Where do things stand now with the 17 stocks in the $100K Lock Box Portfolio?
13 Comments Read MoreArticles
Friday File: Lock Box Check-in
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Latest from Travis' portfolio... plus a comment on the ongoing marijuana trainwreck
12 Comments Read MoreFriday File: Buying a Dinosaur
Thoughts on ISRG, Tower REITs, KEYS and IIPR... plus one new purchase in the Real Money Portfolio
17 Comments Read MoreFriday File: Gold, Energy Income and Fallen REITs
Friday File Part Two: In Other News
Musing on the debt ceiling, a marijuana update, and more from Porter Stansberry
13 Comments Read MoreFriday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Friday File: Nibbling on High Yields
Friday File: Pot Landlords, e-Signatures and Dog Food
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
A Hodgepodge of updates on Real Money Portfolio companies (and a couple former holdings)
4 Comments Read MoreDetease: Persinos and the “Marijuana Millionaire Countdown”
"Disney of Pot," "$3 Cannabis King," and the "Ultimate Picks and Shovels Marijuana Play" teased in ads for the new Marijuana Profit Alert.
11 Comments Read MoreFriday File: What Have I Been MOST Wrong About?
Friday File: Prophets of Doom
Ooops, they did it again! Snap (SNAP), owner of the Snapchat messaging app and the most important company in online advertising, posted another horrible, no good, very bad earnings report, and fell 25% after hours, again. Not only does this signal the end of our way of life, but it also means that advertising is […]
18 Comments Read MoreFriday File: Earningspalooza Draws the Eye to Cheap Stocks
Friday File: A Couple Buys on Reentry
Very bad news for one holding, but a couple worthwhile nibbles as I return from vacation
28 Comments Read MoreFriday File: Hiding Places?
Gold? Real Estate? Stalwart Companies? Where might some money be hidden by the fearful? I've got a buy in one of those today...
11 Comments Read MoreFriday File: Nibbling on the Way Down
A couple sells and several buys, plus notes on AFCG, BAM, DFH, PRM, TTD, U and more...
19 Comments Read MoreAlpha Investor’s “$40 Trillion Genomics Industry” Pitch — What’s his teased secret pick for 6,500% returns?
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
Updates on WCC, IIPR, SHOP, SAND, ILMN and more... and maybe a new Lock Box candidate
24 Comments Read MoreFriday File Extra Note: Innovative Industrial Properties Short Attack
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 […]
9 Comments Read MoreFriday File: Riding the Overreaction Machine
One sell and one buy this week, plus updates of "buy below" prices for half a dozen Real Money Portfolio companies
25 Comments Read MoreFriday File: A Couple Minor Updates
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 […]
5 Comments Read MoreFriday File: Buying at lower prices, Selling at higher risk levels
Updates on Power REIT, Intuitive Surgical, Shopify, and some Data Infrastructure stocks and more Real Money Portfolio news...
15 Comments Read MoreFriday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
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 […]
39 Comments Read MoreThinkolator answers: “What’s Stansberry’s $9 Driverless Car Stock for 10X Returns?”
What’s NICI’s teased “The next IIPR and a 1,400% return?”
What's being teased by the National Institute for Cannabis Investors? We share the Thinkolator's answer, and take a quick look at all of the marijuana REITs for you.
31 Comments Read MoreFriday File: One Sell, Five Buys as Earnings Season Steams Ahead
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
Friday File: Camping, Smoking and Dreaming
Friday File: Smoke in the Box
Friday File: Back to the Woods
A deeper dive on Camping World, plus updates on GAN, SFIX, WRAP, FUBO and more...
29 Comments Read MoreFriday File: Quarterly Miscellany, including GAN, PSTH, NVDA, SE, KEYS and BOMN
Earnings Updates for the Real Money Portfolio... plus a first look at coming-public Hagerty
29 Comments Read MoreFriday File: Another High Yielder to Light Up the Portfolio
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 […]
17 Comments Read MoreFriday File: Quarterly Pressure on Small(er) Tech, plus a few buys and speculations
Roku, Fastly, Markel, Kambi, Boston Omaha and more are covered in my Latest thoughts (and buys and sells) from the Real Money Portfolio
29 Comments Read MoreFriday File: “Never go Down” Inflation Investments and Some Price Updates
A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...
30 Comments Read MoreFriday File: Fed Foofaraw, and a Hodgepodge of Real Money Portfolio company updates
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. […]
20 Comments Read MoreFriday File: PW Maxes Out, NVDA and BOMN Report, and more…
What are those Real Estate Trailblazers recommendations?
Friday File: Sea, GAN, Keysight and some (possibly) big IIPR news
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 […]
49 Comments Read MoreFriday File: Inflation, Panic, and some Buys in a Bad Week
Updates on PAR, TTD, GSHD, and more... plus a new Lock Box entry, some more hedging, and some add-on buys
41 Comments Read MoreFriday File: $30 “#1 Crypto Stock” Pitch… Plus Quarters from Fastly, Cloudflare, Roku, WESCO and more…
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, […]
15 Comments Read MoreFriday File: Cheaper SPACs and a Year to Remember
A few buys in the Real Money Portfolio, plus check-ins on safer SPAC prices, quarters from BOMN and CHWY, and much more...
27 Comments Read MoreFriday File: Annual Review Complete, plus another buy for the Lock Box
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 […]
47 Comments Read MoreFriday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5
Friday File: I Can’t Believe it, but Two MORE Buys
Updates on some Insurance Disruptors, and part two of the Annual Review gets to PW, IIPR, MPW, CHWY, SFIX and more...
52 Comments Read MoreTaste of the Friday File: Dividend Growth
Friday File: A New Cyclical Buy
Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...
29 Comments Read MoreFriday File: Happy (?) New Year!
What's happening with our Real Money Portfolio as we start the year? Updates on Roku, AerSale, The Trade Desk, Power REIT, GAN and many more...
22 Comments Read MoreTop Teaser Stocks of 2020
Friday File: Time for Cows, not Horses
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 […]
32 Comments Read MoreWhat’s the “Ticker Symbol of Amazon’s Landlord?”
Oxford Income Letter teases that "we're revealing a stock that OWNS Amazon warehouse real estate... and it trades for around $30."
5 Comments Read MoreFriday File: Earnings and Elections
Watching the electoral tumult, but focusing on updates from The Trade Desk, Roku, Avalara, PAR Technology, Tiptree, Innovative Industrial Properties and more...
19 Comments Read MoreFriday File: A Richer Crown, A Missed Fast Stop, and a Subversive Pot REIT
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 […]
25 Comments Read More“Pot Paydays” to “Collect up to $56,725 per year from America’s thriving legal cannabis market”
Jason Williams at The Wealth Advisory says "I’ve been raking in cash hand over fist thanks to a little-known secret of the legal cannabis markets that I call 'Pot Paydays'"...
...so, what's the "secret?"
Oxford Income’s “GREAT 2020 Real Estate Redo”
What are the "Three Favorite REITs" teased by Lichtenfeld's Oxford Income Letter?
14 Comments Read MoreFriday File: A Few Buys (including a rare IPO purchase), and an updated look at GAN
Re-sharing some "Dividend Rules of Thumb," plus updates on GAN, MPW, ROKU, NVDA, IIPR, CHWY and more...
40 Comments Read MoreFriday File: Mostly Boring Real Estate Stuff This Week, Sorry
Updates on some healthcare and real estate stocks in the Real Money Portfolio, including four add-on buys and two new names for the watchlist
31 Comments Read MoreFriday File: A New Arbitrage, More Gambling, Royalties for the Watchlist, and Bubble Thoughts
I feel very cautious, yet also bought four new positions this week in the Real Money Portfolio...
36 Comments Read MoreFriday File: Pot Real Estate, Clouds and a Cautionary Tale
The risk of "Catch Up" Speculating, plus thoughts on IIPR, DOCU, WORK, PAR and a new buy
34 Comments Read MoreFriday File: A New Gambling Client, Quarters from KEYS and OKTA, and a 5G Check-in
Friday File: From Weed to Shining Sea
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 […]
22 Comments Read MoreFriday File: More on that “WeWork of Cannabis” Report
Spending some time on Innovative Industrial Properties again, plus a refresh for the Real Money Portfolio
17 Comments Read MoreFriday File: Gambling on Sports, Micro-Dosing on Stocks
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 […]
13 Comments Read MoreFriday File: Rethinking Coronavirus Impact for my Portfolio Companies (and adding a few)
This week I try to assess the real-world business impact of the crisis on many of the companies I own, and also sell a couple and buy more of a few favorites -- with three new positions in the Real Money Portfolio today.
47 Comments Read MoreFriday File: Buying and Selling (at a Social Distance)
Checking up on the Real Money Portfolio -- A few stop losses, and a slew of buying in a wild week
29 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 One
Kicking off the Real Money Portfolio annual review with a few new buys, plus looks at MTG-B, ALS.TO, IIPR, MPW, SPCE, WRTC, IQ, NVDA, KEYS and more
15 Comments Read MoreFriday File: Bank of Marijuana (and much more)
A quick Pot teaser solution, plus a sell and three buys -- updates on IIPR, SONG, India, Equinox, Tiptree, MTG-B and more...
11 Comments Read MoreFriday File: Dividends Keep Climbing
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 […]
7 Comments Read MoreFriday File: Earningspalooza Overload — Two Sells, Four Buys and a dozen updates
Plenty of Real Money Portfolio updates this week... including news on Modern Times Group, Elekta, IIPR, Power REIT, Tiptree, Guardant Health, The Trade Desk and many more...
14 Comments Read MoreFriday File: Time to Buy the Data Center Growth Story Again?
Buying a new Optical Equipment stock, adding on to a couple other holdings to the Real Money Portfolio... plus updates on ANET, NOK, IIPR, OR, SPOXF, TSLA, HSY, BA and more...
13 Comments Read MoreFriday File: Marijuana Burning
Checking in on some of our ugly marijuana-related positions this week... plus thoughts on PW, 5G and more...
17 Comments Read MoreFriday File: Stops, Nibbles, Pot Updates and a New Watchlist Stock
Real Money Portfolio udpates, plus a new high-yield watchlist stock and some pot and commodity thoughts
13 Comments Read More 
Barron’s Says It’s Time to Bet Against Pot Stocks
What’s Koyfman’s “Perfect $0.30 Pot Stock?” (Formerly the “Perfect $1 Pot Stock”)
This was first pitched as the "McDonald's of Cannabis" last Winter, and now as the the $1 $0.30 Company that's "more powerful than the federal government" -- who is it?
Friday File: Buy What You Like, Not What You’re Sold
A little ranting on "private" companies and IPOs, plus check-ins on gold, marijuana, eSports and more... including a couple little add-on buys
25 Comments Read MoreCan You Really Get Cannabis “Green Monday” Paydays?
Looking into Matt McCall's Cannabis Cash Weekly, teased as "The Easiest and Fastest Way to Earn $2,600 or More From the Cannabis Market… Each and Every Week!"
13 Comments Read MoreSniffing out “America’s Top 4 Marijuana Moonshot Stocks”
What's been teased by Matt McCall? Thinkolating on hints about "Walmart of Weed," a big royalty payer, an operator of one of the largest greenhouses, and more...
20 Comments Read MoreFriday File: ANOTHER Huge Dividend Jump Inspires Buying, plus Gold and Bio Nibbles
Real Money Portfolio Transaction Updates, plus thoughts on IIPR, GH, OR, SAND and others
8 Comments Read MoreFriday File: A New Pot (sorta) REIT, plus DocuSign earnings and more…
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 […]
5 Comments Read MoreFriday File: Sin Status
A couple "buy on dip" transactions today, plus updates on Las Vegas, IIPR, CWBHF, FIVE, NOK, OKTA, HSY and more...
14 Comments Read MoreFriday File: A Cloud Growth Swap, and a little timid buying as worries mount
A cloud growth swap trade, plus add-on buys in a few old favorites... updates on BOMN, ANET, NVDA, MedMen, Africa Oil and more...
19 Comments Read MoreFriday File: “Cryogenic Blood” plus a buy and some earnings updates
Looking at another Nova-X teaser, plus notes on DIS, BRK-B, ATVI, TTD, INSG, IIPR and others
5 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: Earnings Season in Full Swing
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 […]
26 Comments Read More IIRP….what’s up
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?
3 Comments Read MoreFriday File: My “Top Ten,” plus Some Adventures in Shorting and A Check-in on Gold Royalties
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 […]
22 Comments Read More“Top Stock Under $3?” What’s Carr’s teased “America’s #1 Pot Stock?”
What's the best stock for U.S. marijuana legalization being hinted at in ads for Strategic Trends Investor?
105 Comments Read MoreFriday File: Pot Dividend Surges, plus thoughts on gold and “bargains”
A couple buys in the Real Money Portfolio this week, plus notes on IIPR, Sprott, WRTC, Osisko, Nokia and 3M... among others.
15 Comments Read MoreFriday File: Bouncing Keys and a “Too Good to be True” Reminder
Checking in on a couple new buys, including some REIT talk -- notes on IIPR, KEYS, IIPR, NOK & ERIC, OKTA, SNH and more...
16 Comments Read MoreFriday File: Buying a “Bad to Less Bad” REIT, Plus Updates on TTD and IIPR
Friday File: Ackman, FIVE, 5G and Vanadium
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 […]
3 Comments Read MoreFriday 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: IIPR Dividend Hike, Boeing Panic, OKTA, DOCU and more…
Friday File: Cabot’s “Insurance Disruptor,” plus some updated thoughts on IIPR, KW and TDOC
Sniffing out a teased stock from Cabot Small-Cap Confidential, and thinking about taking profits in a high-flier
12 Comments Read MoreFriday File: Pot Landlord Financing, Buffett’s Portfolio, Fake Prices, and Buying More Growth
Annual Review Part 3: Commodities and Real Estate (mostly)
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 […]
9 Comments Read MoreBest Teaser Stocks of the Year
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. […]
9 Comments Read More“Marijuana Profit-Sharing Plan” teased: What are Jim Pearce’s “Marijuana Payouts?”
Jim Pearce says these "Marijuana Profit-Sharing Checks" are "100% Legally-Backed by the Full Authority of the U.S. Federal Gov't" .... do you really have to get in by October 25 December 5 for the "next check run?"
Friday File: Buying Growth, Selling Mistakes… a Wild Week in the Real Money Portfolio
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 […]
10 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: 5G Time!
A new focus on 5G in the Real Money Portfolio, plus a few updates on Starbucks, Altius and NVIDIA
20 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: Buying Risk and Safety
One new stock for the Real Money Portfolio, plus one for the watchlist -- and three add-on buys for existing positions.
15 Comments Read MoreFriday File: Diving into another Marijuana teaser, plus several add-on buys
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 […]
29 Comments Read MoreWhat’s “The Pot Stock of the Decade” pitched by The Wealth Advisory?
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 […]
58 Comments Read MoreFriday File: Miracle Mist, “The Only Pot Stock” and much more…
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, […]
9 Comments Read MoreFriday File: Portfolio Transactions Catch-up (2 sells, 5 buys)
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 […]
9 Comments Read MoreFriday File: Dark Stock, Dark Roast, Emojis and Uranium
Thoughts on earnings from FIVE and OKTA from the Real Money Portfolio, plus updates on IIPR, IQ, GOOG, SBUX, uranium and more...
14 Comments Read MoreFriday File: Portfolio Hodgepodge — One New Speculation, an Add-on Buy, and Check-ins on Some Dividend Growth stocks and Altius
OK, OK, We’ll tell you about Crypto Pot!
What's Oxford Club's VIPER Alert pitching to create hundreds of new "Crypto Pot Retirement Millionaires" if you get in before July 1... with "guaranteed" 2,500% gains?
60 Comments Read MoreCasey’s “5 Tiny ‘Pot’ Stocks Set to Soar in 2018 Pot Boom” teased in “Become a Marijuana Millionaire in 2018”
A re-check of the stocks originally pitched in Casey's "Marijuana Millionaire Summit" and now being promoted again -- including the "Amazon of Pot," "Home Depot of Pot" and "The Safest Bet in American Cannabis"
296 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: 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: Annual Review Continued, including two Buys
Friday File: Real Money Portfolio Update
The McDonald’s of Pot & The Amazon of Weed
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Always superior drill down, Travis. I was hoping you'd compare PLD with IIPR....
Travis, as always, a superior review with no gilding of lillies. Really interesting even though I only own three of the ...
I bought my first 5 shares of KNSL in June 2020 for $151.23 a share. I’ve been a regular purchaser over the last thre...
You continue to be right on target with your analysis of the cannabis market and the IIPR situation specifically. They ...
Thanks wazuzu! Yes, the weak tenants have started to have an impact. Their biggest Tenant, Parallel, stopped paying re...
Travis, your research continues to be so through and thoughtful; this continues to be my favorite investment newsletter ...
I'd almost never buy a preferred above the call price ($25 for most, including the IIPR one). You don't want to be bett...
Travis, with QRTEP quarterly dividend, like most dividends, do you re-invest it in the fund, QRTEP?, or do you take it a...
I sold about a third of my IIPR stock on Friday. I’ve owned it since the IPO and have a long since sold out of my orig...
Having seen the cannabis sector collapse in Canada with significant overcapacity being mothballed (as I watched my Canop...
Trade NoteWell, that's what I was afraid of... the press release headline didn't include the word "default", but In...
Wowza! That was a big one. Thanks for your IIPR ponderings - very thorough.I sold out of my IIPR position a whi...
Too late, any producer is basically in a commodity market like beans. There are little ways to differentiate themselves....
A while back, I sold out of EA (and a couple other China stocks) to de-risk while I still had some gain left, +13%....
Travis, any opinions on AGNC with a 17% yield, or IIPR?...
Thanks Travis, as usual an engaging and well written summary. In regard to IIPR, do you feel any of those risks also ...
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 NoteI'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?...