Weekly comments from Stock Gumshoe, almost always published on Fridays (plus some occasional extra notes as news warrants)
I’m off to spend a couple weeks walking in the woods with Mrs. Gumshoe and the Little Gumshoes (though they’d probably want me to note that they aren’t so little these days), so we won’t have much in the way of new content at Stock Gumshoe for the next two weeks, and the next Friday […]
Happy Friday, friends! I don’t have any big news on the Real Money Portfolio to dig into at the moment (though the updated portfolio is here, FYI), so I’ll spend my Friday time with you sifting through another teaser pitch and getting you some answers… then we’ll get to a couple quick updates and thoughts […]
Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]
I don’t usually make a point of meeting or interviewing executives, mostly because I don’t want to be swayed by personal impressions of people who probably wouldn’t be in their position unless they were personable and appealing… but when you’re really dealing with a “bet the jockey” stock like Boston Omaha (BOMN), it is important […]
The jobs report from ADP was frightening on Wednesday, bringing more fear that the trade war uncertainty and/or some shift in sentiment is cutting business spending, and it seems to be contributing to the rapid “narrative shift” that has happened this year — whereas we were all shocked that the Fed would even consider cutting […]
Sometimes I get so deep in the weeds in struggling through the absurd promises and promotions from investment newsletters that I forget to mention the one key common-sense tool that we all have at our disposal: If it sounds way to good to be true, it’s not true. Sadly, in the world of investing we […]
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
So… anything happen this week? 🙂 We’ll start with a few headline-grabbers from the Real Money Portfolio in the technology world, slide into a little teaser solution for you, and then share some updates on a couple small buys I made, plus some additions to the watchlist, along with the usual blather… Xilinx (XLNX) had […]
I’ve got a new buy to go into in some detail today, but first let’s go through some meaningful earnings reports that shook up the Real Money Portfolio this week and sent some questions my way… The Trade Desk (TTD) beat the analyst expectations for both revenue and earnings this quarter, but not in a […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
Happy weekend, campers! Here’s a good quick read for you to start the weekend from Vitaliy Katsenelson, who is a smarter guy than me. It’s called Want to Be a Better Investor? Stop Staring at Your Portfolio… and it got me thinking a little bit. Here’s a little excerpt: “You spend hundreds of hours on […]
I’ve been meaning to check in on one of the few mutual funds that I’ve written in detail about for you, so in the absence of any other big portfolio moves we’ll take a minute for that today. DoubleLine Shiller Enhanced CAPE (DSEEX) is a “better mousetrap” kind of fund, which should make us start […]
Bonus article! This teaser pitch originally appeared as part of a Friday File on March 1, and now that the story has changed a little and some time has passed I’m releasing it for everyone to read… with a few updated thoughts from yours truly at the end. From 3/1/19: I got a teaser pitch […]
As the market comes close to new highs again, I’m strangely finding some solace in more bearish views. My Real Money Portfolio is doing just fine, thanks, beating the broader market by about two percentage points since the beginning of 2018, but I’m also keeping a substantial cash allocation and have money allocated to hedge-y […]
A happy Friday to all of you out there in Gumshoeland… I’ve got a bunch of little stories to cover, starting with a chain of thoughts about some of the overvalued “cloud” stocks that have generated a little news in recent days, and then I’ll provide a few updates on other stocks, and a couple […]
As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
Happy Friday! Let’s start you out with my favorite article that I read this past week: Michael Batnick’s Twenty Craziest Investing Facts Ever. Go read it whenever you’re convinced that you know what is going to happen over the next few weeks… or even the next few years. So… what’s going on in the portfolio […]
Since I added to a telecom/5G stock today, and I see that same stock being teased again this week, I thought I’d take this Friday opportunity to solve a teaser for you as I update you on my portfolio moves. The teaser is from Michael Robinson for his Nova-X Report ($79/year), and it sounds kind […]