Two of our companies got some good news on Monday, Brown & Brown (BRO) and Match Group (MTCH) will be joining the S&P 500 index, along with Ceridian (CDAY), replacing Unum Group (UNUM), NOV (NOV) and Perrigo (PRGO), which will be bumped down to the MidCap 400 (I don’t own those other four, to be […]
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The hardest thing to do is nothing, and I again failed in that task this week. I added a new position to the Real Money Portfolio earlier this week in Match Group (MTCH), added a new position in a new company to the Lock Box at the close yesterday, and I’ll get to all of […]
Another teaser pitch from the Motley Fool Canada for us to peruse this morning… they’re pitching another social media company that is apparently taking over the world, in the wake of TikTok’s dramatic surge in 2020, and, like TikTok, it’s coming out of Asia but spreading to new markets. The ad is for a big […]
The Motley Fool put together a new push for Tom Gardner’s “no. 1 technology investment” late last week, including yet another “presentation” with Tom Gardner, Eric Bleeker and Tim Beyers, so we’ve gotten quite a few questions… and I also got a few other questions this week about a David Gardner teaser pitch, so we’re […]
Here’s the beginning of the latest teaser pitch from the Eagle Financial folks… “There is a company that doesn’t make or sell anything—yet, it earns over $3 billion a year. “It occupies this futuristic-looking building (its world headquarters) in the heart of New York City. “And it’s been turning ordinary investors into multi-millionaires.” And, actually, […]
Welcome to another Friday of earthly delights! We’ve had some new folks join our numbers in the past few months, so I thought I’d catch you up on the Real Money Portfolio and what it represents… and why I write about it for you. After that, I’ll catch you up on my thinking on a […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]
Keith Fitz-Gerald is dangling “The Biggest Upside Earnings Surprise in Two Decades” as an inducement to convince folks to sign up for a subscription to Money Map Report, which is the “entry level” newsletter for Money Map… so what is the stock they’re talking about? He calls it a “hybrid ‘dating’ stock,” and thinks that […]
The folks at the Motley Fool like to make a lot of the success of their “double down” or “double play” or “triple play” stocks, which generally is a reference to stocks that are either picked by both of the founding Fool brothers (David and Tom Gardner, who together choose the stocks for their flagship […]
I’m not writing much this week, but thought I’d get a quick teaser answer out for those of you who’ve been asking… …the Motley Fool started hinting about their new Motley Fool Stock Advisor recommendation from David Gardner a few days ago, and they haven’t done a lot of hinting of late for those picks […]
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Getting added to an index at rebalancing, if I remember correctly it's being added to the SmallCap 400. That often caus...
A little pop today, as it was announced that Match is going into the S&P 500 with the next quarterly index update. It's...
Might be too late to get in. Price now $161....
Travis, I may have missed the information I am looking for. We intensely read your rationale for why you decide unde...
I am a very small player. Thanks to Travis I made 10k selling the 10 shares of SHOP I bought when he first deciphered t...
Travis, After IAC spins out MTCH, will the current share holders of IAC receive MTCH shares? Thanks....
Okay, that sounds interesting. Sounds likely as well. Do you think the MTCH shares would go up then? Dramatically? A ...
I can see MTCH going back up to $90, but what kind of time frame are we looking at? I'm new to stocks, so is IAC want...
They've teased several stocks in that way over the past few years -- most often Shopify (SHOP), but also Match.com (MTCH...