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 […]
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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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