Premium Content

A few new additions in the Real Money Portfolio

Re-sharing some "Dividend Rules of Thumb," plus updates on GAN, MPW, ROKU, NVDA, IIPR, CHWY and more...

Real Money Portfolio updates on DocuSign, Fairfax India and more...

A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...

Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...

Updates on some healthcare and real estate stocks in the Real Money Portfolio, including four add-on buys and two new names for the watchlist

Checking in on the Real Money Portfolio as earnings season winds down.

A vacation sendoff that includes a new buy, some thoughts on screens and streaming, and a couple sells in the Real Money Portfolio.

Shifting the portfolio a hair to move speculative "cloud" profits into more stable names... plus thoughts on gold, Berkshire and more