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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 […]

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 […]

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 […]

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 […]

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 […]

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

On Friday File: Who Deserves Patience?

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.[...]

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On Friday File: Who Deserves Patience?

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[...]

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On Friday File: NVIDIA Amazes Again

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) [...]

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On Friday File: Valuation Matters... and Why Don't I Own Apple?

This is a great point pbrophy. Interesting angle.[...]

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On Friday File: Valuation Matters... and Why Don't I Own Apple?

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 [...]

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On Friday File: Buffett goes East, Bassy Impresses, and what's that "Fedcoin" fear about?

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[...]

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On Friday File: Buffett goes East, Bassy Impresses, and what's that "Fedcoin" fear about?

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 [...]

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On Friday File: More High Yield Speculation

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[...]

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On Friday File Part Two: In Other News

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 [...]

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On Friday File: Nibbling on High Yields

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 [...]

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On China, Berkshire, and some Portfolio Updates from the Rich and Famous

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.[...]

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On China, Berkshire, and some Portfolio Updates from the Rich and Famous

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[...]

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On China, Berkshire, and some Portfolio Updates from the Rich and Famous

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[...]

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On Friday File: Restaurant Royalties, and a little Wallowing in Pessimism

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[...]

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On Friday File: Benchmarked Returns, Some Clunker Updates, and Coinbase

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 [...]

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On Microblog: What’s going on with INTZ?

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[...]

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On Microblog: Any thoughts on EVER? Seems like it's beaten down, but shows great growth numbers. Not sure whats going on here.

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[...]

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On Friday File: Cheaper SPACs and a Year to Remember

I own SFIX[...]

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On Friday File: Cheaper SPACs and a Year to Remember

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.[...]

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On Microblog: Cant exercise PW rights (US)

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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