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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I think I found the answer, in Wikipedia: Build America Bonds From Wikipedia, the free encyclopedia Bui...
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Travis, thanks for confirming what I was gathering from watching the video. Fitz-Gerald does drop a couple of little 'hi...
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The 8b part has nothing to do with tobacco (or nothing direct, at least), that's just an oblique tease for investin...
Hi - I googled the IRS 8b Payout, and what it is, is municipal bonds. The item referring to cancelling this is nothing ...
You've got to be kidding me? "Safe Harbor Investment Covanents" are really just "Municipal Bonds"??? This Steve Christ...
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