Gumshoe Articles: Big Picture / Asset Allocation

Broad investment commentary and/or asset allocation topics.

September 11, 2020 / Travis Johnson, Stock Gumshoe

Friday File: “Pre-IPOs” and some Real Money Portfolio updates

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September 4, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Overvalued Holds (and a Sell), plus more Video Games

Real Money Portfolio updates on DocuSign, Fairfax India and more...
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August 28, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions

A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...
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August 21, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Valuation Fears, GAN, and some New Speculations

Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...
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August 7, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Earningspalooza, with a half-dozen buys and sells

Checking in on the Real Money Portfolio as earnings season winds down.
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August 4, 2020 / Travis Johnson, Stock Gumshoe

DeHaemer’s 5 Disruptor Stocks for “New Normal” Pandemic Millionaires

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July 20, 2020 / Travis Johnson, Stock Gumshoe

Gone Fishin’

Stock Gumshoe is on hiatus, returning August 3
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July 10, 2020 / Travis Johnson, Stock Gumshoe

Friday File: A Light Trim for the Flyboys?

Shifting the portfolio a hair to move speculative "cloud" profits into more stable names... plus thoughts on gold, Berkshire and more
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June 26, 2020 / Travis Johnson, Stock Gumshoe

Friday File part 2: Nibbles and Two Watchlist Additions

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June 18, 2020 / Travis Johnson, Stock Gumshoe

Personal Finances teases, “Are You Owed An Extra $1,569 A Month in ‘Benefits’?”

The short answer is "no" ... but read on for the long answer and the reality behind these teaser pitches...
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June 12, 2020 / Travis Johnson, Stock Gumshoe

Friday File: The Relative Safety of Agencies

Some Real Money Portfolio transactions in Insurance, plus a bit on hedging, SPAC mania and more...
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June 5, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Pot Real Estate, Clouds and a Cautionary Tale

The risk of "Catch Up" Speculating, plus thoughts on IIPR, DOCU, WORK, PAR and a new buy
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June 3, 2020 / Travis Johnson, Stock Gumshoe

What’s that “$2 Billion Cannabis Deal About to Go Down on the Las Vegas Strip?”

What's the pre-IPO deal being teased by Cannabis Venture Syndicate?
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May 29, 2020 / Travis Johnson, Stock Gumshoe

Friday File: A New Gambling Client, Quarters from KEYS and OKTA, and a 5G Check-in

Buys, Quarterly Updates and a "Story Stock" bump in the Real Money Portfolio
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May 22, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Buys on the Edge, plus a look at Dividend Growth and Compounding

Updated buys and sells in the Real Money Portfolio, plus notes on SE, CCI, NVDA, MPW, FSLY, NET, ROKU, BAM and more...
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May 15, 2020 / Travis Johnson, Stock Gumshoe

Friday File: From Weed to Shining Sea

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April 24, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Gambling Hits the Nasdaq, plus Insurance, Preferreds, some Earnings Notes and more…

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April 14, 2020 / Travis Johnson, Stock Gumshoe

What’s Stansberry’s “The Government-Proof, Inflation-Proof, Crisis-Proof, Bear-Market Proof ‘Super Stock’ You Want to Own Today?”

Checking out the latest teaser pitch for Stansberry's Investment Advisory
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April 3, 2020 / Travis Johnson, Stock Gumshoe

Friday File: How about Hedging?

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March 27, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Gambling on Sports, Micro-Dosing on Stocks

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Recent Discussion
- Travis Johnson, Stock Gumshoe on Friday File: A Few Buys… / Sep 21, 10:55am
  Thanks... yes, the ped meds help establish that "subscription" mindset, too....
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- Travis Johnson, Stock Gumshoe on Friday File: A Few Buys… / Sep 21, 10:54am
  That's great, just note that this is not how SPACs used to behave. The mania over deals ...
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- Travis Johnson, Stock Gumshoe on Friday File: A Few Buys… / Sep 21, 10:50am
  Yes, he's been a "bitcoin believer" for years....
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- lastchance on Elliott Wave Trader / Sep 21, 10:37am
  Elliott Wave Trader with Avi Gilburt is the best tool I have found for investing/trading. ...
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- sivasankarboyana on Paul Mampilly’s 100x deal / Sep 21, 10:08am
  Hi team, any new picks recommended in 100X Club? Appreciate the help. Thanks....
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- molarboy5 on Elliott Wave Trader / Sep 21, 9:46am
  This is in addition to my comment below, I pressed return too soon by mistake. I used to...
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- Roger on Elliott Wave Trader / Sep 21, 9:38am
  Have been a subscriber for a number of years. I don't know these people who are complaini...
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- Dawg Fan on Elliott Wave Trader / Sep 21, 9:38am
  I've been a subscriber of Elliott Wave Trader (EWT) for over five years. What I've person...
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Reader Commentary & Questions
- Microblog: MotleyFools 5 G Stock.
  
  Anyone know which stock they are talking about?
  Read Article »
- Microblog: Porter Stansberry: 2 Nobel Prize Economists Predicted This Once-in-a-Generation Wealth Shift... WILL YOU BE LEFT BEHIND? A terrifying new trend is creating thousands of new millionaires (Barron’s estimates 20,000 to 200,000 so far) while at the same time destroying the financial future for many others...
  
  Porter Stansberry’s tease is to pay him $49.00 and you get all the answers. Travis, have you seen this and if so, what’s your opinion? Here’s the entire transcript, thanks for your input! Dear Reader, In regular places all over America, the “lights” are going out. No, I don’t mean the street lights or any [...]
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- Microblog: A once in a lifetime pick; k-digger- 71
  
  Here is a solid American stock to dream of and get rich within a year. I followed my rule of selling after a 30% profit and missed out on a huge return. Hey! A profit is a profit nevertheless. The WORKHORSE GROUP INC. (WKHS) Div yield – Prev close 28.03 52-wk high 30.88 52-wk low [...]
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- Microblog: Lou Basenese - Does anyone know which stock he is talking about?
  
  “This is, Hands Down, The PERFECT 5G stock” “It trades for just $2 per share… its ‘gatekeeper’ technology holds hostage the entire $12 Trillion 5G revolution… it just secured a CRITICAL 5G patent… … and by October 1st, my research says a major smartphone player could buy out this tiny company and hand us a [...]
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- Microblog: AMERICA's BOLDEST FINANCIAL EXPERIMENT (Jeff Clark's Latest Video / shopping trip)
  
  Looking for intel on Jeff Clark’s latest options trading pitch video where he apparently takes you on a shopping spree using only his TD Ameritrade brokerage card and his smart phone with a “Option Chain” app on it. He uses the stocks of companies he’s about to shop at to seemingly generate money out of [...]
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- Microblog: Market movement- most of the day for Wednesday was spent watching the Nasdaq and following a half dozen positions to figure out my next move. The whole index moved very little for most of the
  
  day bouncing back and forth between positive and negative . What got me concerned was that right at the end of the day. There was a sudden drop of over 100 points. Fortunately it didn’t affect my positions and didn’t cost me anything. Is this the new norm for the markets?
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