This is the meat of earnings season for my holdings, so I’ve got a lot of fairly minor updates for you today in this one-day-early Friday File (OK, call it a Thursday File… sorry for the schedule change, but I’m traveling to Las Vegas, the Land of Good Choices, for a wedding this weekend, and […]
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Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]
Is the world going to hell in a handbasket? I get essentially that question all the time, particularly as the newsletters who are more prone to fearmongering ads begin to pepper our inboxes with panic about debt and social collapse and government overreach and, well, whatever things happen to be scaring the people who are […]
This is one of the biggest weeks for earnings in the Real Money Portfolio, so I’ll mostly be checking up on the quarterly updates from some of my larger holdings for you today… but in analyzing quarterly updates and other news, I did find myself drawn to make a few purchases (and one sale). If […]
It’s been a phenomenal couple years for the Real Money Portfolio, but I should also note that this has been to some degree a “monkeys throwing darts” kind of market — as long as you did more buying than selling over the past couple years, and as long as you kept your exposure to some […]
With each passing day this week, I became more and more interested in “boring” stocks — there is ALWAYS a temptation to chase hot ideas, and I’m certainly not immune to speculation, but the GameStop (GME) craziness is too much. Plenty of folks have asked me about it, so I’ll just blather on about that […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
Time for an unusual mid-week Trade Note for you, dear friends. I have a few cute little limit orders who had been sitting in the back of my brokerage account for a while, gathering dust and muttering about valuations, and the recent market weakness woke them up… so they just came running in to tear […]
It’s been almost three weeks since I last dug into the Real Money Portfolio and shared my updated thoughts… and a lot has been happening, with earnings reports and other big news from a lot of Real Money Portfolio stocks, so buckle in and I’ll try to at least hit the high and low points […]
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” — […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
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 […]
There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]
I’ve been seeing “teaser” emails coming around from Dividend.com for a little while now, and this latest one generated a few reader questions so we’ll get a quick solution out for you today. The spiel is that this “Dividend Aristocrat two times over” is doing great and has room to increase the dividend further… and […]
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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...