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 […]

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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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    $ No ticker It all depends on your risk tolerance and tax situation. In my taxable account, I try to keep a balanced po...

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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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    So, yes, you can (sort of) “stake your claim” to the “Master Settlement Agreement,” and you probably can generat...

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    $EXK....The company seems like a solid mid-tier silver miner. There are no major questions for me other than reserves an...

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    I am sure you won't be surprised if I agree with some of what you say and disagree with some. One of the parts I disagre...

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    Just to be clear, "770" refers to IRS code number 7703 (possibly 7702) which states that the gains in the cash value of ...

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    I think it was about buying municipal bonds. They suggested NUV . You don't have to pay income tax on the dividends....

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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...

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    Hi - I googled the IRS 8b Payout, and what it is, is municipal bonds. The item referring to cancelling this is nothing ...

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    You've got to be kidding me? "Safe Harbor Investment Covanents" are really just "Municipal Bonds"??? This Steve Christ...

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    Thank you for your work,,,,I also received that teaser, and wondered what Florida could possibly offer us, beside an ele...

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