Topic Archives: JPMorgan Chase TARP Warrants (JPMWS)

Good title for an article, right? I’ve realized, after getting a few questions, that some Gumshoe readers are interested in a few of my less liquid, more levered, or riskier investments, the ones (like options and warrants) that I don’t really talk much about when I post my personal portfolio comments (except when there’s a […]

Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Richard Lashley at PL Capital has been involved in proxy contests and shareholder activism with small banks around the country for about 18 years. Chris Mayer talked about him […]

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  • Travis Johnson, Stock Gumshoe

    Trade Note: With the shares soaring by 25% or so following the Zoom Video (ZM) ea...

  • Travis Johnson, Stock Gumshoe
  • Travis Johnson, Stock Gumshoe

    Trade Note: Closed Arbitrage Trade at a Loss Just a quick note that the news out of Delaware this morning that Comtec...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Another Gamble Following the slightly disappointing earnings report last night that was really just in ...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Not a lot of detail here, but I did some selling and buying so I've got a little updating to share ...

  • Travis Johnson, Stock Gumshoe

    Trade Note: This is a fairly minor shifting of the deck chairs on the good ship Gumshoe, but it does involve a meanin...

  • Travis Johnson, Stock Gumshoe

    Trade Note I'll write about this some more tomorrow, but I reduced my position in Innovative Industrial Properties by...

  • Travis Johnson, Stock Gumshoe

    Trade Note: This one probably won't be a surprise, but I reviewed ...

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    Good to know your Portfolio Sells & Buys, especially reasons. I did sell my holdings IIPR for a gain, and also sold al...

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    thanks Travis for keeping us up to date with your Trade Notes and thoughts during these volatile times. Today I nibbled...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Lots of stocks hit or are near the stop-loss levels that I watch today, as you might imagine. My persona...

  • Travis Johnson, Stock Gumshoe

    And a Trade Note for you today: As I noted in the Annual Review update a few weeks ago, I think Facebook has a really...

  • Travis Johnson, Stock Gumshoe

    Trade Note: I've been keeping a tight stop on Equinox Gold, mostly because the surge from their latest merger deal see...

  • Travis Johnson, Stock Gumshoe

    Trade Note: MGM Resorts (MGM) reported earnings, which missed by a bit, largely because of weakness in Asian visitor...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Today I continued the process of gradually selling down my Office Properties Income Trust (OPI) pos...

  • Travis Johnson, Stock Gumshoe

    Trade Note: I hit my stop loss with Hershey (HSY), so those shares are sold. I wouldn't be against ...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Taking Losses Rough day today in the Real Money Portfolio, as shockingly weak forecasts from Nokia took 2...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Stops and Nibbles I was stopped out of the remaining stub of my Starbucks position today, so that's no lo...

  • Travis Johnson, Stock Gumshoe

    Trade Note: PINC Here's an excerpt from what I wrote a few weeks ago when Premier (PINC) was showing...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Some stop loss news today… I stopped out of my small position in Lightspeed POS (LSPD.TO, LGHEF), which...

  • Travis Johnson, Stock Gumshoe

    Trade Note: A couple 5G stop losses hit the Real Money Portfolio today... This morning I closed out two smaller posit...

  • Travis Johnson, Stock Gumshoe

    Trade Note: At Home (HOME) hit my stop loss and I sold today, so that position is now cleared out ...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Zayo Group (ZAYO) announced yesterday that the buyout talk wasn't completely over after all, the word out...

  • Travis Johnson, Stock Gumshoe

    TRADE NOTE Crazy times from NVIDIA as they first reassured investors about the inventory overhang an...

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