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 […]
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Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]
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 […]
We won’t be posting a Friday File next week due to the Thanksgiving holiday, and publishing will be light in general for the next few days for the same reason (though we will, of course, feature our annual Turkey of the Year) … so perhaps you can take some solace in the fact that this […]
My spirits have been lifted a bit in the last week… not so much by the general state of the world (unemployment is horrifying, the pandemic remains scary, politics has sunk even further into the gutter, a big chunk of the world is literally on fire, again), but by the return of some seasonal patterns […]
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
The latest ad from Louis Navellier for his Growth Investor newsletter is a doozy… they’ve dropped the silly video of Louis with his fancy Porsche and replaced it with a “Trump wants to secure super-fast 5G” headline, but they’ve kept the red “turbo” button imagery from Navellier’s supercar, with that serving as a “you’re too […]
We saw a big recovery over the past week or so from those cyclical stocks that were hurt by coronavirus, as the excitement about reopening and vaccine development sends people out of direct beneficiaries of the outbreak like Teladoc (TDOC) and the stuck-at-home names and into the stocks that were most hurt by the shutdown. […]
This ad from Ian Wyatt has been running for a little while, with some apparent variation, but he keeps aggressively re-pushing it as a “new” webinar, so our readers keep asking about it, and I haven’t covered the tease yet… so that’s our project for today. What are those top five stocks he keeps teasing? […]
The latest ad from Louis Navellier for his Growth Investor newsletter is a doozy… full of images of Louis Navellier driving his midlife crisis Porsche supercar around and showing off the red “turbo” button, with that serving as a “you’re too dumb to get it otherwise” metaphor for the tremendous potential of 5G wireless. We […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
It’s been an unusually active month in the Real Money Portfolio — a couple big sells, several brand new positions, and quite a bit more churn than I usually have. Those transactions have mostly been fairly small, the largest position that I opened or closed was the sale of my sub-2% Facebook position, but that’s […]
It’s been a wild ride for the past couple weeks of coronavirus panic, and this week has been especially crazy (and still isn’t quite over)… though it’s encouraging that my Real Money Portfolio has been a little bit stronger than the market so far this year — partly because of brilliant stock selection, I’d like […]
Earnings season is winding down, with only a few of my larger holdings yet to report, and so is my Annual Review of all of the stocks in my Real Money Portfolio — so I’ve got another installment of that for you today, sharing my updated opinion on a bunch of holdings (including a few […]
Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]
This is a teaser pitch that we solved back in May of 2018, but folks continue to ask about it… and our older article is getting pretty stale, so we’re digging in for an updated look today. The headline of the ad pretty much says it all: “The little-known Washington D.C. financial “think tank” that […]
Innovative Industrial Properties (IIPR) hit a stop loss yesterday thanks to a sector-wide collapse of marijuana stocks. The big news that hits IIPR directly this week was that MedMen dropped its plan to buy PharmaCann, which is IIPR’s biggest tenant, so I did take the somewhat cautious step of buying a few protective puts just […]
Today I’ve got a few portfolio moves to share with you that go against the Wall Street mantra (“sell your losers, let your winners run”)… last night I sold my position in Kweichow Moutai in China — this is a fantastic company, mostly because they have insanely high profit margins on their signature Moutai liquor… […]
This is a teaser pitch that we solved about six weeks ago, but I think the solution got lost inside a longer article because folks continue to ask about it… so I’ve pulled it out to talk about for you here today in your bonus Friday article, partly because it also plays off of the […]
Sometimes I get so deep in the weeds in struggling through the absurd promises and promotions from investment newsletters that I forget to mention the one key common-sense tool that we all have at our disposal: If it sounds way to good to be true, it’s not true. Sadly, in the world of investing we […]
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
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Cisco, Corning, Keysight Tech...
Keysight, perhaps? Apparently LN trumpets it a lot: https://www.stockgumshoe.com/reviews/blue-chip-growth/navelliers-...
Mark, I'm fairly sure Nersesian deserves some credit for "a good working atmosphere" but there were a couple other leade...
Travis__Enjoyed your analysis. I stumbled onto Keysight Technologies a few months back. I had and still have three favor...
Keysight is one of the stocks that was moving to the upside so fast that I couldn't find what I felt was a good entry po...
What does Keysight make that is fundimental to 5G?...
Wow! Keysight? For once I already own a teased stock. I'd bought HP years ago. As you know, HP was split into HPQ and H...
It puzzles me that Hewlett-Packard repeatedly endangered its acquired world-wide reputation and good will as an electron...
Thanks, nice to have confirmation....