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...
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Friday File: A New Cyclical Buy
Friday File: Is the Shaq SPAC the Last Straw, or the Straw that Stirs the Drink?
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 […]
21 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: 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 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: 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: One Sell, One Short, A few add-on Buys… plus some quarterly updates
Updates and notes on Kweichow Moutai, Altius Minerals, Kennedy-Wilson, Tesla, Disney, Equinox Gold, Shopify, iQIYI, Hershey, Premier, Keysight and more...
29 Comments Read MoreFriday File: Markman’s $5 “Next Cisco”
What's the teased "$5 Stock Set To Grow 18x In The Tiny Supercomputers Revolution?"
10 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 MoreFriday File: China, Data Center and 5G Shakeup… plus a couple boring buys
Checking in on a bunch of Real Money Portfolio newsmakers... including MGM, NFDA, COR, PINC, IQ and many more... plus two new names on the watchlist
14 Comments Read MoreFriday File: “Mysterious M-Boxes” and more
Checking out a Nova-X teaser, plus updates on Nokia, Facebook, Fairfax India and more...
29 Comments Read MoreFriday File: “Forever Royalties,” plus TTD and IQ earnings updates
I don’t want to give you too much to read, since probably the most interesting reading this weekend will be Warren Buffett’s annual letter to shareholders (which should be posted here as part of Berkshire’s Annual Report, around 8am EST tomorrow), but I do have a quick teaser answer to share with you… and a […]
16 Comments Read MoreFriday File: Annual Review pt. 4 (Insurance, India, Candy and more)
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 […]
5 Comments Read MoreFriday File: Stop Losses Everywhere, But so Much I ALMOST Want to Buy
Updates on the Real Money Portfolio and my Big Picture Thinking for our last 2018 Friday File
26 Comments Read MoreThe Complete Investor’s “Escape Plan”… What’s their “perfect retirement stock?”
Scott Chan is pretty new to the world of newsletter pitchmen, but he’s apparently been working for Investing Daily for a while as a technology analyst, and is now headlining his second ad for them (that I’ve seen, at least). The last one was pitching a stem cell immunotherapy biotech stock (which hasn’t worked so […]
9 Comments Read MoreFriday File: Starbucks Pops, Insurance Drops, Buying after Stops
While we wait to see what Berkshire Hathaway’s quarter looked like, how’s the rest of the portfolio holding up? Holy Cow, Starbucks (SBUX)! Haven’t seen that stock take this big of a pop after earnings in a long time, and sentiment seems to have changed so quickly to a “this is a safe capital return […]
21 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 MoreLooking into Sjuggerud’s ad: “Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31”
Friday File: Premier, Estre, Naspers, NVIDIA and gold coins
More thoughts on the latest addition to the Real Money Portfolio, plus a few tech and gold quarterly updates
28 Comments Read MoreFriday File Part One: Visit to the Thawing North, and a Few Buys (and sells)
Notes from the Fairfax Financial Annual Meeting (plus sum-up of a bunch of transactions -- more coming in separate posts this week)
6 Comments Read MoreFool’s “Next Netflix” Pitched as “Best IPO I’ve Ever Seen”
Friday File: Another Netflix Wanna-be, plus BOMN and NVDA updates
Adding one new stock to the Real Money Portfolio, plus some add-on buys... and updates on Boston Omaha, NVIDIA, Alphabet, Facebook, and more...
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I sold my shares, ...
Trade Note:This one probably won't be a surprise, but I reviewed ...
Hmm, not many clues there. Iqiyi (IQ) ?...
According to Earnings Whisper, iQiyi (IQ) reports Feb 12 AMC. I like IQ stock and added to my position as it keeps wanti...
Am I imagining a mirage in this trade war desert, or are there really investors out there cautiously easing back into C...
RE: iQiyi Part of my challenge with iQiyi is not being able to evaluate the product from a consumer perspective. Lookin...
I'm about through the second year of a three year subscription to Rule Breakers. I got that for $149, which is not indi...
$TWTR IQ > Martin, Travis is absolutely correct and part of Myron's e-mail address is: 'TakeProfits".Leave #EM...
The most recent IPO pitch of theirs I've covered, a Rule Breakers idea, was for iQiyi -- the streaming video company spu...
What an odd concept! I wonder how the viewers will select the content. I own a small position in IQ as well, but movie...
Glad to hear it, Martin -- wish I had held the options longer as well, though do still hold my shares....
$IQ np - "Trading the POST IPO BASE play $IQ for 17% gains in 3 days , what we look for in a Post IPO BASE play... " htt...
Good point, at least as of April 4 when their most recent free article on the stock was published. They didn't indicate...
I started paying attention last week when the post-IPO pricing remained weak, and bought a few shares late last week -- ...
With IQ, you mean? iQiyi is a division spun out (partially) from Baidu, it didn't really exist as a separate company or...
IPOs rarely start out paying dividends, unless they happen to be income-focused companies (REITs, MLPs, etc.) -- the typ...
Hello, Travis. Thanks again for some insights. I would like to make some comments about iQiyi (IQ). For your information...