yes, gold has been a very proven store of value for sure for millenia. It will end once we get automated asteroid mining, but that is at least 25 years away.I love your work, I use my own developed algos for investing and trading but you provide a grea[...]
Posted on November 16, 2022
Travis, this post was great, deserving of its own Bonus Edition to a Friday File. I'm one of the original architects of Web 2.0. I am deeply involveed in cloud, edge and robotics. In other words, I've been on defining and mainstreaming cutting edge tech. I[...]
Posted on June 10, 2022
Travis, thanks for TOST.Two asks (for your quick scan to see if it makes sense for a Friday file/purchase)VRM- a similar story, well funded, high growth company that IPO'd and got crushed. Money in the bank and still growing, however, not profitab[...]
Posted on April 16, 2021
Thank you for the excellent writeup and the part about INTZ. My doubts about INTZ stem from their very broad claims about Shield. As a software engineer with nearly 20 years of experience, including in security, some of the claims seem very far fetched. I [...]
Posted on April 16, 2021
Really good question. I am not sure what to do here, but am sitting on the shares. My entry is the same as Travis.Leveraging my experience, here is what I have noticed. Almost always, these allegations cause a big drop, then on research its found that th[...]
Posted on April 6, 2021
Thanks, your point of view makes a lot of sense. The speculators here need to be flushed. I did get burned on MILE and EVER, exited MILE at a loss and I think I will half my EVER position and revisit in the low 30s or 20s. Other lucrative areas in the mar[...]
Posted on April 5, 2021
I own SFIX[...]
Posted on April 5, 2021
Because they have pumped up to ridiculous valuations for the years leading upto mid 2020. They need to grow into the valuations a bit I think.[...]
Posted on January 14, 2021
Thank you for responding! I use Fidelity. Are you US based (and your accounts?). Would you share your broker? I will call Fidelity tomm and lean in a bit - I wonder if sending me the paperwork is out of the question due to time.[...]
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Thnaks, the other thing to consider is some of those rural areas have poor cell phone signal. Satellite plans offer increasingly attractive bundles of satellite phone + internet.[...]