Narratives and emotion drive the market in the short term, so last week we saw the tech stocks and COVID winners take another surge higher, perhaps in some surge of “election finally done” relief or just from the indications of a likely split government ahead… this week, some combination of Joe Biden’s election victory being […]
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Quite a week, no? As expected, my predictions about the election were wrong… and, perhaps more importantly, even anyone making a prediction about how the election returns were going to come out would have probably been wrong in guessing what might happen to the market in the wake of those results. I expected there to […]
Kind of seems like everyone wants to run away and hide until after the election, no? I can’t emphasize enough just how happy I am that this will all be over a week from now… or, at least, that the voting and the initial results will be over, I hope the polls are correct and […]
Earnings season tends to start a little slow here at Stock Gumshoe, since I don’t own many of the stocks who report early — we had Intuitive Surgical (ISRG) last week and cell tower REIT Crown Castle (CCI) yesterday, but things will heat up in a big way next week, when I’ll have about a […]
Today I thought I’d take a quick look at the “you must add it to your holdings now” pitch from Cabot Growth Investor ($497/yr) — the ad is worded quite similarly to past ads saying that they expect a “double in the next 12 months” from these folks, some of which have worked out well […]
So what’s happening this week? We inch closer to the election, and to what I continue to expect will be a relief rally no matter how the results come out — the last time I was this eager for something to just be over was probably when I made the mistake of watching The English […]
Let’s start with the obvious, just to get my weekly brain dump underway for you: We don’t know what the election will hold, or where the market will go from here… I continue to think stocks are pretty expensive, particularly the hottest tech stocks (and I still own a lot of them), but I also […]
The Motley Fool is out with yet another “upgrade” portfolio service in their Discovery series… this time, Tom Gardner and the gang are flogging The Ownership Portfolio, a service that aims to recommend the best founder-led stocks in an attempt to find their next Tobi Lütke, Reed Hastings or Jeff Bezos. As with most of […]
This would have been a good week to take a vacation. Market soaring on Tuesday, market crashing on Thursday, but when we look back on the whole thing it almost evened out — any ebullience we might have felt in the up days was matched by the panic as the market crashed back down on […]
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
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 […]
As I noted yesterday, I added to my Teladoc (TDOC) position because of the Livongo Health (LVGO) acquisition. That acquisition doesn’t make this less of a risk, Livongo was one of the few companies trading at an even more lofty valuation than Teladoc during this COVID-19 crisis (on a price/sales metric, at least — though […]
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 […]
Vacation time! This is your last Friday File of July, I’ll be off for two weeks to spend time with my family, and Stock Gumshoe will mostly be in hibernation during that time. Yes, that’s the same family I’ve been holed up with 24 hours a day for the past four months… but for the […]
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 […]
Pretty much everyone who’s trying to build a large-scale newsletter issues proclamations like “stock of the year” and “stock of the decade,” since such claims get attention… after all, attention is the currency of the online marketer. So we’ll take this with a wee grain of salt, but here’s the beginning of Andy Snyder’s latest […]
ANy info on NEXCF?Much appreciated if you know anything.. Canadian company B
I shared part one of our Friday File with you this morning, when I took some time to dig into a nanocap idea being teased by Keith Schaefer, so part two will be a little more brief… just a few quick notes about things of interest this week, and some minor moves in the Real […]
If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
We saw a big recovery over the past week or so from those cyclical stocks that were hurt by coronavirus, as the excitement about reopening and vaccine development sends people out of direct beneficiaries of the outbreak like Teladoc (TDOC) and the stuck-at-home names and into the stocks that were most hurt by the shutdown. […]
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 […]
A reader sent me a question on a topic that interest me, and he referenced a teaser pitch from Justin Spittler for his IPO Insider ($2,997/yr), so that caught my interest… His actual words were, “any chance of sleuthing these 2 edge computing companies?” … so that’s the goal today, but I’ll also try to […]
I’m still able to generate some enthusiasm about specific stocks that I think are appealing enough to buy at these prices… but I find it very hard to be optimistic in a macro sense right now, it really feels to me as though the market is whistling past the graveyard and being far too sanguine […]
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 […]
The Motley Fool put together a new push for Tom Gardner’s “no. 1 technology investment” late last week, including yet another “presentation” with Tom Gardner, Eric Bleeker and Tim Beyers, so we’ve gotten quite a few questions… and I also got a few other questions this week about a David Gardner teaser pitch, so we’re […]
We’ve had a lot of questions pop up over the past couple days about the Motley Fool’s “FAZER” stocks, which will apparently be the focus of a “special presentation” they’re making tomorrow morning. The gist of the email, which comes from Eric Bleeker, is pure FOMO — it triggers all the feelings of angst in […]
Earnings season is winding down, with only a few of my larger holdings yet to report, and so is my Annual Review of all of the stocks in my Real Money Portfolio — so I’ve got another installment of that for you today, sharing my updated opinion on a bunch of holdings (including a few […]
Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]
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The stock they pretty regularly tease they've bought "$523,111" worth of is Arista Networks, FYI (I've covered that seve...
Tom Gardner sent out WIX as a buy last Wednesday....
Quite a few; but WPRT is a huge loser that stands out....
Thay called me a motly fool back in 1991 when Thay asked me what stock would I invest in I tould them penny stock Thay...
Different ad, though they used some similar language -- this particular pitch was definitely about Berkshire. Arista Ne...
Thanks, feedback always appreciated — it doesn’t have to be negative :) I do have a lot of respect for the Gardne...
I have been so well served by TMF that I have to state my positive bias, since others have stated their negative bias. F...
I agree. No to Namaste. There are better places to invest. I just consolidated 18 positions into 13, and have substan...
That's the subject of today's new article, you can find it here: https://www.stockgumshoe.com/reviews/motley-fool-stock-...
You see, renowned investor Tom Gardner (whose investing newsletter has been reported in The Wall Street Journal as one o...
I haven't seen an ad to that effect recently, though I know Tom Gardner and many at the Fool have been big fans of Marke...
Thanks for brightening everyone's day, Alan! :) I've been watching MIDD for a year after hearing about it from the Fool...
Ah, could certainly be a better match -- hadn't thought of the motorcycle end of things, thanks. FYI, the Fool disclosu...
I have not looked at that one in a long time, but it was a legitimately spectacular pick from Tom Gardner many years ago...
Have you seen the teases for this "up and coming supertech stock" that Tom Gardner from The Motley Fool is pushing?...
I subscribed to Hidden Gems from 2006 to 2010, just over four years. I recently let the subscription lapse when my credi...
I do remember that one -- ouch. Not the Stock Advisor newsletter, I guess, so technically not on this exact same \"sign...
What about SCSS which Tom Gardner made his Hidden Gem star by recommending it FOUR times over a period of time somewhere...
David and Tom Gardner are sincere and sometimes even right about their picks. They do push for subscriptions. Understa...
I recently renewed my subscription to 'Stock Advisor' and, yes their self promotion and continual long and sometimes (of...
Oops -- thanks for the catch. I'll fix that next time I update the spreadsheet. Yes, BWLD has been quite a winner for ...