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. […]
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With each passing day this week, I became more and more interested in “boring” stocks — there is ALWAYS a temptation to chase hot ideas, and I’m certainly not immune to speculation, but the GameStop (GME) craziness is too much. Plenty of folks have asked me about it, so I’ll just blather on about that […]
Stock Gumshoe is closed in honor of Dr. Martin Luther King, Jr. today, as the markets are also closed, but for those looking for a little reading… I’m sharing here a taste of the Friday File from a month ago. What follows was the final section of the Friday File I published on December 18 […]
As we close in on the end of the year, with the market still rallying so fiercely, I’ve begun to think about risk management a little bit more — I’ve been using the stellar performance of many of my options speculations this year to take profits and “let out the steam.” As I see it, […]
We won’t be posting a Friday File next week due to the Thanksgiving holiday, and publishing will be light in general for the next few days for the same reason (though we will, of course, feature our annual Turkey of the Year) … so perhaps you can take some solace in the fact that this […]
Earnings season tends to start a little slow here at Stock Gumshoe, since I don’t own many of the stocks who report early — we had Intuitive Surgical (ISRG) last week and cell tower REIT Crown Castle (CCI) yesterday, but things will heat up in a big way next week, when I’ll have about a […]
My spirits have been lifted a bit in the last week… not so much by the general state of the world (unemployment is horrifying, the pandemic remains scary, politics has sunk even further into the gutter, a big chunk of the world is literally on fire, again), but by the return of some seasonal patterns […]
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
This spiel from Christian DeHaemer touches on many of the “trend” stories that investment pundits have been talking about in recent years, with a pitch about the “new normal” and the five big trends that will make you rich. It’s an ad for his Bull and Bust Report newsletter ($99 for the first year, renews […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
Sea Ltd (SE) is the stock I spent most of my time writing to you about last week, and they reported strong first quarter earnings on Monday. As expected, they saw some acceleration in users and revenue as the coronavirus began to impact Southeast Asia in March… and some indications that April represented even stronger […]
Have you ever heard the quote, “nothing tastes as good as thin feels?” Such sayings have been attributed to waif model Kate Moss, plenty of her anorexic fans, and dozens of others in the perfection industry (including Stephen Covey), and I’ll confess that the sentiment has never resonated with me even a little bit (as […]
We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
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 […]
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 […]
Briton Ryle at The Wealth Advisory loves to tout the dividend-paying stocks that underly some big trends, and, of course, to hint at them in misleading ways to make them seem every more secretive and special… which doesn’t mean the stocks are necessarily bad ideas, but does mean we should dig deeper and understand the […]
You should follow Eddy Elfenbein on Twitter, he’s a funny and interesting guy. But you shouldn’t sign up for his newsletter just to learn a “secret” stock pick. I’m not picking specifically on Elfenbein there, of course, just my regular public service announcement that sending money to someone to learn about a stock pick that […]
It’s “goodwill toward all” season, right? So now is the time to get ready to be nice to yourself. I don’t know whether this trade war will end, or if impeachment will lead to something bigger, or whether President Trump will find a way to goose the stock market again next year to boost his […]
A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]
It’s not uncommon to see these pitches that are based on daydreams of, “What if you had bought Brand Name Stock X 50 years ago?” And there’s a reason for that: They’re compelling, they help you to think about long time horizons, and they play off of a huge bias that we all have to […]
Zach Scheidt is pitching his Lifetime Income Report ($49) newsletter by hinting at some more big 5G winners — and while there’s probably not a whole lot new in the four stocks he’s teasing, since most of the 5G stocks have been discussed to death as we wait for the surge of next-generation profits to […]
The headline of the latest ad for Bull and Bust Report was pretty much all we needed to predict that a bunch of readers would ask about this ad: “How America’s 5G Revolution Just Opened a $12 Trillion Reservoir of Cash For Investors Everywhere “Right now, THREE unknown companies have a stranglehold on the entire […]
We’ve got a lot of choices when it comes to teaser pitches this week, including some ratcheted-up reruns from Dr. Kent Moors reiterating his older Permian Basin and Solar Energy pitches, some CBD stocks, and a few others that are generating attention… but the one that caught my eye was from a smaller publisher, Motley […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
Happy Friday! Let’s start you out with my favorite article that I read this past week: Michael Batnick’s Twenty Craziest Investing Facts Ever. Go read it whenever you’re convinced that you know what is going to happen over the next few weeks… or even the next few years. So… what’s going on in the portfolio […]
Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]
I haven’t written about this particular ad, but I have seen it circulating over the past couple months… and the questions keep rolling in, so I guess the ad’s still in pretty heavy rotation and it’s time to get some answers for you. The pitch is for Jeff Brown’s The Near Future Report ($99/yr “on […]
The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]
I’ve been mostly sitting on the sidelines during the “Crypto Mania” this year, because, well, anything “manic” makes me nervous and I still haven’t been able to come up with a rational price argument for any cryptocurrency…. … so I haven’t recently dug into all of the recent “Amazon is going to choose a cryptocurrency […]
The market is down hard over these past couple weeks, thanks to worries about relatively steep valuations, the likelihood of an interest rate hike from the Fed next month and, much more than anything else, a full-on panic about the possibility of a Donald Trump presidency that would, one fears, bring an almost endless stream […]
I’ll be fairly brief today with my Friday musings for you today, because I’m off to the Grant’s Interest Rate Observer Conference on Tuesday next week and I expect I’ll be writing a few extra notes for the Irregulars based on what I see in those presentations. I’m particularly interested in hearing the thoughts of […]
Time for some “Idea of the Month” thoughts for you, dear Irregulars. When you think the investing climate is a little more nerve-wracking than usual, why not go with a master investor who’s also nervous and is preparing for an awful economy? I’ve spoken quite a few times about my fondness for insurance company stocks. […]
This week I’ve got a little teaser decipherization for you to get us started, and we’ve also got a new piece from Dr. KSS… and I’ve got some updated thoughts on a few other stocks at the end of today’s piece. The teaser? Well, it’s been circulating for a few weeks now, and it caught […]
So what’s been happening since I last wrote to you, dear Irregulars? I’ve got a couple teaser picks to reveal for you in a moment, but first there are a few thoughts to get off the ol’ Gumshoe chest. We’ve seen a nice recovery from the healthcare REITs, which are still quite reasonably priced (DOC, […]
As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]
The following was originally published on November 10 and has not been updated or revised. The teaser ad covered is being circulated again today with a slightly different headline pitch about cellphone royalties, but the balance of the ad (and the teased company) are largely unchanged. —from 11/10/14— Dr. David Eifrig is touting something that […]
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Nice write up and very interesting; I think one or more of the Stansberry guys, maybe more, have been AMT and possibly C...
akts... they make RF filters for companies like cci and amt to covert their towers from 4g to 5g more to the point the...
My latest assessment was that they're both reasonable buys, I own more CCI but have been giving AMT the edge as their va...
AMT and SBAC have generally grown a little faster than CCI, and CCI pays out a somewhat higher dividend than AMT and muc...
I like AMT, CCI and SBAC as long term 3-5 year holds, but in looking at the January, 2022 call options for all three com...
I own it. I think the convergence in valuations has made AMT equally attractive, so I have been buying more of that lar...
Hello What do you think about CCI?...
Appreciate the update and your consistent approach and guidance. My Fastly basis has an average cost of $21.30 so I am ...
I'm wondering why CCI has seemed to lag AMT in revenue growth and share price appreciation in anticipation of 5G rollou...
All indications I see are that satellite-to-mobile won’t be competitive with terrestrial wireless anytime soon, presum...
Thanks Travis and happy Friday. I too added a little CCI yesterday and sold FSLY for a tiny loss. I was too greedy this ...
What happens to CCI and other tower REIT's if Elon Musk is successful with his constellations of satellites providing di...
Now I'm confused about CCI prices! I, too, have had a seemingly identical limit order in for the last few weeks: buy at ...
Trade Note As I ...
There were three tiers in terms of allocation. The first really just obvious large caps. Anyone wants who wants to make ...
The ones I own right now are CCI, IIPR, MPW and PW, with KW as kind of an honorary REIT. They’re all probably really ...
Now to find out what Alexander Green’s “retire on one 5G stock is ....hopefully it’s not AMT or CCI...
CCI looks pretty good until you look at their Div. payout ratio at 240%. They need to get the cash flowing. 2 cents...
For the very fastest speeds using millimeter wave, yes, there need to be a lot more antennas and base stations since the...
Travis, again thank you for your thinkolater analysis. I have owned a big chunk of AMT since early 2018 and am up 69%. ...
Dear Travis and fellow Gumshoers, Being rather new in investing, I would very much appreciate your views on investing ...
Sure, but if I recall correctly the Gates Foundation bought their CCI shares many, many years ago....
Just ask one of the richest man in the world. If you check his portfolio he bought 650 million dollars worth of CCI stoc...
Hi, Travis is CCI still a good buy here for the long-term and GWL?...
Thanks Travis for the IIPR update, especially news of 1st time insider buying. I too bought a few more IIPR shares in ...
I expect all the tower stocks will do well, but prefer CCI for its better valuation and leverage to small cells and the ...
Travis, would you buy back XLNX if price drops more or is this one dead in the water for you? I miss out on both KEY an...
If any of you are TA types there is a ZLR on Woodies CCI, daily. Just sayin....
It's not as direct a connection, though 5G will also depend on the towers to some degree -- and the REITs have all been ...
"Three unknown companies"? AMT -- equity market cap $95 billion CCI -- equity market cap $56 billion SBAC -- equit...
Unknown Companies....?? The Thinkolator knows! Thank you Travis for great sleuthing. May consider CCI Crown Castle....
CCI is very near it's all time high, & if I read this correctly, Gates is spending millions more here??? I don' beli...
Navellier's grades are mostly driven by fundamental momentum (earnings and sales increases) and analyst momentum (estima...
According to https://finance.yahoo.com/quote/CCI?p=CCI Crown Castle International Corp. (REIT) (CCI) Close on NYSE 6/1...
Hoping that there will be a knee-jerk reaction driving CCI shares lower. I would expect it to be mildly negative in the...
Travis what is your take on the Spirent/T-Mobile deal approval. I'm wondering how it affects CCI & AMT (one less custome...
Lots of others potentially involved or impacted as well, in varying degrees, from chips to towers to data centers -- Sam...
I am hoping CCI will drop a bit in the summer....
Those are the two that are most reasonably priced and reasonably low risk, in my mind. There are lots of more exciting ...
I assume you're referring to CCI, yes? CCI is a REIT and is generally evaluated like REITs, which means that investors ...
Short version: Dividend growth, current yield, and more diversification into small cells and fiber....
Hi Travis! I am assuming your pick of CCI over AMT was because of the dividend. I noticed that they also just increased...
Travis, although you touched on AMT above, why do you prefer CCI over AMT?...