Updates from the Real Money Portfolio
1 Comment Read MoreArticles
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
Detease: “Elon Musk’s A.I. 2.0” Stocks from Luke Lango to Buy Before May 16 — Profit from “Optimus” and the combination of Artificial Intelligence and Robotics?
Friday File: Acquisitions, Acacia and Intuitive
You’ve already heard quite a bit from me this week, since I shared the latest buy news from the $100K Lock Box portfolio yesterday… but I’ve still got a few things to share with you to close out the week… including one more add-on buy. We’ve got news from a few of our Real Money […]
5 Comments Read MoreFriday File: Berkley, Bro, Deere and more…
Friday File — Creeping into Earnings Season
Musing about sentiment and 2024 forecasts, plus some updates on Intuitive Surgical and our gold plays
13 Comments Read MoreFriday File: Best of 2023
Checking out the best buys in the Real Money Portfolio over the past year... what can we learn from them?
9 Comments Read MoreHernias, COVID, Obesity Drugs and Medicare Negotiation
Friday File: Royalties, Robots, Insurance and Interest Rates
Answers: “First AI-Designed Drug to Enter Clinical Trials”… Alex Green at Oxford Clubs Believes “will become the most important AI company in the world”
Oxford Club Communique ad teases, "A modest investment in the right stock can provide you with all the wealth you need for the rest of your life." Green thinks the next winner will be "The Medical Company Using AI to Radically Speed Up the Discovery of Breakthrough Treatments" -- so what is it? Answers below...
22 Comments Read MoreFriday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Checking in on the early second quarter reports from a few Real Money Portfolio companies... plus some updates on Toast and telecom
8 Comments Read MoreFriday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Friday File: More High Yield Speculation
Buying more preferreds, plus some microdosing in old favorites, quarterly updates, thoughts on Alphabet's latest lawsuit, and more...
24 Comments Read MoreEifrig’s “Shock to Retirement” Pitch — Who are the winners of his “Health Care Singularity?”
Eifrig's new Prosperity Investor pitches Seven "Forever" stocks and three "1,000% Winner" speculations -- and the Thinkolator has definite answers for six of those ten below, plus a few guesses at the others...
27 Comments Read MoreFriday 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: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Are we in a reset and a tough year... or the end of an era and a tough decade? Checking in on American Tower, Brookfield Asset Management, and others...
9 Comments Read MoreFriday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
A hodgepodge of stories and updates... plus the start of earnings season for the Real Money Portfolio, and one "buy the dip" purchase
17 Comments Read MoreFriday File: Off to Omaha
I’m on a plane to Omaha as I finish up this week’s Friday File, ready to jump into another “Woodstock for Capitalists” weekend with the Annual Meeting for Berkshire Hathaway (BRK-B) and, more quietly, some other investor events and the Markel (MKL) Brunch. This pilgrimage often helps me to reset my thinking as a long-term […]
14 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 Part 1: Fire, Tech, and “Too Big to Grow”
Friday 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: More on Coinbase and Bitcoin, Quarters from Crown Castle and Intuitive Surgical, and more…
Three buys, one sell and a couple little speculations this week -- updates from the Real Money Portfolio
26 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: Dreaming of NVR
Adding an IPO to the Real Money Portfolio, plus several other small buys and updates on Boston Omaha, Fastly, Power REIT and more...
35 Comments Read MoreFriday 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 MoreTwo more of Woods’ “Guardian Angel” Stocks
Yesterday I spent some time on a pitch for a “Diamond in the Rough” stock from Jim Woods and promised to follow up… so that’s the plan this afternoon. The bigger theme of the ad was that Woods has a list of five “Guardian Angel” stocks that will help you survive pandemics and recessions… and […]
9 Comments Read MoreFriday File: Shaving Momentum (but not too close)
Checking in on Fastly and The Trade Desk after a wild week, plus thoughts on Intuitive Surgical, Medical Properties Trust and more
11 Comments Read MoreFriday File: Songs, Fixes, and the Fool’s “5G Supercycle”
Friday File: Bright Screens, Streaming Wars and Palantir Profits
A vacation sendoff that includes a new buy, some thoughts on screens and streaming, and a couple sells in the Real Money Portfolio.
21 Comments Read MoreFriday File: A New Gambling Client, Quarters from KEYS and OKTA, and a 5G Check-in
Friday File: A Hodgepodge of Earnings
Quarterly updates and some transactions on the week, including notes on GAN, PAR, ATVI, TTD, ROKU, FSLY, SHOP, AMZN, BOMN, BRK-B, AAPL and more...
36 Comments Read MoreTrade Note: Tax Loss Harvesting
Friday 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 More“Image Mapping Rollout” to cure “3rd Leading Cause of Death?”
Motley Fool’s “Dawn of the T288 Era” — What are those Secret AR Stocks hinted at by Eric Bleeker?
What's being teased in the new ads for the Motley Fool's Extreme Opportunities: AR?
66 Comments Read MoreMore Looking Out for Your Own Wellbeing
Are you better at chopping onions or folding laundry? Doc Gumshoe learns from the sad story of the Shah.
22 Comments Read MoreFriday File: “Doctor on a Chip,” “Pinpoint Surgery” and Ligand
What about ‘dem Robots? (DeHaemer’s “Ride the Robot Revolution” Stocks revealed)
Sniffing out the other two robot picks from Christian DeHaemer's Technology & Opportunity
21 Comments Read MoreJune Advance Alert: 15-Day Head Start in the Race for Profits
Stopped out of balance of ISRG position
I sold my remaining shares of Intuitive Surgical today — I had been quickly stopped out of half of the position a while back but held the other half. Today, the much wider stop loss for the remainder of the shares was hit and I’ve cleared the position from my portfolio. I still like Intuitive […]
Leave a comment Read More“Action Plan for the Wipeout!” Navellier
Louis Navellier started marketing his services late on Tuesday with an email that has the subject line: "Today's Cut Takes us to the Brink!" In his words, "I have been telling my customers for several weeks now that this is the greatest buying opportunity of our lifetimes. But let me clarify: It’s not as simple as buying any old stock that’s cheap now, it’s about owning a mix of the highest quality stocks. That’s why I have spent the last few weeks creating what I call Action Plan For The Wipeout. Act today and you can put this plan to work for you, beat the market by over 3-to-1 AND be able to look at the morning news without flinching."What is his "Action Plan?" Read on for details!
22 Comments Read MoreAnd the stops strike again … cutting Intuitive Surgical position
With the market continuing to plunge, I stopped out of half of my position in Intuitive Surgical. Yes, that’s right, the same ISRG that I bought just a few days ago. I continue to hold on to half of the position, and I’m comfortable holding this much at the moment — I believe Intuitive Surgical […]
Leave a comment Read MoreMore Nibbling on the way down — Intuitive Surgical
I continue to have some orders in place for stocks which are falling fast, but which have strong tailwinds for future growth even in a poor economy. There’s no doubt that some of these stocks will continue falling after I buy them, if I buy them (I certainly can’t pick the bottom for you), but […]
Leave a comment Read MoreIdeas Aplenty: A Navellier Smorgasbord
OK, so my ancestry is mostly Swedish, and I can’t help but think of a smorgasbord when I see the latest email out from Louis Navellier for his Blue Chip Growth newsletter. If you don’t know what a smorgasbord is, it’s basically a big buffet layout of Swedish foods, often served at holidays. And like […]
19 Comments Read MoreWe use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Comments
Skousen started recommending TSM 2 days ago and Altucher recommended ISRG 6 weeks ago, it is up but fluxuates quickly....
I own Vicarious Surgical symbol RBOT also RBOTW that is pending patent approval for lighter and more efficient robotic s...
There's some benefit in diversification, for sure, but QQQ could absolutely have a 60% drop if things turn ugly. Herds...
P.S. I forgot to mention in the note above that I also sold another chunk of NVDA covered calls at $290... the details a...
I almost pulled the trigger twice last year on ISRG, but hesitated because of the P/E ratio. Like you, I want the price ...
That's the owner of the Senhance system I note above (used to be called Transenterix).True, ISRG can't go from 0 to ...
His stocks to avoid: INTC, GRMN, ARW, AVT, FUV, ISRG, GNRC...
Thanks for pitching in with the answer Cabron... if you meant something other than "why did it go from $900 to $300", le...
Hi Travis, quick question. What happened to Intuitive Surgical #ISRG?...
Have never looked at that one. The financials remind me of Intuitive Surgical — strong growth, good margins, very hi...
Transenterix (TRXC) is a small competitor, whether or not you consider it "strong" is a judgement call. There is room f...
Speaking of AR and surgical/ medical devices and ISRG: TRXC is supposedly a strong competitor to ISRG and TRXC has mark...
ISRG has been recommended many times by the Fool over the years, so doesn’t fit the “new” criteria. I think David...
But was'nt ISRG recommended in any of MF services ? Hard to believe, but could be possible....
Sorry to hear about all your troubles but glad you’re recuperating so quick. Thank you for your confidence in ISRG, on...
I had my prostate and 15 lymph nodes removed on 10/17/20 with the use of da Vinci. The prostate had 5 tumors occupyin...
I saw news hospitals were going to reopen for elective surgeries/procedures. Can we expect a spike in ISRG in short term...
Thanks Travis. I wish I bought ISRG when it dipped below 400. I thought the market would go down more once it finally re...
Ah, you’re right! Glossed over that part of the clue. ISRG has indeed made inroads into AR, and I can’t be definit...
Thanks for the timely article, I just watched the pitch on Tuesday. Your first two look spot on, but ISRG feels too big...
Do not buy this guys newsletters. I'll give his latest tip: Intuitive Surgical for $500 a share and Facebook for $150 a ...
Yeah i've been receiving the teaser for couple of weeks now in my inbox. I'm guessing its ISRG but would be willing to s...
$IRSG NP Intuitive Surgical target raised to $480 at Stifel -- Pre-Announced 4Q Solidly in Line; But 2018 Inn...
$ISRG NPJ.P. Morgan noteISRG: This morning, Intuitive Surgical (ISRG) preannounced very strong preliminary 4Q17...
Patrick Lin is an extraordinary biotech entrepreneur and investor I met at a conference during the fall of 2017. He's Ca...
Nice write-up as usual Travis and finally a topic that I have enough background to chime in on from a clinical standpoin...
Intuitive Surgical facing lawsuits, reports of death and injury http://www.mercurynews.com/2017/10/22/robot-surgery-fir...
NP $TRXCTransEnterix approval comes 'modestly earlier' than expected, says Stifel Stifel analyst Rick Wise note...
It certainly shot up today after the FDA approval. Will be interesting to see if they can create the infrastructure an...
I see you guys are having a bit of difficulty with this discussion. When I saw this article from MF and it's mention of ...
Not sure if they are embalming or just deep freezing for future thaw....probably neither. From the get go, I never like...
Couple of nice articles and video's on TRXC and its ALF-X. Looks like TRXC got ALF-X cheap compared to what Medtronic is...
Dr. KSS, another great article with such literary style. Loved the following analogies: " By this reasoning, the FDA ...
$ISRG Sunnyvale-based Intuitive Surgical settles litigation over robotic arms SAN JOSE -- With a jury weighing ...
$ISRG, nada: Intuitive Surgical Announces First Quarter Earnings http://globenewswire.com/news-release/2016/04/19/83039...
TransEnterix opens $44M equity facility as it awaits FDA go-ahead to launch surgical robot February 10, 2016 | By Varu...
TRXC, Ray I decidedto google the sugical robot and there it was, a small company with some very dedicated people workin...
For folks who are wondering, this is a question about the StreetSweeper negative article that came out last week, you ca...
I lost $35K in 2011 as a result of the 35% STOP LOSS RECOMMENDATIONS of GREENIE and KAREEM ABDUL THE JERK. Limit your p...
Google parent Alphabet teaming up with Johnson & Johnson in Robotics which IBD says could grow 35% in the next 5 years. ...
Intuitive Surgical (ISRG) upgraded by Morgan Stanley today. Know Doc Kss owns and hopefully a positive for TRXC as well ...
Wow, Cafepharma, a blast from the not TOO distant past, I ran across the site when I first invested in TRXC in early May...
Someone was musing earlier in the week about Verb's plans to pursue new forms of robotic surgery with $JNJ's Ethicon uni...
Couldn't possibly agree more.In searching for diamonds, biotech investors right now, in this gnarly pendulum swing p...
TRXC- TransEnterix, Inc. Names Paul Ziegler as Vice President of Sales8:00 am ET August 31, 2015 (BusinessWire) Pri...
They did have some trouble getting approval, and it was one of those things that, the more you looked at it, the less it...
Intuitive Still Dominates, But Emerging Robotic Surgery Players Seek To Speed PenetrationExecutive SummaryIntuit...
Seems to be NOVADAQ. Signed agreement w/ Intuitive surgical in 2011(?) and others later, as well. Checked out https://cl...
sogiam, it came to me as an email. Here's a clip: I've discovered a stock that could be biotech's next blockbuster. I...
SteveMT-Please forgive me the post above is for all equities written about by Dr. KSS. A list of "gems" is here: From T...
Companies I have long positions in, and present trading sentimentAchillion hold vs buy Agios hold after ASH run-u...
Cramer pushing Alexion, Gilead, Celgene, Regeneron, and Intuitive Surgical. Agree on all but Alexion, which is overvalue...
There was a surgical robotics company mentioned last night....just now I am not finding the post. It sounds good and cou...
Dr. KSS I forgot to mention Titan Medical TMD.v advanced Amadeus surgical robot .. I know u like intuitive surgical...
JJ: Thanks for your comment. You are quite right about M. Graham. The specific guy who designed TT-034 with its three sh...
i am also a Jeff and also a LOSER on Decode Genetics. that was a while back. but the money was real then too. Shame. I...
What do you think about Accuray?? Could be the next Intuitive Surgical, now in its first beginnings??? ...
I was a customer of the incredibly confusing Agora consortium about 5 years ago when I subscribed to the Oxford Club New...
Intuitive Surgical is currently ranked a "D" in Louis' Portfolio Grader Pro, which is a "Sell". Can he be teasing a stoc...
I've owned both Accuray, and Intuitive Surgical. I like the tchnology. I got out of Intuitive too early...And maybe not...
Tempted to buy ISRG, Intuitive Surgical.If I had to buy it would be PGH, Penngrowth Energy Trust due to high divide...
The hottest and most successful treatment for cancer is proton radiation therapy. It has been proven on tumors from brea...
Who knows? There's a new "next Intuitive Surgical" every few months, not many pan out and I certainly don't have the me...
The street is starting to realize the enormous potential this company and their technology have.Could CTUM be ...
You might be right -- they're definitely cheaper! I think the IMRT makes somewhat less dramatic claims than does ARAY's...