Weekly comments from Stock Gumshoe, almost always published on Fridays (plus some occasional extra notes as news warrants)
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 […]
I’ve got a couple updated thoughts to share with you on some Real Money Portfolio companies, including answering some reader questions about when to take profits on IIPR (I’ll warn you up front, my answer is wishy-washy), but first I’ve got a quick teaser solution for your Friday edutainment. Just today I got a teaser […]
I don’t want to give you too much to read, since probably the most interesting reading this weekend will be Warren Buffett’s annual letter to shareholders (which should be posted here as part of Berkshire’s Annual Report, around 8am EST tomorrow), but I do have a quick teaser answer to share with you… and a […]
Everyone was watching this week to see if Warren Buffett did anything big with Berkshire Hathaway’s (BRK-B) portfolio in the fourth quarter of last year, news that comes once each quarter (large investors have to file their end-of-quarter holdings in US stocks 45 days after the quarter ends), and… he didn’t. Berkshire did add to […]
Heydy ho, investing friends! I finally wrap up my Annual Review this week by covering the final three names… and I’ve also got a bunch of other updates to share with you, along with one add-on buy and one brand-new holding for the Real Money Portfolio… enjoy! We’ll start with the completion of the annual […]
I haven’t yet gotten to a few of my largest holdings in our Annual Review, so that’s where I’ll begin today — with the insurance conglomerates Berkshire Hathaway (BRK-B), Markel (MKL), and Fairfax Financial (FFH.TO, FRFHF), as well as the somewhat related names Fairfax India (FIH-U.TO, FFXDF) and Boston Omaha (BOMN). I should be clear […]
I’m going to get to several updates on Real Money Portfolio stocks at the end, including those questions “What to do with Qualcomm (QCOM)?” … but first, I’m going to go through the stocks where I’ve completed my Annual Review this week. Each year I promise to re-analyze and reconsider my opinion about each stock […]
The “Trade War” is getting real, and the higher prices imposed by governments in China and the US. Tariffs are just import taxes, paid eventually by the customer, so they raise prices… which, our economist friends will tell us, suppresses demand… and since the higher price is going to a tax, not to a company, […]
Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]
Happy New Year to the best readers in cyberspace! I hope your 2019 is fabulous… and that you don’t have too many heart palpitations following the last couple weeks of market and political brinksmanship. I haven’t written to you in a while, thanks to my much-appreciated time away with family and friends in the mountains, […]
Ray Blanco makes (part of) his living looking for biotech moonshots, like most biotech-focused newsletter writers — and like his predecessor at Agora’s biotech and emerging tech-focused newsletter Breakthrough Technology Alert, he has often touted companies that are trying to end the scourge of Alzheimer’s Disease. Why? Well, two main reasons: First, and by far […]
The response was pretty overwhelmingly positive when I started sending out those “Trade Note” emails this week… so I’ll stick with it for a while, at least, and see how this goes. What does that mean? Same day buy/sell notes about my Real Money Portfolio will be sent to the Irregulars going forward, in hopes […]
Thanks so much to the new folks who’ve joined us as Irregulars this week — we’re midway through our annual charitable membership drive, and it’s looking pretty good… I’m hoping we can get our totals up to last year’s numbers, and we’re almost halfway there with a donation pile of close to $6,000 now. That’s […]
A fantastic market last week, a terrible market this week… it’s time, once again for another episode of “Turn Off CNBC and Have Some Perspective!” I won’t go into a long screed about long-term investing here, but I thought I’d just share one of my favorite charts — I see someone post something like this […]
I don’t have any big updates on the Real Money Portfolio this week, or on my big-picture thinking (still holding a lot more cash than usual, still being mindful of stop loss triggers for momentum/growth stocks, still hoping some of my favorites will reach prices that inspire a buy soon, since we’re right in the […]
Gobble Gobble! It’s that time again! Stock Gumshoe is mostly closed down for the holiday week, but we do have to continue our annual tradition of calling out our “Turkey of the Year” … so take a pause from that turkey brining and join us, won’t you? What is this tradition, you ask? Every year, […]
Happy holiday season, campers! What’s up with the Real Money Portfolio as we head into a slow Thanksgiving week? The most brutal takedown of the week was NVIDIA (NVDA), which I’m sure many of you noticed this morning — that’s a stock that hit a stop loss a while back for us (I was watching […]
There was an election on Tuesday, I hear. I voted. The counting is almost over now. Apparently the world did not end, and now we begin the campaign for the next election… everyone raise their hand who wants to vote for austerity and deficit reduction and lower spending and higher taxes and delayed Social Security […]