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Topic Archives: 3M (MMM)

  • “Buy Now” Trigger from Cabot Turnaround Letter — Out-of-Favor Retailer with a New CEO?

    What's Bruce Kaser pitching as a way to profit from the "Rebirth of Value Investing?"

    15 Comments Read More
  • Friday File: Profiting from Infrastructure and Inflation

    Adding to a well-positioned holding, plus more updates from the Real Money Portfolio

    13 Comments Read More
  • Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch

    Talk of bubbles bursting is in the air, but I keep busy with smallish buys and sells and annual review updates in the Real Money Portfolio

    27 Comments Read More
  • Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth

    Inflation has certainly caught the attention of everyone in the market these days, and whether or not you’re comfortable investing in stocks probably has as much to do with whether you think this 5-7% inflation will continue for more than a few months as it does with your analysis of the economy or the future […]

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  • Friday File: DocuSign Craters… What to Do?

    Closing out a tough week for tech stocks -- Buy? Sell? Close your eyes? Here's what I've done in the Real Money Portfolio...

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  • Friday File: Earningspalooza Gets Underway (plus a teaser preview)

    Checking in on Alphabet, Shopify, Goosehead, Brown & Brown, Medical Properties Trust and many others as quarterly updates begin to flow into the Real Money Portfolio

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  • Friday File: Freaking Out

    ATVI, SFIX, BOMN Pershing and more... a stop loss and a little buying in the Real Money Portfoilo

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  • Friday File: Fears Rising in a Strong Quarter

    Some shifts in my insurance-related positions, plus updates from GOOG, AMZN, AMT, GSHD, Kambi, MPW, SHOP, MMM and more...

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  • Friday File: Insurance and Tech Updates (and buys)

    Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one

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  • Friday File: I Can’t Believe it, but Two MORE Buys

    Updates on some Insurance Disruptors, and part two of the Annual Review gets to PW, IIPR, MPW, CHWY, SFIX and more...

    52 Comments Read More
  • Friday File: Some Buys Beyond the Games

    A couple new Real Money Portfolio positions, plus Part One of the Annual Review (and, yes, some GameStop comments)

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  • Friday 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 More
  • Friday File: We’re All Speculators Now

    Reducing some leverage in some names, and buying a little more equity in others in our latest Real Money Portfolioupdate -- with updates on CHWY, SFIX, YSAC, ROKU, VSBLTY and dozens more...

    57 Comments Read More
  • Trade Notes: Buying on a Bad Day

    Details on three new positions in the Real Money Portfolio (and a couple sells)

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  • Friday File: Earningspalooza, with a half-dozen buys and sells

    Checking in on the Real Money Portfolio as earnings season winds down.

    35 Comments Read More
  • What are “Stock Rental Royalties?”

    Today I thought I’d explain what’s being teased in ads for Andy Crowder’s High-Yield Trader Inner Circle service from Wyatt Investment Research… it’s a relatively expensive service, $1,495/year, and does not offer refunds (the guarantee has lots of stipulations, and the reward for complaining and demanding a refund is “you get an extra year” — […]

    16 Comments Read More
  • Friday File: A Light Trim for the Flyboys?

    Shifting the portfolio a hair to move speculative "cloud" profits into more stable names... plus thoughts on gold, Berkshire and more

    19 Comments Read More
  • Friday File: How’s the Market Doing in Phase 3 Trials?

    Lots of quarterly updates, plus a deeper dive into Insurance and hospital investments as COVID-19 uncertainty reigns

    13 Comments Read More
  • Friday File: Gambling Hits the Nasdaq, plus Insurance, Preferreds, some Earnings Notes and more…

    We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]

    24 Comments Read More
  • Friday File: Pot Dividend Surges, plus thoughts on gold and “bargains”

    A couple buys in the Real Money Portfolio this week, plus notes on IIPR, Sprott, WRTC, Osisko, Nokia and 3M... among others.

    15 Comments Read More
  • “Monster Manufacturer” from Dividend.com

    Dividends for 99 years, with 50+ years of raising the dividend... who is it?

    3 Comments Read More
  • Comments

  • Wonderful post Travis. I've been thinking about CSCO, APPL, NVDA, MMM, IBM, GE and others. History rhymes. We shall see....

  • Travis, carpal tunnel syndrome sounds painful. Wishing you a speedy recovery after the surgery. Will be impatiently awai...

  • I sold MMM either last week or the week before, would have to check the details -- and yes, I'll be covering a lot of th...

  • Travis, thanks again for a great article. One suggestion - with the proceeds from MMM check out JNJ. It’s a dividend...

  • I wish GE well, but I have never really been able to understand their financial prospects -- that's starting to get a li...

  • The only real traditional "industrials" I own right now are WESCO (WCC) and 3M (MMM), both of which are still in buy ran...

  • What are IBM and MMM doing in a "FOMO" etf?...

  • How do I invest in I'd coin?...

  • I like the idea of Goosehead and feel like I do need to diversify my portfolio a bit from its tech heavy current state....

  • You could provide much more income if you sold the weekly MMM...

  • You are able to extend the life of masks by inserting / changing coffee filters. Best 2 All!...

  • test comment test comment 12% letter 123 Advisor 20 Trillion Report 8 Rivers Capital 3M (MMM) 702(j) Account...

  • test comment 12% letter 123 Advisor 20 Trillion Report 8 Rivers Capital 3M (MMM) 702(j) Account...

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