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Topic Archives: Arthur J. Gallagher (AJG)

  • Friday File: Berkley, Bro, Deere and more…

    Earnings season updates, a couple trades, and a new watchlist stock

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  • Friday File: What’s Going to Happen Next Year, and What Should I Buy?

    A little pointless forecasting, plus answers to reader questions and a trade update or two

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  • Friday File: Growing WITHOUT Big Tech?

    Earnings season is finally really here, and perhaps that will bring the focus back down to earth… maybe for a few weeks we’ll stop obsessing about the big picture and the trajectory of future interest rate increases, trying to read the tea leaves to guess when the Federal Reserve will stop raising rates… and start […]

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  • Friday File: “Ray Dalio’s Next Big Bet” — plus Hurricane Thoughts, and some Tax-Loss Selling

    What the heck is this "Compound M" being teased as an energy solution?

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  • Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”

    Amazon (AMZN) is about to drop by 95%! Just kidding, but the price will fall about that much after the close tonight — the stock split they announced goes through today and will show up tomorrow in your account, if you own shares, so AMZN shareholders can expect to see 20X the number of shares […]

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  • Friday File: Doc’n the Box

    A new $100K Lock Box purchase, an add-on in carbon capture, and more news from the Real Money Portfolio

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  • Friday File: Another High Yielder to Light Up the Portfolio

    I’m of many minds about the market, depending on how I feel in a given moment, so I try to avoid prognosticating… but if you want to force yourself to think about risk, as we all should do at least some of the time, one of the best go-tos is John Hussman, who has a […]

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  • Friday File: Fears Rising in a Strong Quarter

    Some shifts in my insurance-related positions, plus updates from GOOG, AMZN, AMT, GSHD, Kambi, MPW, SHOP, MMM and more...

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  • Friday File: Fed Foofaraw, and a Hodgepodge of Real Money Portfolio company updates

    It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]

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  • Friday File: Sea, GAN, Keysight and some (possibly) big IIPR news

      There are two conflicting drivers of my thinking right now: The notion that I should be conservative in cutting my losses on stocks that are losing money; and the fact that all of my largest mistakes have been made in selling stocks far too early. Yes, I’ve lost plenty of money in speculations or […]

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  • Friday File: Inflation, Panic, and some Buys in a Bad Week

    Updates on PAR, TTD, GSHD, and more... plus a new Lock Box entry, some more hedging, and some add-on buys

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  • Friday File: Insurance and Tech Updates (and buys)

    Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one

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  • Friday File: Some Buys Beyond the Games

    A couple new Real Money Portfolio positions, plus Part One of the Annual Review (and, yes, some GameStop comments)

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  • Friday File: A New Cyclical Buy

    Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...

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  • Friday File: Happy (?) New Year!

    What's happening with our Real Money Portfolio as we start the year? Updates on Roku, AerSale, The Trade Desk, Power REIT, GAN and many more...

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  • Friday File: We’re All Speculators Now

    Reducing some leverage in some names, and buying a little more equity in others in our latest Real Money Portfolioupdate -- with updates on CHWY, SFIX, YSAC, ROKU, VSBLTY and dozens more...

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  • Friday File: This, Too, Shall Pass (but first, let’s buy some stuff)

    A few sells and buys in the Real Money Portfolio as earnings season kicks into high gear, plus update on Apple, Amazon, Berkshire Hathaway, Fastly, Teladoc, Markel, Goosehead... and a dozen others.

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  • Friday File: Insurance Disruption, flat Rhythm, and a falling Par

    One new buy in the Real Money Portfolio this week... plus thoughts on Lemonade, Goosehead, Rythm Pharma, Lemonade, Par Technology and more...

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  • Friday File: Overvalued Holds (and a Sell), plus more Video Games

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

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  • What’s Dividend.com’s “Baby Buffett-Styled Stock” that “Features Years’ Worth of Dividend Growth”

    A pitch for their premium service says that this teased stock "Features Years’ Worth of Dividend Growth" -- so what's the story?

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  • Dan Ferris teases “A Low-Risk Shot at 1,550% on the ‘Best Business in the World'”

    What's being teased in the latest ads for Extreme Value at Stansberry?

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  • Friday File: A Light Trim for the Flyboys?

    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 part 2: Nibbles and Two Watchlist Additions

    I shared part one of our Friday File with you this morning, when I took some time to dig into a nanocap idea being teased by Keith Schaefer, so part two will be a little more brief… just a few quick notes about things of interest this week, and some minor moves in the Real […]

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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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  • Comments

  • Any particular reason you're buying Brown&Brown and AJG but not AON? Seems like AON/Towers Watson has a lot of synergies...

  • Great article as always Travis; good job Thinkolator ..... good topic especially today with Nasdaq & tech stocks do...

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