Motley Fool Stock Advisor is chasing "Forty Dollar Frank" again... what's the story?
11 Comments Read MoreArticles
What’s the Fool’s “This stock has turned thousands of Americans into millionaires” Pitch All About?
Friday File pt. 2: Mistakes Were Made
Fool Canada’s “This Morning’s ’10-Bagger’ Buy Alert”
What’s Tom Gardner’s Moneymakers Teaser Pick in Specialty Insurance?
What's the teaser pick hinted at over the weekend in ads for Motley Fool Discovery: Moneymakers ads?
19 Comments Read MoreFriday File: Overvalued Holds (and a Sell), plus more Video Games
Friday File: The Relative Safety of Agencies
Some Real Money Portfolio transactions in Insurance, plus a bit on hedging, SPAC mania and more...
22 Comments Read MoreFriday File: How’s the Market Doing in Phase 3 Trials?
Lots of quarterly updates, plus a deeper dive into Insurance and hospital investments as COVID-19 uncertainty reigns
13 Comments Read MoreFriday 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 MoreFriday File: Annual Review Part Six (done!)
Finishing up the Annual Review, including some buys and sells and updates on The Trade Desk, Tiptree, Keysight, Fairfax, Kennedy-Wilson, Innovative Industrial Properties, II-VI, Guardant Health, Fibra Uno, Disney, Crown Castle, Africa Oil and more...
11 Comments Read MoreAnnual Review, Part 4
Checking in on Real Money Portfolio holding ANET, SHOP, CCI, PW, SAND and more...
11 Comments Read MoreAnnual Review Part Two
Part two of my annual look at all of the Real Money Portfolio holdings... including thoughts on Apple, Amazon, Berkshire, Facebook, Boston Omaha and Tiptree
4 Comments Read MoreFriday File: Two Sells, Six Buys… Earnings and Stop Loss Busy-ness
Real Money Portfolio loses fidget spinners, gains eSports and Mexican real estate... plus lots of updates on quarters and other news from MPW, SHOP, MKL, IIPR, and many more...
21 Comments Read MoreFriday File: India, China, the Big Picture for 5G, and a bit of Selling
Checking in on India after the election, and the ongoing tech sector fear of ChinaQualcommHuawei5GPanic, updates on Fairfax, Okta, Qualcomm, Nokia and Keysight... plus reader questions on selling and Mtech
18 Comments Read More“Strong Buy Alert” teased by Motley Fool Canada — next “Forty Dollar Frank” Stock?
Friday File: Selling and Buying in Big Insurance and Data Centers, and some Quarterly Updates
Updated thoughts (and some portfolio moves) on Berkshire, Fairfax Financial, Markel, Apple, Alphabet, Arista, Crown Castle, Shopify, The Trade Desk and more...
22 Comments Read More“Retire on one $4 stock?” Profits Run teases this is “like buying Berkshire Hathaway back in 1967!”
Friday File: What does the Fed want us to buy?
Some thoughts on where the market's headed this year (like I know), and a few small buys on the week (updates on NOK, ERIC, BOMN, ATVI, EA, GOOG, BRK-B, MKL, DOCU, IIPR and more)
9 Comments Read MoreFriday File: Annual Review pt. 4 (Insurance, India, Candy and more)
I haven’t yet gotten to a few of my largest holdings in our Annual Review, so that’s where I’ll begin today — with the insurance conglomerates Berkshire Hathaway (BRK-B), Markel (MKL), and Fairfax Financial (FFH.TO, FRFHF), as well as the somewhat related names Fairfax India (FIH-U.TO, FFXDF) and Boston Omaha (BOMN). I should be clear […]
5 Comments Read MoreFriday File: Stop Losses Everywhere, But so Much I ALMOST Want to Buy
Updates on the Real Money Portfolio and my Big Picture Thinking for our last 2018 Friday File
26 Comments Read MoreRetraction or Addition? “This Tiny Company From Waterloo Just Bet $1.4 Billion on Artificial Intelligence…”
Friday File: Starbucks Pops, Insurance Drops, Buying after Stops
While we wait to see what Berkshire Hathaway’s quarter looked like, how’s the rest of the portfolio holding up? Holy Cow, Starbucks (SBUX)! Haven’t seen that stock take this big of a pop after earnings in a long time, and sentiment seems to have changed so quickly to a “this is a safe capital return […]
21 Comments Read MoreFriday File: Amazon, Alphabet and Midterms — turmoil time!
Updates and a few buys and sells in the Real Money Portfolio as stop-loss triggers fire off left and right...
14 Comments Read MoreFriday File: Emphasizing Caution… But Still Buying
I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]
31 Comments Read MoreFriday File: More Pot Sermonizing, a Portfolio Update, and some Hedging
What does it feel like to miss a bubble? Plus updates on Insurance stocks, Disney, Altius, Fairfax India and more...
14 Comments Read MoreFriday File: Buys in Small Tech and Baby Berkshires
A few transactions in the Real Money Portfolio, plus check-ins on Berkshire, Square, Kweichow Moutai, Markel, Apple, Kennedy-Wilson, Greenlight Capital, my China speculations, and more...
16 Comments Read More“Why Would One of the World’s Smartest Investors Sink $522 Million Dollars Into a ‘Busted’ Tech Stock?”
Revealed: “Motley Fool’s Triple Buy Alert Looks a Lot Like Berkshire in 1992”
Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings
A few minor Real Money Portfolio trades, plus updates on Aptiv, Berkshire, Clean TeQ, CoreSite, eCobalt, Estre Ambiental, Facebook, Fairfax, JD.com, Kennedy-Wilson, Ligand, Match, Maverix, Medical Properties Trust, Qualcomm, Sandstorm, Shopify, Square, Skyworks, and Xylem... phew!
7 Comments Read MoreFriday File Part One: Visit to the Thawing North, and a Few Buys (and sells)
Notes from the Fairfax Financial Annual Meeting (plus sum-up of a bunch of transactions -- more coming in separate posts this week)
6 Comments Read MoreFriday File, Part One: Fairfax, Columbia, IIPR and some Random Thoughts
No Transactions in the Real Money Portfolio this week, but thoughts on Fairfax Financial and Fairfax India, Innovative Industrial Properties, and Columbia Financial
6 Comments Read MoreFriday File: Another Netflix Wanna-be, plus BOMN and NVDA updates
Adding one new stock to the Real Money Portfolio, plus some add-on buys... and updates on Boston Omaha, NVIDIA, Alphabet, Facebook, and more...
25 Comments Read MoreFriday File: Tesla, Facebook, India and Marijuana… Disjointed Thoughts Following a Disruptive Week
Two buys in the Real Money Portfolio, plus thoughts on Naspers, NVIDIA, IIPR, Fairfax India, Berkshire and General Electric, among others...
23 Comments Read MoreFriday File: Buying ID and Overpaying for cash, Checking up on some insurers
Updates from the Real Money Portfolio and watchlist, including thoughts on CTEQF, BOMN, SQ, JD, AXS and OKTA
14 Comments Read MoreFriday File: The Big List, plus a buy on great earnings and a few speculations
Full summary of sentiment on my Real Money Portfolio, plus notes on Berkshire, Fairfax, Ligand, Shopify, Omega Healthcare, Square, U.S. Gold, Yatra and some other SPAC speculations
11 Comments Read MoreFriday File Part Two: Annual Review
Friday File: Two Buys, Two Stop Loss Triggers, and earnings updates
Checking in on the real money portfolio -- one sell and two buys, plus comments on CRTO, OHI, GOOG, FB, AAPL, DLPH, BABA, DSEEX, SHOP, FFH.TO, MPW and SWKS. Phew!
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...
6 Comments Read MoreFriday File: Fairfaxes, Blackbirds, Nodaks and more
Buying and selling in the Real Money Portfolio -- adding exposure to India and the Montney, Selling some Insurers, and updates on small speculations
24 Comments Read MoreFriday File: MORE Insurance Blather, Valuation thoughts, and some buys and sells
Including notes on Berkshire Hathaway, Markel, Fairfax, Axis, Yatra Online and Walt Disney
2 Comments Read MoreFriday File: Hurricane Insurance, Gold, and GE
A few small transactions for the Real Money Portfolio, plus thoughts on Sandstorm, Maverix, GE, Berkshire Hathaway, Fairfax and Axis
18 Comments Read MoreFriday File: A Sell, One Long-Term Buy, and some Speculations
Notes on the "A's" -- Amazon, AIG, Aconex, Alibaba, Altius... plus Fairfax, QTS, China and more...
5 Comments Read MoreFriday File: Mampilly’s “Greatest Medical Breakthrough in History” pitch, plus some updates
Real Money Portfolio updates, plus a Profits Unlimited teaser solution that's being pitched by Banyan Hill as the "#1 Stock for 2018"
5 Comments Read MoreFriday File: Earnings updates from Tech-land, Brooding over Markel, and a note on Royalties
Friday File: Earningspalooza Begins!
Three Buys in the Real Money Portfolio, plus quarterly updates on a half-dozen other holdings as earnings season begins
11 Comments Read MoreMizrahi’s “This ONE STOCK is the ‘Next Berkshire'” Pitch
What's being teased by Insider Alert with their special report, "Round 2: How to Become the Next 'Berkshire' Millionaire?'"
23 Comments Read MoreFriday File: Debt Ceiling, Gold, Fairfax and Ligand
Hello, merry Gumshoe-ers! I’m going to be on the road next week to attend two conferences, the Grant’s Interest Rate Observer conference in New York mid-week, and the MIT Sloan Conference on Friday — so I’ll be sharing some notes with you with my thoughts on what I hear at those confabs, with fingers crossed […]
13 Comments Read MoreAnnual Review: Insurance and Conglomerates
Throughout January these Friday Files are taking on the form of my “Annual Review” of my holdings, which will culminate in a clearer listing of what I own and focus on, including portfolio allocations that I have personally, and a clearer delineation between the stuff I write about because it’s interesting, and the stuff I […]
11 Comments Read MorePersonal Buys — Hedging and Insurance
Friday File: What’s Swooning That Might Look Tasty?
Checking in on earnings and some more attractive valuations -- DOC, MPW, OHI, VTR, CCI, BRK-B, MKL, FFH.TO, CRTO, FB, PLOW... phew!
7 Comments Read MoreFriday File: Lewitt’s Zenith Trading Circle, and Thoughts on Deflation, Hedging and Gold
Some Put Option Teasers Revealed, Blatheration and Ramblings on the short side, plus a personal buy
36 Comments Read MoreMizrahi’s “One Stock You Need to Own… the ‘Next Berkshire'”
Inevitable Wealth Portfolio teaser says "it could make you up to 109 times your money over the next decade"
9 Comments Read MoreSeptember Idea of the Month: What about Deflation?
“Retire on one stock” says Charles Mizrahi — which one?
Mizrahi says "This 'Next Berkshire Hathaway' Company Has Grown at a Rate of 21.1% Per Year — And it Could Help Make You a Fortune"
17 Comments Read More“Toronto’s 13% Income Secret” (Black Market Income)
Well, I told you yesterday that I’d be following up on the teaser from 12% Letter for their “Black Market Income” website that presents a variety of ways of increasing your investment income … so let’s do it! If you missed yesterday, I gave a quick run-through of several of the “loopholes” that Dan Ferris […]
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Travis, Please tell me your thoughts on Fairfax Financial FRFHF 4 PE 10% Div Potential comeback candidate,...
You must have entered FRFHF incorrectly, as I find it via Robinhood, E-Trade and Schwab....
FFH is on the Toronto exchange, FRFHF is the over-the-counter symbol for trading in the US. Some brokers don't support ...
Neither FRFHF, nor FFH.TO show up as valid symbols. what would that be?...
Travis You said you own shares of Fairfax Financial Holdings. After reviewing this company What are you seeing that I...
I think he will get it right long term, but I won't wait forever and I do watch their actions pretty closely. The big p...
That depends on your perspective, I guess, and the addition of his daughter this year was a little troubling to me origi...
I can't answer that question very definitively, of course -- and any answer will be different given the squishiness of t...
@Travis I struggle to understand why Fairfax is so poorly covered on the news, plus, they get discredit articles like t...