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… […]
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As the market comes close to new highs again, I’m strangely finding some solace in more bearish views. My Real Money Portfolio is doing just fine, thanks, beating the broader market by about two percentage points since the beginning of 2018, but I’m also keeping a substantial cash allocation and have money allocated to hedge-y […]
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 […]
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 […]
How shall we begin the day? How about some philosophizing… Remember to question just about everything, and be open to new information. Two examples for you: First… I live in Massachusetts, maligned many years ago as “Taxachusetts” during the Bush/Dukakis presidential race, and I find that I still run into articles or pundits citing the […]
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 […]
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Thanks as always to Travis for helpful insight. McCall released another teaser - a semiconductor - today. I'm going to...
Thanks Curly, good info....
I saw the same presentation regarding “5 Elite U.S. Stocks Set to Explode.” The e-mail made it sound like we would g...
Jeezus, this Navellier guy pops up everywhere, like Eggo waffles. But not nearly as reliable, even if slathered with syr...
SEC charges Navellier & Associates with fraud The regulator said the Reno adviser's marketing materials misrepresen...
What a shame! I remember when Louis Navellier was a respected market analyst...I think it was in the 1980's or 1990's....
Good point... Navellier almost certainly sold it, since his system is entirely quantitative and rules-driven, it was an ...
Thanks for the feedback — Zacks is mostly a quantitative system, similar to Navellier or Cabot, so they pretty much ne...
Keep getting emails from Louis Navellier urgent to subscribe to Ultimate Growth to bug his 5 hot china stock. Have anyb...
Have anybody subscribe to Louis Navellier Ultimate Growth to see if anyone made money for this service....
Louis Navellier is hardly an original thinker. I cannot believe anyone is still recommending Nvidia which has risen 900%...
OK, here's my take on stock news letters. I subscribe to Blue Chip Growth which is only moderately successful. I get bom...
what is this new message from Louis Navellier One Company Producing the "Magic Metal" Tesla Needs...
Lithium batteries have been exploding in mobile phones, ecigs, and we are just going to start putting millions into car...
Travis, nice to see that you are still tracking (as I am) the five Louis Navellier "Tech Doublers" (COHR, IPXL, MRX, SXC...
After reading Travis's write-up, I looked for other info on OCLR and found this on the CNBC site. Navellier seems to be...
Travis, Louis Navellier may have a good career batting average picking winning stocks but I am not very impressed with ...
This request is to Mr. Gumshoe not to Dr. Gumshoe. I think, Louis Navellier is at it again with three Biotech Doubler...
Louis Navellier is now "teasing" with, "I’m making this our No. 1 top holding…currently valued at less than $10 bill...
My total, was a loss of well over $150,000 in the summer of 2007. Trusting advice from listening to Louis Navellier, and...
Interestingly enough, just finished reading the above from Michael Robinson a few hrs. ago and must say he has a pretty ...
This is obviously not a "growth" stock -- but just to provide that counterargument, Louis Navellier did include XRX in h...
And the dip is here, as we await the next quarterly earnings report. I expect it's likely to again be a pretty weak qua...
The company was still graded at an A and heavily pumped by Louis Navellier in January of this year. Now I see he has it ...
If Louis Navellier says BUY IT, I recommend running as far as possible from it. If he says SELL IT, then I would seriou...
CAN YOU SOLVE THIS ONE? Fellow Investor: I just identified a little-known Apple parts supplier that will let you b...
Travis - I have to agree with Jennifer. To be spending time on an obscure 4 digit Hong Kong stock at this time is not a...
In the summer of 2008, I lost $150,000 listening to my "Louis Navellier newsletter". ...
I remember checking this one out when Louis Navellier recommended it and I guess it just didn't float my boat enoug...
Louis Navellier- what a joke. We now need a Tobin Smith discussion to keep the retro .com feel going... :>) ...
OT Louis Navellier just instructed his Global Growth readers to buy BIDU. BIDU is currently trading at around $70 w...
Louis Navellier has his best luck (like a good number of so called 'Gurus') in a bull market... and i think he assumes h...
I started with Louis Navellier a decade ago and did well in a bull market with Emerging Growth & Blue Chip Growth. A...
My subscription has been for less then 1 yr. Long term subscriber to China Strategy (see my reciew there). I think CEMR...
I was captured by the good Louis Navellier marketing and decided to subscribe 1 Year for Blue Chip Growth - no comment o...
Too rah rah about the market, about his picks, alls always right with the world and nothing can go wrong. I am surprised...
First, I will say for the money this is a good newsletter. I joined in 2002 when I rolled over my multiple 401k's. By ...
Louis Navellier and GRMN... http://investorcrap.blogspot.com/2008/08/louis-navellier-and-grmn.html...
Louis Navellier touted this one a few weeks ago-it bounces a round a lot and is a good trading stock as well as a plausi...
In defense of Louis Navellier. I subscribe to 3 of his letters. He put out an alert on Baidu last year the day before th...
“You areONE STOCK AWAY fromtotal financial freedom in 2008”“In the next 10 minutes I’ll prov...
I find them to be sometimes worthwhile, though it's always useful to think of it as just another way to learn a bit more...