Two weeks of catch-up -- so we've got Two Sells, Two add-on buys, and a new entry in the $100K Lock Box Portfolio
23 Comments Read MoreArticles
Friday File: Bargains and Busts as Earnings Season fades
Damn You, Porter Stansberry
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
A Hodgepodge of updates on Real Money Portfolio companies (and a couple former holdings)
4 Comments Read MoreFriday File: Growing WITHOUT Big Tech?
Earnings season is finally really here, and perhaps that will bring the focus back down to earth… maybe for a few weeks we’ll stop obsessing about the big picture and the trajectory of future interest rate increases, trying to read the tea leaves to guess when the Federal Reserve will stop raising rates… and start […]
16 Comments Read MoreFriday File: “Ray Dalio’s Next Big Bet” — plus Hurricane Thoughts, and some Tax-Loss Selling
“Hidden Goldmine,” the “Mega Builder” and the “Millionaire Maker” — Three more “Landlord Nation” winners?
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
A hodgepodge of stories and updates... plus the start of earnings season for the Real Money Portfolio, and one "buy the dip" purchase
17 Comments Read MoreFriday File: Riding the Overreaction Machine
One sell and one buy this week, plus updates of "buy below" prices for half a dozen Real Money Portfolio companies
25 Comments Read MoreFriday 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
10 Comments Read MoreDe-teasing Sjuggerud’s “No. 1 Opportunity of the 2020s” Pitch
Friday File: When in Doubt, Buy Some Royalties
More Royalties, Please… The world of precious metals royalties has been quietly changing a bit, with new entrants and some rising interest in gold as inflation concerns have heated up this year, so there are a few updates to share… but first… If you don’t know what royalties are, they’re best thought of as a […]
26 Comments Read MoreFriday File: Dreaming of NVR
Adding an IPO to the Real Money Portfolio, plus several other small buys and updates on Boston Omaha, Fastly, Power REIT and more...
35 Comments Read MoreWe use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Comments
The biggest homebuilders in Arizona are pretty much the usual suspects -- D.R. Horton (DHI), Lennar (LEN), NVR (NVR), Pu...
We've had another little...
Haven't looked at that ad or seen if he's dropping any hints this time, but in the past when he talks about "forever" s...
Strange. I don't think I've ever heard of this situation before, though fractional share holding is really a product of...
Hi Travis, on the subject of NVR maybe you can make sense of the following: I had a fractional share stake in NVR (full...
I agree, I think they have the potential to be another NVR, in time. Have been greedy in hoping for a lower level to bu...
I like NVR because they have a captive mortgage company. This can give them pricing flexibility if they choose to use it...
Sure, though I have not looked in detail at NVR recently. Several of the other homebuilders have also gotten more capit...
Hi Travis, I know from your previous analysis on Dream finders homes that you admire NVR. If we do have a housing crash ...
I've held BLD and BLDR this year. Great returns and happy with management of both. They are buying back shares and doing...
Thanks Travis! I really enjoyed reading your take on the housing sector. I bought some NVR a while back and intend t...
Cannot thank you enough for this - I read Sjuggerud's pitch with great interest, but except for NVR got few real clues. ...
They've been reducing their debt, and they do pay a small dividend. They're bigger than NVR, and their returns over the...
I read somewhere that LEN-B is a promising-dividend payer- homebuilder that follows NVR model. True?...
I have not ever looked at MHO, but the numbers look very solid at first glance. MHO has't had the consistently strong R...