What’s going on right now? Well, pretty much the same thing that has been going on for the past few months — inflation is raging and freaking out the Federal Reserve, which is getting more assertive in trying to slow the economy to slow that inflation, and for whatever reason the logjam was loosened a […]
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Attractively priced Travis’ Real Money Portfolio stocks relative to his “buy below” targetsLooking at the market and Travis’ portfolio with regard to the “max buy below” and “preferred buy below” prices. When I downloaded the data, there were four stocks trading below the preferred buy below hurdle (GOOG @ 25% below, WCC @ 13% below, BAM @ 11% below and AVLR @ 3% below). Seventeen are below […]
Remember the good ol’ days, from, say, 2010 to 2018, when it was really, really unusual for a stock to move by more than 3-4% in a day? Man, I miss those days. It used to be that you could skim through a list of stocks, your eyes would be drawn by something that jumped […]
Happy New Year! The world is turning to a focus on (maybe) rising interest rates, fear of inflation, and “value” stocks in many ways, or at least so says the perpetual punditry machine that is investment media. Nobody really knows what’s going to happen next month, of course, or for the next year… nobody should […]
Last weekend I was on an airplane for the first time since March of 2020, thanks to a family wedding, so I got a personal experience with a couple trends that we’re hearing from other people: First, travel is back in a huge way, every flight is completely full, and many airports are even more […]
I’ve had several readers ask me about the Trump Media deal, which is an announced plan to take a new company, Trump Media & Technology, public through a merger with a SPAC called Digital World Acquisition Corp (DWAC). It has generated a lot of attention for sure, and the stock price has soared, but so […]
The Motley Fool’s growth strategy in recent years has been to launch lots of higher-end “portfolio” services in the $1,000-2,000/yr range, usually with some kind of thematic focus… and the menu of offerings is getting a little insane now. When I launched Stock Gumshoe in 2007, the Fool had five or six different paid newsletters… […]
I’ve got a lot of ground today, but I thought I’d start us out with solving a teaser pitch for you… you’ll see why I chose this one in a moment. Marc Lichtenfeld is out with a new pitch for a high-end Oxford Club service he’s launching called Predictive Profits ($1,497 “on sale” from $4,000, […]
So… what’s happenin’ this week? I’m still wrapping my head around whether or not I’m interested in building a position in Coinbase (COIN) (or Voyager (VYGR.CX, VYGVF), or other brokerage/exchange companies in the cryptocurrency space), so I’ve been curious to watch the shares of COIN slowly drift down as Bitcoin prices fall from their highs. […]
I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]
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, […]
This article was originally published on June 16, 2020. The ad is circulating again now, and seems unchanged from when we first covered it, so we’re re-posting it here to help answer reader questions. What follows has not been updated or revised since June, as of today the stock has risen in value by about […]
Quite a week, no? As expected, my predictions about the election were wrong… and, perhaps more importantly, even anyone making a prediction about how the election returns were going to come out would have probably been wrong in guessing what might happen to the market in the wake of those results. I expected there to […]
Let’s start with the obvious, just to get my weekly brain dump underway for you: We don’t know what the election will hold, or where the market will go from here… I continue to think stocks are pretty expensive, particularly the hottest tech stocks (and I still own a lot of them), but I also […]
It’s been almost three weeks since I last dug into the Real Money Portfolio and shared my updated thoughts… and a lot has been happening, with earnings reports and other big news from a lot of Real Money Portfolio stocks, so buckle in and I’ll try to at least hit the high and low points […]
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 […]
If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
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Thanks Travis, A great read. as always, and timely, as I have been selling out of a few positions (with gains!) in order...
If AVLR breaks through $94 the next significant Fibonacci support level is $68. This is also the base building , consoli...
ASAN, MTTR, and NCNO are correct. AVLR is also in the MF SaaS portfolio. Spot ON, Travis! I do not own any of these...
I'm more of a diversifier than a weeder, a lot of the best growth stocks I own are in a "hold" area for me -- the ones t...
Is Travis being humble? On June 16, 2020, when he first covered AVLR, it closed at 116.74. When he next wrote about it o...
Hello Travis. Another great post! I have email notifications setup for all your posts, but when busy I tend to skip the ...
Thanks Thinkolator, I'm going to take a little bite too....