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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And a few quick notes of much less consequence… PAR Technology (PAR) announced a new customer for their Data Central product, which is their back-office software for chain restaurants (inventory, scheduling, etc.) and used to be called Restaurant Magic — and I’m not sure why. This is a tiny deal, with DiBella’s Subs… that’s […]
If you’re going to be a long-term investor, focused on buying good companies whose value can compound over time, and not just a trader who’s trying to jitterbug in and out of positions for a gain in a month or a year, then at some point you have to remove your thought process from “the […]
This is one of the biggest weeks for earnings in the Real Money Portfolio, so I’ll mostly be checking up on the quarterly updates from some of my larger holdings for you today… but in analyzing quarterly updates and other news, I did find myself drawn to make a few purchases (and one sale). If […]
With each passing day this week, I became more and more interested in “boring” stocks — there is ALWAYS a temptation to chase hot ideas, and I’m certainly not immune to speculation, but the GameStop (GME) craziness is too much. Plenty of folks have asked me about it, so I’ll just blather on about that […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
Happy New Year! The fact that this week’s portfolio moves included a little stop loss selling and some nibbles in asset management, insurance and music royalties probably tells you all you need to know about how cautious I feel to start this year… though, as always, I try not to have my personal sentiment drive […]
First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
Kind of seems like everyone wants to run away and hide until after the election, no? I can’t emphasize enough just how happy I am that this will all be over a week from now… or, at least, that the voting and the initial results will be over, I hope the polls are correct and […]
President Trump’s “germophobia” and longstanding reluctance to shake hands or hug people hasn’t saved him from exposure to the coronavirus, we learn this morning — both the President and First Lady have tested positive, following the announcement yesterday that Hope Hicks was going into quarantine after a positive test — but perhaps it will help […]
This would have been a good week to take a vacation. Market soaring on Tuesday, market crashing on Thursday, but when we look back on the whole thing it almost evened out — any ebullience we might have felt in the up days was matched by the panic as the market crashed back down on […]
The latest teaser for Divide.com’s Premium service ($149/yr) had a headline that caught my eye: “Discover How Our Latest Best Dividend Pick in Insurance Space Is Thriving in the Pandemic” Who wouldn’t be interested in that, right? The insurance business is under scrutiny and pressure to some degree because of coverage (or lack thereof) for […]
The teaser pitches from Dan Ferris tend to get a lot of attention from Gumshoe readers, both because there aren’t all that many of them and because the big Stansberry marketing machine sometimes pushes them pretty hard… and I have a lot of sympathy with Ferris’ general “value investing” strategy, and do sometimes find his […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
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 […]
The plan for today? Â Figure out what other name might be associated with Nikola Tesla, and use it as the name for a new-age company. Â Venture funding should flow without regard to merit, and you might just be able to go straight to an IPO and buy that private island. Nikola (NKLA) is taken, thanks […]
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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...