Shifting the portfolio a hair to move speculative "cloud" profits into more stable names... plus thoughts on gold, Berkshire and more
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Friday File: A Light Trim for the Flyboys?
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Friday File: Music Royalties, Swedish Betting and Gold Speculation
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Friday File part 2: Nibbles and Two Watchlist Additions
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Friday File part 1: “Accidental Discovery” and a 10-Cent Stock?
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Friday File: A New Arbitrage, More Gambling, Royalties for the Watchlist, and Bubble Thoughts
I feel very cautious, yet also bought four new positions this week in the Real Money Portfolio...
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Friday File: The Relative Safety of Agencies
Some Real Money Portfolio transactions in Insurance, plus a bit on hedging, SPAC mania and more...
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Friday File: Pot Real Estate, Clouds and a Cautionary Tale
The risk of "Catch Up" Speculating, plus thoughts on IIPR, DOCU, WORK, PAR and a new buy
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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