Topic Archives: Friday File

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    Thanks Travis! Another insightful Friday File. I like royalty company business model, but I am just unsure about the un...

  • Travis Johnson, Stock Gumshoe

    Yes, most brokers now will sell fractional shares — which means you can buy a set $ worth of shares, not a set number ...

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    Hi Travis Thanks for your honesty and giving me some peace of mind regarding all the mistakes I make. A great Friday f...

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    Great article (as always) - I loved Galaxy before you wrote this, and I love it more after. BRPHF has been carrying my ...

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    Hi Tim, Thanks for your question. It is always hard to write down very specific rules when one mostly trades discreti...

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    Thank you for the Friday file Travis, much appreciated! I have a question, where do you get your news from? I ask be...

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    I think this discussion thread has been more valuable and helpful than many of the paid subscriptions out there (except ...

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    Hi Travis. I’m always looking forward to your Friday File, and this annual review was very much appreciated. I was w...

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    Thanks for another excellent Friday File. You wrote about the US keeping cash, and one thing about having the US dollar,...

  • Travis Johnson, Stock Gumshoe

    Just posted my thoughts in this week's Friday File. Short answer, I think this is about as good as the valuation has lo...

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    Is it possible to share the Lockbox entries separately in Friday File? I see this note that its #3 in that list and I'm ...

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    One again, GREAT work!!! Always look forward to the Friday file. One Question: Is it possible to download the spreadsh...

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    Yea, the Friday file which takes me a few hours on an off to read, ends with more articles to read.... Seriously though,...

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    Thanks, Travis, for another informative Friday File. I think a taste of TIPT will be good for my IRA. I think it was a ...

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    Another Friday file with the voice of reason and experience at the end of the crazy week that it was. I always look forw...

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    Hi Travis. Thank you so much for sharing your wisdom and experience in trading along with your investment ideas. When yo...

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    @Travis Johnson Travis, If you can fit it into your time table, can you briefly give your thoughts on Metromile (MILE),...

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    Damn, I love this community! Kinda feel like I'm getting first hand advice from Mayor Gumshoe;) All fawning aside, I' wo...

  • Travis Johnson, Stock Gumshoe

    The annual review segments have been coming out every week for four weeks now, now, so in the list of Friday Files you c...

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    That sounds like it might be the relative strength index (RSI), which Travis describes briefly in the current Friday Fil...

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    Thanks again for the Friday File Travis! An enjoyable read as always. I have kind of a general question as a new (less t...

  • Travis Johnson, Stock Gumshoe

    The most immediate reason was their earnings report — which was excellent, but included a forecast that was less optim...

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    Very good analysis I don’t own all of these but needed guidance on the ones I own such Roku, fsly etc. the analysis b...

  • Travis Johnson, Stock Gumshoe

    If you just want to follow what I’m doing, then that info is in the Friday File and Real Money Portfolio update each w...

  • Travis Johnson, Stock Gumshoe

    What shows on the RMP page are current positions, with my allocations and performance of those positions, including last...

  • Travis Johnson, Stock Gumshoe

    The portfolio will be updated tomorrow, and I'll also share my updated thoughts on that and other positions in the F...

  • Travis Johnson, Stock Gumshoe

    Thanks, acronym! I do write fast, but I jot down tidbits for the Friday File throughout the week, so it’s not entirel...

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    Travis, your newsletters, not only the Friday File, offer such good reading that I can only hope you feel how much we al...

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    Thank you for your usual sensible, wise but self-effacing screed. You really are a fount of measured, sound opinion. ...

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    Just an FYI The current Friday File ...shows via the most recent discussion link....but not the premium content link (...

  • Travis Johnson, Stock Gumshoe

    Yep, will get to that in the Friday File if not before....

  • Travis Johnson, Stock Gumshoe

    I send out a Trade Note email whenever I buy or sell an equity position that’s larger than ~0.1% of the portfolio. Ev...

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    Travis, I, for one, am indeed looking forward to far less absurd drama out of washington once Twittler is gone ... enou...

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    I look forward to your thoughts on TTD in the Friday file. After today, this is my first 3 bagger, but in less than a ye...

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    Hi Travis I look forward to your friday file every week . You are doing some 5 wonderful work, regarding Trump vs Biden...

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    Hi Travis, I enjoyed reading your Friday File as always. You wrote briefly about Amwell when reviewing Teladoc. Are y...

  • Travis Johnson, Stock Gumshoe

    I'll have an update on that stock in the Friday File, coming out later today....

  • Travis Johnson, Stock Gumshoe

    One is the stock itself, the other is the "right" that was stapled to the SPAC -- the rights are leverage, sort of like ...

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    Thanks Travis! Awesome Friday File! I’ve been an irregular for only several weeks. Haven’t bought much yet because (...

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    Travis, that introductory piece was so well-written. One paragraph flowed naturally to the next without straying from wh...

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    Today’s Friday File was masterful. Thank you for the great read....

  • Travis Johnson, Stock Gumshoe

    Here's what I noted in a Friday File a few months ago -- as of now, Sila Nanotechnologies has not filed an S-1, which is...

  • Travis Johnson, Stock Gumshoe

    Haven’t looked at that, but will throw it on the pile of questions for the next Friday File, thanks....

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    If you're an Irregular Member, I think we'll be hearing from Travis about this in today's Friday File this afternoon....

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    Looking forward to your Friday File. Thank you so much for all your hard work!...

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    MY experience?~!? That this 350 odd dollars into real education - is by FAR the best single investment i have ever made!...

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    If you are a paying member, Travis talks about this in his Friday File of Sept 11, 2020...

  • Travis Johnson, Stock Gumshoe

    Yes, when there’s an equity trade in the real money portfolio that is of meaningful size (more than 1/10 of 1% of the ...

  • Travis Johnson, Stock Gumshoe

    Maybe so! I do collect thoughts and write little snippets for the Friday File throughout the week, but it usually takes...

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    Very informative and enlightening, Travis! Just out of curiosity, how long does it take you to write a Friday File?...

  • Travis Johnson, Stock Gumshoe

    Looking into that earnings update today, I'll share my updated thoughts in the Friday File this afternoon....

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    Dear Travis, Great thoughts again on your Friday File. I have a question related to your writing about Pershing Square H...

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    I have been intrigued by trader Mark Minervini. After reading this Friday File, I thought it would be appropriate to ask...

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    Many thanks for this week's file, Travis! Particularly for your tale of reason, prudence, and the reminder about tech st...

  • Travis Johnson, Stock Gumshoe

    Yes, when a substantial trade happens between Friday Files it is emailed out, and the note is also added to the discussi...

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    What happened to SLP after hours today? Didn't see anything in a very brief Google search, but I'm guessing it might tur...

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    Thanks for the heads-up Travis, …. one of big reasons I'm an Irregular. I look forward to tomorrow's discussion in th...

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    WOW...What a great Friday File! I really enjoyed it! A couple of questions after reading it: 1) In the one paragraph ...

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    Thanks for the Alert Tanglewood - and see how far down futures are before opening tomorrow. Also stupid $700B QE propp...

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    Thanks Tanglewood. I checked Marketwatch.com right after Fed's announcement, Futures down only 1.5%, but now yep, -4.6...

  • Travis Johnson, Stock Gumshoe

    Well, at this point I wish I had sold at $130 :) They have gotten the full treatment, for sure, with all their profit d...

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    What is the Netflix Killer mentioned by Motley Fool?...

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    Is this the whole Friday File?...

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    Fuhgeddabout flu shots. A generally healthy body, just like one's favorite stocks, sometimes has to pull back and consol...

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    Does anyone know where Travis is? Not even a Friday File in mid-January. The last one was three weeks ago. I just hop...

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    That was a great Friday file Travis. Answered all my questions! Now lets go and buy some MTG. By the way this was the ...

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    Hello fellow Gumshoe’s, and Travis. Today, was a first. I read the comments before. I read the Friday file. I am so re...

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    Thanks for another great Friday File, Travis!...

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    Travis, You still holding NOK? Sorry, I see your post under the Friday File now. But Could you elaborate here? Thanks...

  • Travis Johnson, Stock Gumshoe

    I sold about 20% of my IIPR position in the $130s in June, haven't done anything since but would be more inclined to buy...

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    It's been about 1-1/2 months since this thread started. I tried asking Travis for his input on these Gilder stocks (if n...

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    Hi Travis, hope you had a nice vacation. You mention here that your allocation to fixed income is very low. Also, on you...

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    Hi Travis, after today's news about China putting pressure on FedEx, I have looked at your previous Friday File again wh...

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    As usual, thanks for an informative Friday File. Still confidently holding $MPW $NOK and $ERIC, seriously looking into o...

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    Thanks for your articles. Always enjoy them. It's not too late to add a little MDB to your portfolio. Up 50% since las...

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    Has the Friday File for 2/15 been posted, but I'm just not finding it?...

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    will IIPR marijuana REIT discussion be in The Friday File for Irregulars?, if so, Great!...

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    Thanks Travis fantastic review as always. Once the initial realisation dawns that most of the teasers are not going to m...

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    Hello, Travis. Your Friday File is, as continues to be, thought-provoking. If I can be allowed to ask two questions: Reg...

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    I love Fridays and the Friday File! Thank you, Travis, for offering an invaluable service at a bargain price....

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    I suggest that you take a look at the RealMoney Portfolio. All the stocks that Travis has invested in are listed there ...

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    Dec 21 Friday file: Your charts of the S&P do not represent anything "real". Look at what stocks have been added -...

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    Wait. What? No Friday File next Friday? OMG. :-)...

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    Thanks for another great Friday File, and especially for sharing your feelings on the latest with $TDOC. Added 1 share o...

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    Travis, two weeks ago on your Friday File you said that you thought that the next rational buy for Nvida was at $150, an...

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    Travis this Friday file is not showing up in the list of articles that you get when you click 'Stock Gumshoe'...

  • Travis Johnson, Stock Gumshoe

    That sounds like a ticker variation for the preferred shares, which my broker represents as IIPR/PA. Those are the top ...

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    Travis, in your last Friday File, you mentioned about Activision Blizzard (ATVI) being tempting. It is down ~13% today....

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    Your insight always amazes me. Lots of good info in this weeks Friday File. I know you don’t want to talk about it bu...

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    Mr Gumshoe, Travis, who is long Clean Teq has a nice analysis of the recent decline in his Friday file; 'The trade fea...

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    Thanks for today's Friday file. While you are in UK, any chance to check out GWPH GW Pharmaceuticals PLC, based in Camb...

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    copied from my response to similar question on page 1,Yes, Travis of Stock Gumshoe just had a discussion May 18, 2018 ...

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    Yes, Travis of Stock Gumshoe just had a discussion May 18, 2018 "Friday File: “Anheuser-Busch has their sights on one ...

  • Travis Johnson, Stock Gumshoe

    An extra commentary every week, called the Friday File — usually following my portfolio and investment decisions....

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    Travis, I read your February 2nd Friday file that included comments about IIPR and IIPR/PA. Thank you for this Friday Fi...

  • SoGiAm

    $BLKCF NP - #JohnKing after reading the Friday File over the weekend, I got out of this concern a.s.a.p. Monday morning....

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    This link was originally posted by Travis in his Friday file of March 9th. It documents some fake writers and their conn...

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    You didn’t mention this stock, it may be your intention this coming Friday file, but I wanted to ask a quick question ...

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