Real Money Portfolio – revisionHi Travis, I’m referring your Real Money Portfolio and the annual review summary (March 2020) for making a call to buy the stocks in the dip. With today’s market sell-off, the numbers for the ’Buy Below’ and ’Stop Loss’ needs to be updated. It would be great if you can revisit the annual review and […]
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For those who like brevity, I just posted a spreadsheet version of the Annual Review, with a very brief comment on each stock along with a “buy below” price for all of the stocks I own and the “stop loss” price (some of which disagree with each other, since I use human decisionmaking on top […]
It’s been a wild ride for the past couple weeks of coronavirus panic, and this week has been especially crazy (and still isn’t quite over)… though it’s encouraging that my Real Money Portfolio has been a little bit stronger than the market so far this year — partly because of brilliant stock selection, I’d like […]
Earnings season is winding down, with only a few of my larger holdings yet to report, and so is my Annual Review of all of the stocks in my Real Money Portfolio — so I’ve got another installment of that for you today, sharing my updated opinion on a bunch of holdings (including a few […]
OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]
Here’s the scenario of a week ago: China is in the midst of an epidemic of possibly explosive proportions, with fear gripping much of the country (and the world) as a coronavirus spreads and seems to have a pretty high mortality rate, with conspiracy theories abounding and the fear of social unrest as whole cities […]
It’s time for part two of our Annual Review, this week I’m getting to a few of my largest holdings, including some that reported earnings recently and have had a big impact on the market. In the big picture, we’ve seen what impact a surprise event like the viral epidemic in China can cause… and […]
Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]
I haven’t yet gotten to a few of my largest holdings in our Annual Review, so that’s where I’ll begin today — with the insurance conglomerates Berkshire Hathaway (BRK-B), Markel (MKL), and Fairfax Financial (FFH.TO, FRFHF), as well as the somewhat related names Fairfax India (FIH-U.TO, FFXDF) and Boston Omaha (BOMN). I should be clear […]
I’m going to get to several updates on Real Money Portfolio stocks at the end, including those questions “What to do with Qualcomm (QCOM)?” … but first, I’m going to go through the stocks where I’ve completed my Annual Review this week. Each year I promise to re-analyze and reconsider my opinion about each stock […]
A few more company updates for you as we finish up the Annual Review… almost done now, though a couple stragglers remain. Medical Properties Trust (MPW) ~2% position, $9.87 cost basis, currently ~12$. I’ve held this volatile hospital REIT for more than four years now, through a couple ignored stop-loss triggers along the way when […]
Annual Review time! Earlier today I covered the changes that were actually made to the portfolio this week, and now I’m starting at the top of that portfolio with insurance stocks, and staying with that theme to also include a few insurance-related stocks that are smaller positions. Three of my top five equity positions are […]
All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]
Every year in January I set aside the monthly “share a favorite idea” pieces and do some reflecting on all the ideas we’ve shared in the past. This has been a good mental exercise and discipline as I’ve been forced to confront past mistakes and to check in at least once a year and reconsider […]
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To quote the legendary Michael Scott, the timing of this most recent melt up event was "nothing short of predominant" ...
Steve Sjugerjud of Stansberry Research says this is a game changer, He has been pushing Naspers for a while now......
I actually listened to the The True Wealth Systems Melt Up Seminar" with Steve Sjuggerud and towards the end of the...
I'm sure there are better copper, and other commodity, stocks. Steve Sjuggerud has a better batting average. But I gott...
Great analysis, thanks. The initial weighting of Chinese A shares in MSCI emerging benchmark will be just 0.39 per cen...
Travis, May I ask about the latest pitch from Dr. Steve Sjuggerud about two stocks to buy before May 31st, apparently b...
Steve Sjuggerud in daily wealth: "Regardless, China's National Team will keep buying to prop up the markets. And big ins...
Hello everyone, As alternatives to riskier-sketchier-opaque Chinese stock picks...Please check out $XSOE crazy good ret...
On Stansberry, I pay attention to what Steve Sjuggerud has to say but not so much to Stansberry's other advisers...
Join the discussiI have also had good luck wih them. Doc Eifrig, Steve Sjuggerud, and Stansberry all have good info and...
I am a lifetime subscriber to True Wealth, it only costs me $29/year. I wont add much but just wanted to congratulate yo...
I've been reading True Wealth for a little more than 3 years (since Dec 2014) . Steve Sjuggerud has had a very good trac...
I have been a long time subscriber to Stansberry Research. I know others have paid them compliments in this discussion. ...
$ESPR np, also regrettably. Hugo, may I chime in? Many studies show that people fear a loss more than they seek a gain, ...
Of all the advisors at Agora, Steve Sjuggerud and Ray Blanco have been the best for my investments. You can talk Ray dow...
As a Stansberry Alliance member for the past 7 years, I would rank Dan right up there with Dr. Eifrig, Steve Sjuggerud a...
Steve Sjuggerud is the only guy with whom I've ever made money. Although this thread concerns True Wealth, I also subscr...
I think you mean Porter Stansberry hated bitcoin. I never heard Steve Sjuggerud say anything about bitcoin but then agai...
Agree that Porter may be early, as he tends to be, whereas Steve Sjuggerud appears to have the timing down much better....
Agree, Steve Sjuggerud has provided many recommendations that performing quite well, especially Chinese stocks....
Steve Sjuggerud has encouraged his readers to invest in real estate since 2009 economic meltdown. He has invested in Flo...
I am a big Steve Sjuggerud fan. I went in on his China recommendations around 2004, and even more in 2005; and went heav...
I've been a Steve Sjuggerud reader for several years, as well as Dr. Eifrig and Porter. I like those guys. They are no...
Hi Steve Sjuggerud certainly knows how to spend an enormous amount of words on something...! The transcript of th...
Hear! Hear! While S&A Stansberry's Investments have been mixed, they have largely been profitable- very profitable sinc...
Have been a Stansberry subscriber for decades and Porter Stansberry and Steve Sjuggerud in particular have been pretty a...
I'm always bothered by these hype's where they take a bazillion words to say what could be said in a simple paragraph. I...
Statoil is an excellent company. An Agora publishing favorite over the past decade. Dr. Steve Sjuggerud had it in his po...
One thing I've noticed about Casey, Stansberry, and Steve Sjuggerud is that they are brilliant people who end up being W...
maybe it's just a rehash of the 2010 pitch by Steve Sjuggerud in his Daily Wealth article on buying Saint-Gaudens double...
Porter is such an anti-government whiner that I wouldn't do anything he told me, even if I could see that it would be to...
I have been a subscriber to several of the Stansberry publications and have made tens of thousands on their recommendati...
Thanks Milt -- I'm afraid I haven't looked closely at the Mortgage REITs (or "Virtual banks" as Steve Sjuggerud calls th...
GOV looks good to me, but its price jumped the first time Steve Sjuggerud pitched it, and it hasn't come back down to wh...
The words were "Do you have half dollars?" and they were by Dr. David Eifrig in his Retirement Millionaire not Steve Sju...
Hi, I have read a fair number of reviews, both positive and negative. Truth is, I am simply looking for someone with a...
I am more confused (and upset) now than before I bought into this. I paid for subscriptions to Dan Ferris' 12% and Steve...
Dr. Steve Sjuggerud from stansberryresearch.com promise x10 gains in his newly: "The secret currency". Coul...
True Wealth Steve Sjuggerud is a most interesting read! He comes up with enough good picks to more than make up for h...
Below is a copy of the letter I sent to Mr. Weber. I have made paper copies of all his newsletters since January 2003,...
Steve Sjuggerud in his Daily Wealth mentions 40% annually in Brazilian bonds. I assume Brazilian gov't bonds. Any idea w...
S & A Steve Sjuggerud is touting a $2.00 gold stock with a lot of upside. Could 1 of the above be the stock??...
Hello Travis and everyone. I came upon this site while researching a long-winded, too-good-to-be-true ad by Dr. Steve Sj...
Hello Travis and everyone. I came upon this site while researching a long-winded, too-good-to-be-true ad by Dr. Steve Sj...
The man, Steve Sjuggerud, is a myth to me. He has some outstanding picks and then he totally blows it by focusing on one...
Dear DailyWealth Subscriber, If you are interested in buying gold, Dr. Steve Sjuggerud has found what might be the p...
TRUE WEALTH Monthly, some what conservative recommendations from Dr. Steve Sjuggerud. A Stansberry & Associates ...
"True Wealth", written by Steve Sjuggerud, is one of the investment newsletters published by Stansberry & Associates...
SSRI sound right to me. SA is of a similar ilk - but focuses on gold (to date, SA has not ventured into actual mining). ...
Thanks for the heads up on Dr. Steve Sjuggerud, PhD. I received an email via Agora Financial Services. It all sounded li...
Cypress Semiconductor Corporation (CY) is also in the wind game. Steve Sjuggerud from Stansberry's recommended to buy an...
I received a newsletter from Steve Sjuggerud at Daily Wealth talking about making a fortune on 500B shares. What can yo...
This was the only place that I could get free advice about the trade that was better than gold or almost like gold by Dr...
I have received similar "enticements" from Stansberry & Associates (and from Steve Sjuggerud as well) over the past ...
Firstly, neither Speymill nor MPOF are developers and have never built a thing. As you correctly pointed out, they are ...
Hi, Here's one from Dr. Steve Sjuggerud at Stansberry & Associates, "My Best Idea of the Next 12 Months""I jus...