Here’s what I’m trying to avoid: Predicting the direction of the markets because of my deep understanding of US-China trade dynamics. Every time I read an article that asserts “China trade deal more likely because of Bolton firing” or something like that, I throw up in my mouth a little bit. The market is way […]
Things began slowly this week after a weekend of decadence in Las Vegas… what impressions did I have of Sin City? People aren’t gambling as much as the last time I was here a few years ago, the tables and slot machines were not so crowded, but there were still some big crowds of people […]
Today I’ve got a few portfolio moves to share with you that go against the Wall Street mantra (“sell your losers, let your winners run”)… last night I sold my position in Kweichow Moutai in China — this is a fantastic company, mostly because they have insanely high profit margins on their signature Moutai liquor… […]
Thanks for your kind wishes (and patience) as I took a couple weeks off with my family — we had a wonderful and relaxing getaway in a few of the jewels of the Rocky Mountains as we toured through some northern national parks, most of them blessedly devoid of cell phone service or wifi, but […]
Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
Happy weekend, campers! Here’s a good quick read for you to start the weekend from Vitaliy Katsenelson, who is a smarter guy than me. It’s called Want to Be a Better Investor? Stop Staring at Your Portfolio… and it got me thinking a little bit. Here’s a little excerpt: “You spend hundreds of hours on […]
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 […]
We have a couple traditions here at Stock Gumshoe… we call out one of the worst teaser stock ideas around Thanksgiving and identify the “Turkey of the Year,” and then, as the year comes to a close and holiday merriment washes all around us, we call attention to the best teaser stocks of the year. […]
There was an election on Tuesday, I hear. I voted. The counting is almost over now. Apparently the world did not end, and now we begin the campaign for the next election… everyone raise their hand who wants to vote for austerity and deficit reduction and lower spending and higher taxes and delayed Social Security […]
A few purchases to talk to you about today, and a couple other notes as we go… mostly on the theme of risk and safety, as we close out a week with lots of news-driven volatility. Ready? Innovative Industrial Properties (IIPR) is, in some ways, a fun way to “play” the marijuana boom with less […]
Crazy earnings week, eh? That leads me to a few adjustments to the portfolio, as my opinions have changed about a few stocks at the top of the Real Money Portfolio. So this week your Friday File is another run through a hodgepodge of stocks, starting with the one that I think is looking most […]
Today we’re going to start you out with a quickie teaser solution, and I’m going to keep it quick mostly because this one is largely a connect-the-dots guess, given the limited number of clues that were dropped in the ad. The ad is from Marin Katusa, who went off on his own after leaving Casey […]
This counts as a “holy crap!” week when it comes to earnings, not because of any huge reporting that moved the market but because of the surge by just one stock, our fad retailer Five Below (FIVE) after earnings on Wednesday night. FIVE is generally lumped into the “dollar store” category, it’s the teen-focused retailer […]
This “tease” isn’t from a regular ad, it’s from a “free” article that Porter Stansberry posted earlier this week… but a couple readers asked about it, and I was curious myself, so I jumped in to check out the clues. Maybe it’s just that this ad hints at a non-sexy and rational-sounding investment at a […]
Comments
I hope I never am forced to do it, but HSY might be my choice. I’m quite certain my grandchildren will eat chocolate a...
For what it's worth, here's the 11-year chart of a few of the metrics you might consider for Hershey -- Trailing EV to E...
Porter is a very intelligent, candid, sometimes brash person, although humble in other ways. The Stansberry Advisory I h...
Hershey has been touted by Stansberry for years. It has been a modest success. Stansberry offers have not been rewa...
I am a subscriber to IMPACT. So far, I can not say I have buyer's remorse. Latest trade suggestion was to sell the Jul...