I finally caught COVID-19 this week, after beginning to almost consider myself bulletproof after evading it for so long, so I’ve been slow of thought and weak of body for a few days, my excuse for a week without many new articles… but I’m starting to really bounce back now, thankfully, so you’re stuck with […]
Articles
We seem to be living through a washout of the market this week, as fears of inflation and Fed-spiked recession take out all of the speculative excess of the past two years… which is, really, the point of having the Federal Reserve manage interest rates, so they can raise them at times when the economy […]
We’ve written a lot about the trend toward pitching genomics and DNA sequencing as the “next big thing” — most of the big newsletter publishers have some kind of spiel out that focuses on the huge growth in genomics, staking out their big winners in this space… and Charles Mizrahi is the latest, with a […]
What’s going on right now? Well, pretty much the same thing that has been going on for the past few months — inflation is raging and freaking out the Federal Reserve, which is getting more assertive in trying to slow the economy to slow that inflation, and for whatever reason the logjam was loosened a […]
I included some of this in a comment on yesterday’s early-published Friday File, but it got quite long and I had some additional thoughts this morning, so I decided to share a more thorough update here as well, for those who are interested. No Quick Take here, sorry, though I guess my summary is, “I […]
As we’ve seen the world get shaken up over the past few months, it’s pretty likely that my internal biases are impacting my assessments of companies — I always intend to be rigorous in setting “buy below” prices for myself, which I hope will be useful for you, but it’s very likely that my rosier […]
I’m on vacation this week, but thought I’d at least share a note with some updated thoughts on a few of our Real Money Portfolio holdings, since we had quite a few of them report this week. That’s not really the market’s focus as I type, of course, I guess we’re all watching Russia’s invasion […]
Among the Real Money Portfolio companies, Intuitive Surgical (ISRG) is usually the first to release substantive financial updates each quarter… so getting that ISRG update always feels like the official beginning of earnings season for me. And I don’t often write about this one, so please indulge me for a bit as we go into […]
Inflation has certainly caught the attention of everyone in the market these days, and whether or not you’re comfortable investing in stocks probably has as much to do with whether you think this 5-7% inflation will continue for more than a few months as it does with your analysis of the economy or the future […]
Mike Barrett has been an analyst for Dan Ferris’ Extreme Value newsletter over at Stansberry for several years now, and apparently he has also suggested several other high-return investments that ended up being recommended by other Stansberry newsletters. And now he’s getting his own newsletter, with a pretty splashy teaser presentation to introduce it — […]
The National Institute for Cannabis Investors (NICI), a publishing subsidiary of Money Map Press, is pitching its entry-level membership now ($39/yr) by dangling the promise of a “next IIPR” stock… and that’s a stock I own and have written about a lot over the years, so the ad caught my eye. Innovative Industrial Properties (IIPR) […]
Last weekend I was on an airplane for the first time since March of 2020, thanks to a family wedding, so I got a personal experience with a couple trends that we’re hearing from other people: First, travel is back in a huge way, every flight is completely full, and many airports are even more […]
Your Friday File is in two parts today, this piece includes updates on half a dozen or so of the companies in the Real Money Portfolio, including a few add-on buys and some other little tidbits of note… and part two is a teaser solution, which also happened to lead in to a new purchase […]
Happy Friday! We’re coming to you pre-open instead of after the close today, for a little change of pace. I’ve mostly got some relatively optimistic comments to share, including a bunch of small purchases I made as stories shifted a little, so I thought I should start you out with some pessimism from someone else […]
The hardest thing to do is nothing, and I again failed in that task this week. I added a new position to the Real Money Portfolio earlier this week in Match Group (MTCH), added a new position in a new company to the Lock Box at the close yesterday, and I’ll get to all of […]
Perhaps the most glaring reminder of the current investor mindset is that the new exchange approved by the SEC a couple years ago, the Long Term Stock Exchange (LTSE), designed to help build long-term relationships between companies and their investors, has just now formally gone live with its first two listed companies at launch, Twilio […]
So what’s up this week in the Real Money Portfolio? Quite a bit of news for our companies this week, so I’ll spare you any ranting about politics or current events for the moment (you’re welcome!) First, the ugly news. GAN (GAN) reported pretty much what they said they would report, strong growth fueled by […]
I’m of many minds about the market, depending on how I feel in a given moment, so I try to avoid prognosticating… but if you want to force yourself to think about risk, as we all should do at least some of the time, one of the best go-tos is John Hussman, who has a […]
I’m celebrating my birthday tomorrow, so this Friday File comes to you a bit early — call it a Thursday File, I guess. That means I won’t be catching any interesting news that might come out of this evening’s conference calls, as earnings season continues to progress, but I’ll catch up with those next week… […]
I pull together these thoughts for the Friday File throughout the week, and sometimes that means I end up feeling almost bipolar — the market sentiment on Monday was so wildly different than the sentiment this morning that our emotions can get a little whipsawed. Which means, of course, that I should be tuning down […]
It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]
No real buying or selling this week… a peaceful few days of zen-ful “don’t just do something, sit there!” as we head into the holiday weekend. But I do, of course, have some updated thoughts and news items to share. Boston Omaha (BOMN) Boston Omaha’s (BOMN) earnings finally got restated and released, with adjustments being […]
The Motley Fool got into real estate investing last year with a service called MillionAcres, which largely focuses on buying into real estate more directly, but they’re now building on that service with some newsletters and portfolios. The one they launched recently is called Real Estate Trailblazers, with a focus on investing in real estate […]
There are two conflicting drivers of my thinking right now: The notion that I should be conservative in cutting my losses on stocks that are losing money; and the fact that all of my largest mistakes have been made in selling stocks far too early. Yes, I’ve lost plenty of money in speculations or […]
If you’re going to be a long-term investor, focused on buying good companies whose value can compound over time, and not just a trader who’s trying to jitterbug in and out of positions for a gain in a month or a year, then at some point you have to remove your thought process from “the […]
I’ve got a lot of ground today, but I thought I’d start us out with solving a teaser pitch for you… you’ll see why I chose this one in a moment. Marc Lichtenfeld is out with a new pitch for a high-end Oxford Club service he’s launching called Predictive Profits ($1,497 “on sale” from $4,000, […]
We’re now a year past the beginning of the real full-on panic about the coronavirus, and just a year past the worst drop in the stock market in March of 2020, so I went back to read my stuff from last April to see what I was doing and how I was feeling. Here’s a […]
Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]
Crazy week, eh? I guess it’s telling that it was really only the most boring positions that stayed in the green during Thursday’s tough sledding. In my portfolio the only little signs of green that day were Five Point Holdings (FPH), which is basically a land bank, Kennedy-Wilson (KW), which is a real estate asset […]
It’s been a phenomenal couple years for the Real Money Portfolio, but I should also note that this has been to some degree a “monkeys throwing darts” kind of market — as long as you did more buying than selling over the past couple years, and as long as you kept your exposure to some […]
Stock Gumshoe is closed in honor of Dr. Martin Luther King, Jr. today, as the markets are also closed, but for those looking for a little reading… I’m sharing here a taste of the Friday File from a month ago. What follows was the final section of the Friday File I published on December 18 […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
Happy New Year! The fact that this week’s portfolio moves included a little stop loss selling and some nibbles in asset management, insurance and music royalties probably tells you all you need to know about how cautious I feel to start this year… though, as always, I try not to have my personal sentiment drive […]
Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]
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 […]
There was a new teaser email from the Oxford Income Letter folks this morning that caught my eye… and in these tumultuous days, when I don’t really feel like doing any trading around these short-term gyrations caused by pandemic panic and political pandering, I confess to being extra-interested in relatively stable dividend-paying investments. So let’s […]
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 […]
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 […]
The folks at The Wealth Advisory have had some very long-running teaser pitches about “secret income” over the years, particularly the pitch about “Netflix Royalties” that we covered many times (that was really just teasing data center REITs) and the “Prime Profits” pitch about making income from Amazon packages (which teased the warehouse REITs, including […]
Today I’m looking into a teaser pitch from Marc Lichtenfeld that has been running for a few weeks, all about the “#1 way to play the real estate rally” … so let’s get right into it. Lichtenfeld says that “this special type of real estate investment has “historically done much better than the broader stock […]
Interest rates will be near zero for three more years now, we expect — that’s the basic takeaway from the Federal Reserve’s press conference this week. So what does that mean? In order to make money to meet their future obligations, retirees and pension funds and other investors have to take more risks. That’s ugly […]
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 […]
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 […]
Let’s start with a reminder this week that will lead me into a bit of blatheration (feel free to skip ahead to the first ****, this might veer into sanctimonious lecturing): Don’t double down with your retirement money. Taking extra investing risks might be appropriate for some folks who don’t have enough exposure to equities […]
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. […]
Have you ever heard the quote, “nothing tastes as good as thin feels?” Such sayings have been attributed to waif model Kate Moss, plenty of her anorexic fans, and dozens of others in the perfection industry (including Stephen Covey), and I’ll confess that the sentiment has never resonated with me even a little bit (as […]
I shared a brief Trade Note yesterday about the sale of part of my position in Innovative Industrial Properties (IIPR), and I promised to go much more in depth in my thinking today… so strap yourself in. (And if you don’t care about IIPR at all or aren’t interested in “bear attacks”, you can skip […]
I knew to buy like crazy last Friday morning, because people say that I am the SMARTEST INVESTOR IN THE WORLD. Woohoo! Oops, sorry, I forgot that I wasn’t selling myself with hype-filled puffery. That’s obviously not true, I did some buying last week and opened a few new positions that have done well so […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
It’s been a wild week. The mood was still pretty upbeat on Monday and Tuesday, a little anxiety but a lot of complacency (including mine)… I was in Toronto early this week, with plenty of hand washing and hand sanitizer but no real signs of panic or changes in lifestyle for most folks — the […]
It’s been a wild ride for the past couple weeks of coronavirus panic, and this week has been especially crazy (and still isn’t quite over)… though it’s encouraging that my Real Money Portfolio has been a little bit stronger than the market so far this year — partly because of brilliant stock selection, I’d like […]
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 […]
Heydy ho, Gumshoe friends… today I’m going to go a little over my allotted time, this is the last Friday File for 2019 so I’m going to throw in a teaser solution for you first, then go over some updates and changes and news items from the Real Money Portfolio… ready? The teaser that some […]
It’s “goodwill toward all” season, right? So now is the time to get ready to be nice to yourself. I don’t know whether this trade war will end, or if impeachment will lead to something bigger, or whether President Trump will find a way to goose the stock market again next year to boost his […]
Earnings season is clobbering me with news once again this week, so there’s a lot to share… I’ll start with the actual transactions I made today, and move on to look at a dozen other stocks I own or am watching… buckle up! We’ll start with the one that probably most of you can’t easily […]
This week brought yet another push-pull to the markets as investors attempt to figure out whether Lucy is going to pull the football away from Charlie Brown again in the China trade talks, but the narrative that struck me as most interesting on the week was the line that was drawn in the economy by […]
Innovative Industrial Properties (IIPR) hit a stop loss yesterday thanks to a sector-wide collapse of marijuana stocks. The big news that hits IIPR directly this week was that MedMen dropped its plan to buy PharmaCann, which is IIPR’s biggest tenant, so I did take the somewhat cautious step of buying a few protective puts just […]
The competition for your brokerage account has gotten fierce again, which is great news for investors. There’s no longer any reason to pay brokerage commissions for buying or selling stock… which makes it so much easier for small individual shareholders to be slow and gradual in their portfolio-building, and I think that’s great — don’t […]
Barron’s Says It’s Time to Bet Against Pot StocksInteresting article in Barron’s today: https://www.barrons.com/articles/weworks-ipo-failed-now-its-time-to-bet-against-marijuana-stocks-51570094101 I’d be interested in your take, in particular in relation to IIPR – which the article does not mention. Thank you
We first published this teaser solution on January 8, and I’m continuing to get the ad forwarded to me here at Gumshoe HQ pretty much every day… so I thought I’d repost this solution and provide you with a bit of an update (the story has changed a little, and I’ve learned a little more […]
President Trump and his team have reportedly been talking about ways to “delist China” from US stock markets or otherwise put up some barriers to prevent US investors from putting money into China, which put a scare into pretty much all the US-traded Chinese stocks and ETFs… I have no idea if that’s going to […]
The allure of income is overwhelming, and one thing that many small or novice investors have in common is the certitude with which they believe that there’s a “secret” income source out there… a way to just “tap in” to the money that institutional investors are making. That’s why these kinds of “payday” and “weekly […]
Those of you who’ve been aboard the good ship Gumshoe for a while know that I’m not exactly a marijuana stock enthusiast… but still, when folks keep asking me to ID the pot stocks being teased by various newsletters, I do aim to please. So this time we’re looking at Matt McCall’s pitch, which looks […]
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 […]
Gold had its worst day yesterday since 2016, so that was a little shock to the system — mostly, I think, because the latest leaks and Tweets about the China trade dispute were relatively optimistic, with meetings scheduled for next month. It’s hard to imagine we’re going to have a “real” trade deal before the […]
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 […]
What’s going on with the market this week? Well, the accepted narrative keeps shifting — first we had trade war panic as Trump announced new tariffs last week, then celebration as those tariffs were delayed to ‘save Christmas’, and the market is overly obsessed with the high-level game of chicken being played by Trump and […]
I covered a “powdered plasma” ad from Michael Robinson just yesterday, but it turns out the he’s also flogging “cryogenic blood” separately, in different ads for his same Nova-X Report newsletter, so I thought I better follow up to get rid of any confusion. The Thinkolator concluded that yesterday’s ad, teasing a Pennsylvania company, was […]
Another week of fussing about macro issues that we can neither control nor predict, what fun! The Federal Reserve did exactly what the market demanded in cutting rates, but the market was still mad because they failed to promise that they would give us each a pony. President Trump seemed angered by the lack of […]
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 […]
HI Travis any idea on the punishing of IIRP’s stock price. I get they issued new shares at a lower price than market. the reaction seems severe. wondering if you have any insight?
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 […]
This article was originally published on March 26, the ad in question continues to circulate unchanged but we have lightly updated our coverage below to reflect some changes in the company… including the 40% drop in the share price since the ad started running. Matthew Carr at the Oxford Club is pitching a new marijuana […]
There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]
Sometimes I get so deep in the weeds in struggling through the absurd promises and promotions from investment newsletters that I forget to mention the one key common-sense tool that we all have at our disposal: If it sounds way to good to be true, it’s not true. Sadly, in the world of investing we […]
I’ve got a new buy to go into in some detail today, but first let’s go through some meaningful earnings reports that shook up the Real Money Portfolio this week and sent some questions my way… The Trade Desk (TTD) beat the analyst expectations for both revenue and earnings this quarter, but not in a […]
As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
Happy Friday! Let’s start you out with my favorite article that I read this past week: Michael Batnick’s Twenty Craziest Investing Facts Ever. Go read it whenever you’re convinced that you know what is going to happen over the next few weeks… or even the next few years. So… what’s going on in the portfolio […]
I’ve got a couple updated thoughts to share with you on some Real Money Portfolio companies, including answering some reader questions about when to take profits on IIPR (I’ll warn you up front, my answer is wishy-washy), but first I’ve got a quick teaser solution for your Friday edutainment. Just today I got a teaser […]
Everyone was watching this week to see if Warren Buffett did anything big with Berkshire Hathaway’s (BRK-B) portfolio in the fourth quarter of last year, news that comes once each quarter (large investors have to file their end-of-quarter holdings in US stocks 45 days after the quarter ends), and… he didn’t. Berkshire did add to […]
I’m going to get to several updates on Real Money Portfolio stocks at the end, including those questions “What to do with Qualcomm (QCOM)?” … but first, I’m going to go through the stocks where I’ve completed my Annual Review this week. Each year I promise to re-analyze and reconsider my opinion about each stock […]
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. […]
This article originally ran on October 25, the ad is again circulating in slightly different form and sending a lot of questions our way, so we’re re-publishing it here for you today… the basic spiel and the stock are still the same, though they’re being used to pitch a different newsletter. The stock has bumped […]
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 […]
Is this the beginning of a 30-60% decline in the stock market? A correction to blow off a little of the excess in the valuations of growth stocks that’s almost over? Something in between? Nobody knows, and it would be silly to spend too much time guessing. We should be prepared for either — which […]
The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]
Have you been watching what’s going on with the trendy pot stocks lately? Holy crap. This reminds me now of 1999 more than it reminds me of the cryptocurrency bubble of this past winter — these larger marijuana companies, like many of the dot com companies (and unlike most cryptos, of course), are real businesses […]
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 […]
Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]
Today I’m doing something a little different — this ad from The Wealth Advisory about “The Only Pot Stock I Will Ever Own” has been getting a lot of attention from readers and driven a lot of questions our way, so here I’m re-posting for all readers a Friday File piece that I wrote about […]
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, […]
Hello, dear friends — I have a few portfolio updates to start with as I get you updated on a few trades that triggered since I last wrote, so adjustments to the portfolio (including a few buys and sells) will be the focus of today’s Friday File. The latest update to the Real Money Portfolio […]
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 […]
CoreSite (COR) announced their latest dividend increase this week, which I’ve been anticipating — would they continue to be a rapid dividend growth REIT and keep investors excited, or will the slowing of the dividend growth continue to make me more cautious about the valuation of this highflier? Well, it turns out that the dividend […]
The number of questions about this one is going off the charts, so I’ll look into it for you — even though it’s related to not one but two bubblicious sectors that are designed for the manipulation of investors, so I might get a little grumpy. Bear with me. Here’s a little tantalizer from the […]
This article was originally published on January 11, but the Casey folks are promoting these same five stocks quite similarly with the bait of their “Become a Marijuana Millionaire in 2018” report, focusing on the impending Canadian legalization this summer, so we’re re-posting our January article here to answer some reader questions. The five stocks […]
A few thoughts to share with you today, and I’m breaking it up into two different pieces — this first one includes a few updates on companies and a couple articles that caught my eye this week… and the second piece is my notes and reactions following the Grant’s Interest Rate Observer Conference, which I […]
What do I think? That’s what a lot of readers are asking during these volatile days… and there is, of course, no easy answer. My thoughts are all over the place, so today’s Friday File musings are going to run the gamut. Tesla (TSLA) is a good example of how the market is treating investors […]
And our Annual Review proceeds apace… on a day when the market is showing signs of actually having a meaningful correction, thanks to Friday jitters and inflation worries and rising interest rates… so cross your fingers for better prices in the week to come (I did buy a couple positions this week, but as I […]
I’m not going to get as much of a start on the Annual Review as I hoped today, since I took some time to answer the urgent queries about Dr. Kent Moors’ latest LNG pitch and also posted some thoughts about Facebook this morning … but I do have a couple updates on the portfolio, […]
Many Gumshoe readers wanted me to follow up on yesterday’s marijuana article right away, identifying the other two stocks hinted at in the ads for Nick Giambruno’s Crisis Investing… and we aim to please, so let’s jump right into it. If you missed part one, you can check that out here — the overriding argument […]
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On IIPR, seemed like the short timing somewhat coincided with the house vote on legalization. Had wondered about a con...
Good idea! I've been under-invested in higher-yielding stocks in recent years but that's an area I do want to dig into ...
I like IIPR. I've been in and out of it over the years, and made money. I'm currently out, watching the chart to get b...
To my great cost, I was an initial investor when National Institute for Cannabis Investors started up and at one time ow...
FYI, for those who follow Innovative Industrial Properties (IIPR), there was a new short report on them from Blue Orca t...
I guess everyone keeps their kneecaps, but yes, the costs are high. Their loans are short term , though, and they...
What might be an IIPR exit plan? Assuming federal legalization is still 5-10 years away, is it possible for a company l...
That’s probably the right attitude to take on IIPR, but I tend to over-focus on the risk with some positions. T...
I got into IIPR at around 25 and never sold. Still bullish on it. I don't see much of a risk with federal legalization...
Travis, you are the Greatest! Thanks to you, you way back reinforced the wisdom of my initial purchase of IIPR--the ONLY...
I agree with Gumshoe, IIPR was and still is best in the field and the last 3 years was one helluva ride....
I'd have to say if you are just now getting into this end of the business investing in the ETF symbol MJUS might be the ...
Thanks to this site, I bought into AFCG about 2 months ago. Up around 10% so far and happy with that and hoping it conti...
Trade Note: A little profit taking kicked in today, as the small sell order I placed in IIPR when I expanded my portfo...
Trade Note: I added on to a relatively new position today after they announced their first real divi...
FYI, another potential IIPR competitor starts trading today — NewLake Capital Partners (NLCP), trading OTC. I ski...
Thank you Travis for the detail on AFCG AFC Gamma. I followed you on IIPR and PW, and show nice gains. Today I also in...
Thanks Travis. After reading the last bit, I sorta regret selling half my stake in IIPR . It had simply passed my max pe...
The latest IIPR investment in MA just happens to be in a private company in which I hold a stake. Interesting to be ab...
I understand that logic, and to some extent I agree -- but other companies do use both debt and equity to fund their gro...
Re: IIPR There seems to be something unnatural about the theory that you can borrow money, convert it to dividends and ...
Spoken like a farmer! That's been one of the potential interests of Power REIT (PW), which like IIPR is a REIT I own th...
My position hasn't changed since I posted my ...
Hi Travis I’m new I bought paw back at 10 in my opinion we can see a cult following of this stock very soon and ffo is...
Thank you, Professor! Ditto for me with Travis's service. I ALWAYS check here to get an honest observation and recommend...
is IIPR a stock? or what is IIPR that you speak of....
YYYUUUPPP!!! VERY happy with my small IIPR stake!...
I decided not to make myself choose and invested in all 3. I do, however, hold IIPR longer (since their dividend was 2...
Travis may have done an article on this already, I did a quick search and could not find it. I'm sure if he did, or if ...
Waiting for a teaser on power riet pw stock I think it propAbly the next iipr...
What's "Questionable" about them? Haven't seen that particular critique, though IIPR has been targeted by short sellers...
Hi Travis, What do you make of this? Last week Marginal Ideas critiqued Innovative Industrial Properties (NYSE: IIPR...
For a combination of Dividends + Market price gains I Love IIPR! They constantly increase dividends (now 2.63% cause sha...
The ones that come to mind are PAR, IIPR; there are a few others WRAP, SPCE that didn’t make the top of the list....
Happy Holidays everyone. Thank you Travis for the investigation work and Stock Gun Shoe. I’m new at trading started i...
Hey Travis. Merry Christmas and have a Happy New Year. Thank you so much for all your guidance and wisdom this year. It...
As we approach another Christmas, we can all be very thankful for Travis and Stock Gumshoe. Just a question/comment re....
I'm not a lawyer, but I don't know that that's actually true -- IIPR wouldn't be able to do sale/leaseback deals with ex...
Matt Carr is one of my favorite analysts. I had made a good return on my investment when he recommended GRWG I had a 20...
Travis, great report! Another point about $IIPR you dont really touch on; one of the biggest services they are doing fo...
I’m Just Amazed at how they twist the words of describing a REIT! Unethical an understatement! Yes I bought IIPR @ $1...
What do you think that risk is? Are you worried about federal legalization of marijuana, or a federal ban? Federal l...
I got out of IIPR a couple months ago because of that legislation risk. Seems there’s getting to be critical mass acro...
Just wondering what will happen if the SAFE banking bill gets approved. Cost of borrowing should be quite lower. IIPR wo...
What's the cost for an annual subscription to the Wealth Advisory? Save that $$ and rather become an Irregular subscrib...
" if marijuana growing collapses as a business, it’s not like IIPR can slot in an Amazon distribution center in those ...
Great job Thinkolator on the 3 Cannabis companies teased. I owned 30 Cannabis companies between April 2018 and sold ...
Trulieve TCNNF; Curaleaf CULRF; Jushi JUSHF. No fees at Schwab. Trulieve seems to consistently outperform Curale...
Not really interested in individual pot growers. More interested in the farms/land that pot growers rent. Own IIPR at ...
I am an Oxford Club member and I own IIPR, SRVR and STAG. I formerly owned PLD and EQIX. IIPR has been a winner for me...
Travis, you are such a delight! Day after day you dissect the bugle horns (what a gawd-awful crazy mixed metaphor!) of t...
Thanks Thinkolator, great work! I own STAG Stag Industrial, and IIPR Innovative Industrial Properties; I will look into...
Pot stocks are just way too risky. Lost on Aurora, Hexo, Canopy, and I could go on. The only ones I made any money on ar...
Qualcan / Mystic Holdings NOT for me! Nor NICI from Money Map Press; ever since spending $3,000 annual for Rick Ru...
I've lost $175,000 by buying what thees huckster promote! Mike Ward doesn't give a rat's ass; all he's interested in gr...
I think CRON is in EF too, unless he sold it in the last 3 months since my subscription for EF ran out. Oh, and IIPR was...
I've ended up with partial shares before. I'm just an online brokerage kinda guy but if it doesn't clear out a couple o...
Anyone know how to sell partial shares? I reinvested dividends with #IIPR and even though my limit order was for "Sel...
Auxly Cannabis (XLY.V, CBWTF). Beware, Auxly no longer a "royalty" company. Suggestion, buy an Irregular subscription...
Oh, to complete that thought... After reading Travis' more detailed examination of IIPR's tenants, I too decided to red...
Let’s cut through the Bull. For decades people have been consuming marijuana to decades. What makes you think this ...
Thanks for the heads-up Travis, …. one of big reasons I'm an Irregular. I look forward to tomorrow's discussion in th...
Your suggestions always appreciated . I have no investing tech expertise so I look to you, Yahoo Finance, and a few ot...
Trade Note I'll write about this some more tomorrow, but I reduced my position in Innovative Industrial Properties by...
Sure, that's one way to lock in exposure and an effective stop loss (since you can't lose more than you pay for the call...
Hey Travisn another jem of a FridayFile! Would you consider selling a larger part of your $IIPR position and buy long ...
is that a crystal ball in your pocket or are you just happy to see me?....EVERYONE EVEN THINKING OF GETTING INTO THE MAR...
Is iipr the marijuana profit sharing company paying out the checques?...
Ouch. Sorry for the various cannabis losses you've endured. Seem like the whole industry got hit and is on pause for a w...
Still would consider IIPR instead. Never bought CBWTF Auxly. Sold IIPR yesterday that I bought nearly 2 years ago, for...
sold IIPR yesterday. May get back in in another week or so....
Good to know your Portfolio Sells & Buys, especially reasons. I did sell my holdings IIPR for a gain, and also sold al...
I continue to Hold onto IIPR, bought almost 2 years ago @ $32. Last week I sold GWPH at +6%, and today sold CGC and ACR...
How do you feel today about IIPR? Buy/Sell/hold?...
I also wanted to add a big thank you for helping me make some great gains on IIPR, OPI, SWKS and others....
The ones I own right now are CCI, IIPR, MPW and PW, with KW as kind of an honorary REIT. They’re all probably really ...
Now that tax loss selling season is almost over (especially lots of losses in cannabis sector) hopefully we will start s...
That is the fear, though it’s currently a fear and not a manifested reality for IIPR tenants (who are all in the US) a...
Swing low sweet chariot.... IIPR is headed lower... the greenhouss tenants on the 15 year leasesare financially fragi...
Is IIPR really a weed stock. No, they rent to people who are in the business correct?...
Not really Andrea. There is ONE weed stock doing just fine and will move higher from here. It's their business model ...
To me IIPR is probably the safest (pejorative at best) of the cannabis stocks [yes I know they do not physically grow MJ...
Travis, Would you recommend picking up more IIPR at $75 to $77, seems like a good Long?...
Thank you Travis for giving us a clear view of IIPR, I appreciate it!...
IIPR has been mentioned often for several months - OGI is getting a lot of play of late - BOTH HAVE DECLINED OF LA...
Travis, any updates on IIPR?...
I bought April 2018 at $135. Down ~11%. Holding on....
The preferred stock explanation was excellent as usual but your example of using IIPR does not show the power of prefer...
I would still argue that IIPR's business model is about to collapse. While they may still find some tenants who wish to...
I sold IIPR a few days ago based on technicals. There has been a volatility squeeze, which makes me think the sell-off ...
Any idea what is causing the sharp drop today (-10.7%)? I'm not seeing any particular negative news for IIPR, actually s...
I'm down 52% on all pot stocks. IIPR was the one of four stocks I have that are still in the green and it's losing 5% to...
Surprise! PharmaCann and MedMen called off their merger today. MedMen is retrenching and focusing on building their r...
That's what I feared last year, when I was first buying IIPR, but I'm not really worried about that as a risk anymore --...
I think the biggest risk to $IIPR is widespread legalization. I f the federal government legalizes Marijuana than all th...
I own IIPR also and Charlotte's Web. I am in the green on both....
The big Canadian marijuana stocks? I don't like any of them at these valuations, the only one that makes sense to me fr...
IIPR is a REIT you don't value that based on price/sales....
I was given the opportunity to make a investment in a private medical cannabis company in late 2016. They were in a st...