A holiday weekend miscellany for our dear Irregulars
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
Friday File: Adding a Dividend Grower, Getting More Risk-Averse
A couple new buys in the Real Money Portfolio this week, plus updates on Equinox, GAN, some stop loss orders in high fliers, and many more...
39 Comments Read MoreWhat are Katusa’s “Forced Panic Rebound Stocks?
Sniffing around the "tax loss selling" opportunities teased by Katusa's Resource Opportunities
15 Comments Read MoreFriday File: Shaving Momentum (but not too close)
Checking in on Fastly and The Trade Desk after a wild week, plus thoughts on Intuitive Surgical, Medical Properties Trust and more
11 Comments Read More“Gold Placements”, “Q-Shares” or “Omega Shares” — What’s with this “Warrants” stuff from Casey Research?
Friday File: Cheap Insurance and Expensive Silver
Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
17 Comments Read MoreAnnual Review, Part 4
Checking in on Real Money Portfolio holding ANET, SHOP, CCI, PW, SAND and more...
11 Comments Read MoreFriday File: Bank of Marijuana (and much more)
A quick Pot teaser solution, plus a sell and three buys -- updates on IIPR, SONG, India, Equinox, Tiptree, MTG-B and more...
11 Comments Read MoreFriday File: Sales for Profit and Loss, plus a couple add-on buys post-earnings
Checking in on earnings and Real Money Portfolio updates -- including ANET, ATVI, OPI, MKL, SAND, SHOP, GOOG, AAPL and more...
11 Comments Read MoreFriday File: ANOTHER Huge Dividend Jump Inspires Buying, plus Gold and Bio Nibbles
Real Money Portfolio Transaction Updates, plus thoughts on IIPR, GH, OR, SAND and others
8 Comments Read MoreFriday File: One Sell, One Short, A few add-on Buys… plus some quarterly updates
Updates and notes on Kweichow Moutai, Altius Minerals, Kennedy-Wilson, Tesla, Disney, Equinox Gold, Shopify, iQIYI, Hershey, Premier, Keysight and more...
29 Comments Read MoreFriday File: Pot Dividend Surges, plus thoughts on gold and “bargains”
A couple buys in the Real Money Portfolio this week, plus notes on IIPR, Sprott, WRTC, Osisko, Nokia and 3M... among others.
15 Comments Read MoreFriday File: Annual Review completed, Plus a New Special Situation
The Big List, updated, plus an add-on buy and one new investment in the Real Money Portfolio
20 Comments Read MoreFriday File: Panic! … or maybe Don’t Panic!
What am I thinking after this week's jolt ... and what are the buys and sells in the Real Money Portfolio?
25 Comments Read MoreFriday File, part two: One Post-Earnings Buy and Other Updates
Real Money Portfolio updates on NVIDIA, Premier, Tencent/Naspers, Sandstorm, and others...
8 Comments Read MoreFriday File: Turmoil in Tech-Land, earningspalooza continues, plus some small buys and a couple new watchlist stocks
Moving the deck chairs around at the top of the Real Money Portfolio, particularly in big tech... plus some new life insurance watchlist stocks, and earnings news from Hershey, Starbucks, Qualcomm, CoreSite and so many more...
8 Comments Read MoreFriday File: Miracle Mist, “The Only Pot Stock” and much more…
Today we’ve got a bonanza of content for my favorite people (yes, that’s you!) — a couple quick teaser solutions to close out the week, which morphs right into one little transaction in my portfolio, and then an update on a few other things that are going on with Real Money Portfolio stocks. Ready? OK, […]
9 Comments Read MoreFriday File: An “Independence Day Royalties” Guess, plus Real Money Portfolio updates
Thoughts on a Marin Katusa teaser, plus updates on Hershey, Disney, Equinox, The Trade Desk and more...
12 Comments Read MoreFriday File: Royalties, Scams, Buffett, and Gold
A hodgepodge of updates on the Real Money Portfolio and other stories of interest -- including thoughts on Alphabet, Berkshire, Boston Omaha, Cameco, Equinox, Franco-Nevada, Ligand, Momo, Okta, Omega Healthcare, Sandstorm and more...
10 Comments Read MoreFriday File Part Two: Annual Review (Gold, Mining and Natural Resources)
Updates on Altius, Clean TeQ, eCobalt, Equinox, First Mining, Maverix, Sandstorm, US Gold
(plus JD.com and a couple option trade updates)
Friday File: High Five for Low Taxes, and some updates on gold and bitcoin
Friday File: Copper, Growth, and the Cool Comfort of Certainty
We don’t have one big story that’s catching my eye today, so I’ll do some catching up and musing for you. We’re heading into a slow week, so it’s likely there won’t be many new articles during Thanksgiving week — other than our annual “Turkey of the Year” reveal, of course. I often get asked […]
18 Comments Read MoreFriday File: Tech Happy, Gold, Uranium and Insurance Sad
Selling a REIT, buying a gold merger, thoughts on GOOG, AMZN, MKL, AXS, PCSB, ROIC, QTS, COR, SAND, DLPH, VTR and more...
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EQXLF is an OTC ticker for a different company. Equinox Gold Warrants (EQX.WT I’m Toronto, EQXWF OTC in the US) hav...
Trade Note: I've been keeping a tight stop on Equinox Gold, mostly because the surge from their latest merger deal see...
I took a tax loss on Equinox shares late last year, and bought them back a bit later, but have generally been too optimi...