This is an ad I actually haven’t seen, but a couple readers have sent in questions that include some clues, so we’ll try to solve them for you. That means, by the way, that we’re being a little bit unfair — since I haven’t reviewed this full ad, what we’re quoting from is hearsay… it […]
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Since the other part of today’s Friday File is all about a biotech stock tease, I thought I’d start out this week’s look at my Real Money Portfolio stocks in that sector. I avoid the drug developers, for the most part, but health care should be a huge sector and a growing one, in general, […]
Lots to discuss this week, mostly because several Real Money Portfolio companies reported earnings… and because I added money to two positions this week, and brought a new company into the portfolio. Enjoy! Shopify (SHOP) had reasonable earnings when they came out, but “reasonable” isn’t enough for a high-growth momentum stock that’s trading at almost […]
Lots of readers wondering today about Steve Sjuggerud’s latest China teaser — it starts with a pretty “urgent” promise… “Recently, in a closed-door meeting in Boston, the most powerful authority in global investing told me… “Two Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31 Get there […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]
The talk of “Trade War” is everywhere in the financial media, as you’ve no doubt seen — the first round of “tit for tat” trade tariffs has been decided on both sides, with the US planning tariffs against Chinese steel and aluminum and the Chinese retaliating with tariffs on a variety of mostly agricultural products […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
I’ve had a couple readers ask about this one, and it seems fairly interesting, so I thought I’d look into it even though it doesn’t seem to have been particularly actively promoted. The “tease” came in Steve Sjuggerud’s free Daily Wealth newsletter over the weekend, as bait to tempt subscribers into his True Wealth newsletter […]
For this week, the focus of my Annual Review moves to natural resources. I’ve owned a bunch of stocks in this sector over the years, though it has grown more concentrated of late in the mining area — mostly gold, though not entirely. To start with, I should share my basic strategy — or my […]
I’m full into “Annual Review” mode now, when I make sure to take a good hard look at each holding in my portfolio — some of my positions are very long-term oriented and don’t often come to mind except as thoughts of, “yes I’ll probably still hold this one pretty much forever” wash through my […]
Annual predictions time! People are feeling a bit wealthier after this long stretch of bull market, I imagine, though the Fear and Greed Index is highly volatile and and has swung back and forth between extremes at least a couple times a year over the past few years, with 2017 being no exception, and that […]
We don’t have one big story that’s catching my eye today, so I’ll do some catching up and musing for you. We’re heading into a slow week, so it’s likely there won’t be many new articles during Thanksgiving week — other than our annual “Turkey of the Year” reveal, of course. I often get asked […]
Well, we finish out the week with yet another dramatic performance from the market-dominating tech stocks. Alphabet (GOOG) did better than expected and popped a bit, climbing further through the day, almost as much as the gains Microsoft (MSFT) made on a more dramatic ‘beat’ of expectations (though analysts have always been better at estimating […]
What to do when the market is looking ugly, and pessimism is trying to sneak in through the back door of our long-running bull market? Look for a purveyor of optimism and see what he says. So that’s the mission today — as interest rate worries (and perhaps fears of political risk) catch enough attention […]
So… what’s going on this week? The world watched Congress actually pass something last night, on the 30th anniversary of the 1987 stock market crash (they passed their spending framework bill for 2018, which is importantly mostly because it sets the stage for tax reform legislation to proceed in the coming months), so that made […]
This ad has been rolling for a week or so, and a group of Gumshoe readers have already been discussing it and trying to figure out exactly what the Stansberry folks are talking about… but there are lots of questions still coming over the transom here at Castle Gumshoe, so let’s take a look. The […]
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As usual, you are right on the money with your analysis. Keep up the great work! JD...
Hi Trevor, just curious, why didn’t you mention JD as a growing Chinese internet stock? I hope my investment isn’t ...
Many of these Gilder companies seem like question marks now. Which one is going to be the next Qualcomm or JD Uniphase ...
I don't like Tom's picks for the most part as I have consistently lost on his recommendations, but I do like David's ZM...
my triple down buy stocks are Baba, NIO, & JD...
STAY AWAY from CRA. I couldn't figure out how to update my original post, so I'll add this one. By my count, Frank h...
$SRI - long - thanks for that post. Sparton's 89.8-per-cent-owned subsidiary, VanSpar Mining Inc., registered in the ...