Weekly comments from Stock Gumshoe, almost always published on Fridays (plus some occasional extra notes as news warrants)
Have you been watching what’s going on with the trendy pot stocks lately? Holy crap. This reminds me now of 1999 more than it reminds me of the cryptocurrency bubble of this past winter — these larger marijuana companies, like many of the dot com companies (and unlike most cryptos, of course), are real businesses […]
I keep seeing more and more marijuana teaser ads, and yes, marijuana is an exciting sector right now with legalization in Canada and probably more incremental moves toward legalization of marijuana in the US this next election cycle… but they’re still companies that we have to analyze and understand if we’re to think of these […]
This article was originally published as part of the Friday File on August 10, 2018. It has not been updated or revised, though the stock teased is still at roughly the same price and no major news has hit since then. We’re breaking the Friday File up into two parts today — starting with this […]
Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]
Welcome to another Friday of earthly delights! We’ve had some new folks join our numbers in the past few months, so I thought I’d catch you up on the Real Money Portfolio and what it represents… and why I write about it for you. After that, I’ll catch you up on my thinking on a […]
Today, as part of your Friday File delightfulness, I’m taking a look at a new teaser pitch from a newsletter that I’ve never heard of before — the Radical Wealth Alliance from Investing Daily, which seems like it’s culling “ten bagger” ideas from all the Investing Daily pundits but, in this case, is pitching an […]
Since the other part of today’s Friday File is all about a biotech stock tease, I thought I’d start out this week’s look at my Real Money Portfolio stocks in that sector. I avoid the drug developers, for the most part, but health care should be a huge sector and a growing one, in general, […]
This teaser solution originally appeared as part of a Friday File for the Irregulars on December 15. The ads are still running, this time under headlines like “Time to Bet the Farm”, so we’re taking another look, including my updated thoughts following the last quarterly report (I own this one), but most of the teaser […]
Ligand (LGND) started us off on Monday with a huge “beat and raise” quarter — which was already at least partly in the works, since they had raised expectations earlier and made a big deal with WuXi Biologics to amend a license agreement in exchange for a $47 million up-front payment… but they did exceed […]
Lots to discuss this week, mostly because several Real Money Portfolio companies reported earnings… and because I added money to two positions this week, and brought a new company into the portfolio. Enjoy! Shopify (SHOP) had reasonable earnings when they came out, but “reasonable” isn’t enough for a high-growth momentum stock that’s trading at almost […]
Crazy earnings week, eh? That leads me to a few adjustments to the portfolio, as my opinions have changed about a few stocks at the top of the Real Money Portfolio. So this week your Friday File is another run through a hodgepodge of stocks, starting with the one that I think is looking most […]
Today we’ve got a bonanza of content for my favorite people (yes, that’s you!) — a couple quick teaser solutions to close out the week, which morphs right into one little transaction in my portfolio, and then an update on a few other things that are going on with Real Money Portfolio stocks. Ready? OK, […]
Hello, dear friends — I have a few portfolio updates to start with as I get you updated on a few trades that triggered since I last wrote, so adjustments to the portfolio (including a few buys and sells) will be the focus of today’s Friday File. The latest update to the Real Money Portfolio […]
Today I’m leaving you with just a short note for your Friday File, as I wrap things up to vacation with family — Stock Gumshoe will be closed next week, and we’ll be back on our regular publishing schedule on July 9… enjoy! One of the things that we do to keep us sane here […]
Today we’re going to start you out with a quickie teaser solution, and I’m going to keep it quick mostly because this one is largely a connect-the-dots guess, given the limited number of clues that were dropped in the ad. The ad is from Marin Katusa, who went off on his own after leaving Casey […]
This counts as a “holy crap!” week when it comes to earnings, not because of any huge reporting that moved the market but because of the surge by just one stock, our fad retailer Five Below (FIVE) after earnings on Wednesday night. FIVE is generally lumped into the “dollar store” category, it’s the teen-focused retailer […]
CoreSite (COR) announced their latest dividend increase this week, which I’ve been anticipating — would they continue to be a rapid dividend growth REIT and keep investors excited, or will the slowing of the dividend growth continue to make me more cautious about the valuation of this highflier? Well, it turns out that the dividend […]
Hello, dearest Irregular friends! I’ve been spending part of my day working on our new “Ask A Stupid Question” project, but don’t worry, I wouldn’t forget about my favorite Friday File readers! So what’s up this week? There are a few minor updates in the Real Money Portfolio that I’ll get to at the end, […]
A few updates and thoughts to share with you on this fine May Friday, starting with a more detailed look a the new healthcare-related stock that I added to my portfolio a little while ago and haven’t discussed much yet. That stock is Premier, Inc. (PINC), a truly generic name for a pretty interesting company. […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]