Answering a reader question about some REITs, plus a few other quick updates
P.S. Stock Gumshoe will be mostly closed for two weeks... expect your next Friday File on July 26.
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Friday File: “Trophy Assets”
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Friday File: Markman’s $5 “Next Cisco”
What's the teased "$5 Stock Set To Grow 18x In The Tiny Supercomputers Revolution?"
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Friday File: My “Top Ten,” plus Some Adventures in Shorting and A Check-in on Gold Royalties
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Friday File: Pot Dividend Surges, plus thoughts on gold and “bargains”
A couple buys in the Real Money Portfolio this week, plus notes on IIPR, Sprott, WRTC, Osisko, Nokia and 3M... among others.
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Notes from the Boston Omaha Annual Meeting
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Friday File: Buying Growth, Thinking about Retail, Tariffs and Panic
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Friday File: Bouncing Keys and a “Too Good to be True” Reminder
Checking in on a couple new buys, including some REIT talk -- notes on IIPR, KEYS, IIPR, NOK & ERIC, OKTA, SNH and more...
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Friday File: India, China, the Big Picture for 5G, and a bit of Selling
Checking in on India after the election, and the ongoing tech sector fear of ChinaQualcommHuawei5GPanic, updates on Fairfax, Okta, Qualcomm, Nokia and Keysight... plus reader questions on selling and Mtech
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Friday File: China, Data Center and 5G Shakeup… plus a couple boring buys
Checking in on a bunch of Real Money Portfolio newsmakers... including MGM, NFDA, COR, PINC, IQ and many more... plus two new names on the watchlist
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Friday File: Buying a “Bad to Less Bad” REIT, Plus Updates on TTD and IIPR
Adding a high yielder to the Real Money Portfolio, plus some quarterly updates
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