Buys, Quarterly Updates and a "Story Stock" bump in the Real Money Portfolio
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Friday File: A New Gambling Client, Quarters from KEYS and OKTA, and a 5G Check-in
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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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Friday File: From Weed to Shining Sea
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Friday File: A Hodgepodge of Earnings
Quarterly updates and some transactions on the week, including notes on GAN, PAR, ATVI, TTD, ROKU, FSLY, SHOP, AMZN, BOMN, BRK-B, AAPL and more...
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Friday File: How’s the Market Doing in Phase 3 Trials?
Lots of quarterly updates, plus a deeper dive into Insurance and hospital investments as COVID-19 uncertainty reigns
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Friday File: Gambling Hits the Nasdaq, plus Insurance, Preferreds, some Earnings Notes and more…
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Trade Note: Tax Loss Harvesting
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Friday File: Cheap Insurance and Expensive Silver
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Friday File: More on that “WeWork of Cannabis” Report
Spending some time on Innovative Industrial Properties again, plus a refresh for the Real Money Portfolio
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Friday File: How about Hedging?