Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]
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Lots of readers have asked about this latest ad from the Motley Fool Stock Advisor, so we’re going to dig in and see if we can get a good answer from the Thinkolator… don’t worry, I’ll be quick this time. I promise. Tom Gardner was pitching this last week as a “I’ve decided to do […]
Every once in a while I cite the DALBAR studies, or other indicators and reports that can serve as reminders that each of us is his own worst enemy in the market — and there was another such release of data this week. Vanguard looked at the small subset of its investors who were active […]
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 […]
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 […]
Not a lot of buying and selling going on this week, as the market continues to seem to be reacting only to the “thumbs up” or “thumbs down” sentiment over a possible Chinese trade deal, but I did find one stock to buy… and caught up on a few others that have been catching my […]
Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]
This was originally published as part of the Friday File on June 28, 2019. It has not been updated or revised (my position and disclosures remain the same). The ad under scrutiny today is for Jon Markman’s PowerElite service, which he says has a “retail price” of $228 but is “on sale” for $29/year at […]
What’s going on with the market this week? Well, the accepted narrative keeps shifting — first we had trade war panic as Trump announced new tariffs last week, then celebration as those tariffs were delayed to ‘save Christmas’, and the market is overly obsessed with the high-level game of chicken being played by Trump and […]
The RiskHedge folks are starting a new newsletter called Disruption Investor, and they’d like you to be a “founding subscriber” ($49/yr) — it looks like this will be one of those technology-focused “entry level” newsletters, helmed by Stephen McBride. What do I mean by “entry level?” Some publishers call this their “front end” — they’re […]
It’s the beginning of the year, and that means we’re going to see lots and lots of “top stock for 2019” pitches — so, naturally, your friendly neighborhood Stock Gumshoe will be trying to solve ’em for you. There are two that caught my eye this Monday morning, the first was Alexander Green’s “No. 1 […]
Today, dear friends, we start the week with… well, some guessing. Lots of readers have asked about this latest ad from the Motley Fool Stock Advisor, so we’re going to dig in and see if we can get a good answer from the Thinkolator… but I’ll warn you up front that there aren’t enough clues […]
The Motley Fool has for most of this year been teasing their Shopify (SHOP) recommendation with headlines that tout the fact that SHOP’s CEO is “betting” $560 million (or now $780 million) on the stock, but today we’ve got a slightly different spiel… this time it’s Tom Gardner, Motley Fool CEO and half of the […]
If I had a nickel for every time some newsletter tout pitched “Silicon Valley’s Next Big Thing” … This ad from the Oxford Club, for their Chairman’s Circle service (a package deal where you pay big $$ up front for lifetime access to all of their newsletters), is all about that next bit thing… and […]
The Palm Beach Letter folks have been shaking the tree for new subscribers to Teeka Tiwari’s Mega Trends, and the latest ad is generating a bit of buzz in Gumshoedom … quite a few questions so far this week. And I don’t blame ’em — it sounds kind of cool. And with everyone chattering about […]
The folks at Street Authority are big fans of the “list of great stocks” teasers — they pitch the idea of a list of blue chippers that are either the top ten picks for this year, or the top ten “forever” buy and hold stocks, give one or two of them away to whet your […]
The Palm Beach Letter folks are out with a teased “special report” about how to collect more income in “three minutes” using some kind of secret California “maneuver” … … so naturally, Gumshoe readers are saying “huh?” And “why do they always use California when they make up these names?” And really, just “what are […]
Another Monday morning, another “next wave of the internet” teaser. This teaser comes in from the Oxford Income Letter, edited by Marc Lichtenfeld over at the Oxford Club, and it’s a bit of a departure from the crazy small cap names he has more often touted of late (usually for his MicroCap Tech Trader newsletter). […]
Steve Romick is a very well-respected investment manager with First Pacific Adisors and manager of the FPA Crescent Fund (FPACX), and he gave a talk very much built on a “where to now” look at the broader economy, the huge problems with the government balance sheet, and the unsustainable nature of public financing. The big […]
Paul Tracy and the folks at StreetAuthority tend to be very dividend focused — we’ve covered several of their ads that tease long lists of their top picks, many of which are either high-yielding stocks or “blue chip” dividend growth stocks. And there’s always a soft spot in your friendly neighborhood Gumshoe’s heart for a […]
Paul Tracy is out again with a similar ad to one he shared a year ago, teasing his top ten stocks for next year — and, like last year, there’s a lot of interest among the Gumshoe readership … so let’s see if we can name those hinted-at picks for you. The basic idea is […]
The folks at StreetAuthority delight in lists of “bests” — best stocks for 2011, best stocks for 2012, best stocks to hold forever, we’ve looked at several of them over the years. And now, what we’re being teased with by these folks are “WGB” investments … which, in case you don’t have the patience to […]
There was a lot of interest in the “Top Ten Forever Stocks” that Paul Tracy was pitching last year, partly because people love the idea of a “buy and hold forever” pick that will perform for them just like their grandmother’s 100 shares of IBM from 1962 that bought her a nice condo in Florida […]
I’ve got a couple things to share with you today — the first is the solution to a teaser from Luke Burgess that’s come out as part of his big “Inflation Nation” promotion that’s more or less in line with all the “dollar doomed” teasers that have dominated the newsletter business in recent months (including […]
I still like the general idea of investing in the “tech dinosaurs” who generate huge cash flows and dominate their businesses or who seem to be underestimated, but I now regret taking a flier on Cisco (CSCO) recently — so I’ve sold my small CSCO position and moved most of the cash over to expand […]
This week, in an effort to be as boring as possible, I picked up small positions in two technology dinosaurs who are likely to pay growing dividends — Cisco (CSCO) and Intel (INTC). Both companies face strong competition and some specific challenges — most prominently Intel with their challenges in building an effective mobile chip […]
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I just started investing actively this year. Here are some of my big winners ACUIF - up 114% -was almost 200% at one p...
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One more list and his reasons is: (And I did share my lists with him). Bens list: (he does a facebook day trading group ...
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For most data center decision regarding switches are placing more value on automation. Cisco has the lead with ACI but a...
Thomas, I believe that one is Cisco. CSCO ...