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, […]
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So… what’s happenin’ this week? I’m still wrapping my head around whether or not I’m interested in building a position in Coinbase (COIN) (or Voyager (VYGR.CX, VYGVF), or other brokerage/exchange companies in the cryptocurrency space), so I’ve been curious to watch the shares of COIN slowly drift down as Bitcoin prices fall from their highs. […]
I thought I’d start with a “benchmarked returns” question, since a couple readers have asked recently how the Real Money Portfolio’s returns compare to the broader market. In general, I have usually done a little better than the US stock averages (I use the S&P 500, just for convenience), but sometimes I’ve done a little […]
Blather alert… skip down a ways to the ***** if you want to get right to the specific investments I’m talking about today… The market feels very uncertain, despite the massive stimulus and reopening boost that we all expect to see in the real economy this year, and the doomsayers are clearly out in strength […]
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 […]
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 […]
Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]
There’s a new version of Stansberry Venture Value’s big “SaaS” pitch making the rounds recently, similar in many ways to the previous versions that I looked at last February and September… so I guess it’s time to take another look and see if the same stocks are still being teased, and whether we can answer […]
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 […]
I’ve gotten a pile of new questions about Stansberry Venture Value this week, all relating to their pitch for some cloud SaaS stocks — and I found the first pitch about these stocks pretty compelling back in February, and even ended up buying two of them, so I thought it would be worth digging in […]
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What are the odds that a company called Intrusion (INTZ) wins an award for having the Most Innovative Intrusion Detecti...
Hi Travis, Now that INTZ is no longer in the RMP, do you think you have a room for a different cybersecurity company?...
Trade Note: A couple Stop Losses A couple of the speculative positions in my Real Money Portfolio hit stop loss level...
I read the "Intrusion, Inc. (INTZ) Q1 2021 Earnings Call Transcript" and was not impressed. It is here for anyone who...
was hoping to see something on INTZ.. might be a good time to pick it up...
Hi Travis, INTZ is down a lot, can we add to average it...
There's been a new PR for an attempted class action suit at least once a day since the short report. Doesn't really mea...
INTZ class action today......
INTZ finally did respond in a little more detail yesterday, cutting down the most easily disputed allegations from the s...
Luckily I was able to get out from INTZ at $25 booking in a profit of around 15% from my initial purchase price....
Thank you for the Friday file Travis, much appreciated! I have a question, where do you get your news from? I ask be...
This is probably common after a short report, but thought I'd share. (I'm not even in the stock but have them on a watc...
In re: INTZ, whether Kimberly-Clark is getting Shield at a huge discount or even free as opposed to paying full price is...
Thank you for the excellent writeup and the part about INTZ. My doubts about INTZ stem from their very broad claims abou...
I've been pondering that a bit and waiting to see if the company provides a more detailed response. Some good points in...
Hi Travis, off topic to this discussion but didn't know where to post. Saw this today on Twitter, INTZ short report. Fo...
Hey Travis, Did you get a chance to review the recent short report on INTZ? Any views?...
Yes, that's a strong reaction to the positive news of a deal with Kimberly-Clark (KMB). This doesn't mean the risk is...
My Fidelity feed for INTZ is showing that they signed an agreement with a company that has 46,000 employees to protect t...
I am an old guy too (74) and I have yet to buy my first stock. I opened an account with TDAmeritrade but haven't used it...
From what I can tell, it looks like Bryan Beach recommended INTZ on 7/21/20 where the closing price on that was $6.60. ...
just checked out the stocks at Simply Wall to see if they are over- or undervalued. There seems to be a nice upside pote...
Could be, it's very hard to tell what will happen with any stock in the short term -- and, of course, that's doubly true...
I bought some GAN a while back, and while it sputtered at first, it found its footing and I'm up a nice 30% since Octobe...
Thanks Thinkolator! I will take a small nibble on INTZ Intrusion too. also bought PAR last April based on your artic...
Regarding INTZ “He says that while big names like Cisco Systems (CSCO) or Palo Alto Networks (PANW) can block anywhe...
Thanks. PAR was around $28 when I first covered their pitch, though thankfully I was really digging into it in March so...
Stansberry is in PAR at $25.63. They recommended it on 5/20/19 and say buy up to $35. Could've got 'em a lot cheaper t...