Topic Archives: Annual Review

Hi 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 […]

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 […]

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 […]

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 […]

Comments

  • Hi Travis. I’m always looking forward to your Friday File, and this annual review was very much appreciated. I was w...

  • Sorry, I got the Annual Review mixed up with the Real Money Portfolio (which I just now found out about). It was the An...

  • great value as always Travis.. that new table underneath is a charm (maybe 1 or 2 of those columns could integrate the...

  • Travis, will Boston-Omaha be in this Fridays annual review? Very interested in this stock....

  • Haven't done my annual review on that one yet, it will be coming in the next week or two (they should report on or aroun...

  • The annual review segments have been coming out every week for four weeks now, now, so in the list of Friday Files you c...

  • Hi Travis, I'm a new subscriber and thanks for the informative write-ups. I couldn't find the annual review part ONE. ca...

  • Yep, I’ll get to Berkshire in the annual review soon....

  • Yes, this annual review is extremely helpful. You give us excellent value, Travis. Thank you. Your analysis and clear ex...

  • thanks Travis for keeping us up to date with your Trade Notes and thoughts during these volatile times. Today I nibbled...

  • Fantastic! Ditto many others posted here. Well worth the Irregular Membership!!...

  • I did not see any commentary in the annual review regarding your position in gold. Not sure if I missed it...

  • No, the second installment of the annual review is coming... just a bit late....

  • Hi Travis. I appreciate your annual review and have a question. I also purchased a bit of SPCEWS, same reason to be a ...

  • Time maybe? With all the annual review that Travis is currently covering, you can accept that the summary is not there h...

  • $BLPH ow - Welcome Assaf Korner, new CFO! http://investors.bellerophon.com/phoenix.zhtml?c=253899&p=irol-SECText&TEXT=a...

  • $AUPH The Annual Review of the S&P/TSX SmallCap Index TORONTO, Sept. 8, 2017 /CNW/ - S&P Dow Jones Canadian ...

  • I can't necessarily give unbiased information on much of anything, I have biases the same as anyone else -- I particular...

  • Travis, i like Altius, but I haven't bought it yet. In the last two weeks, the stock is up 25% +/-, possibly due to thei...

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