Not a lot of buying and selling going on this week, as the market continues to seem to be reacting only to the “thumbs up” or “thumbs down” sentiment over a possible Chinese trade deal, but I did find one stock to buy… and caught up on a few others that have been catching my […]
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Hello, dear friends — I have a few portfolio updates to start with as I get you updated on a few trades that triggered since I last wrote, so adjustments to the portfolio (including a few buys and sells) will be the focus of today’s Friday File. The latest update to the Real Money Portfolio […]
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 […]
So… what’s been happening to the Real Money Portfolio stocks this week? What else caught my eye? No transactions this week, but plenty of stuff to think about… Clean TeQ Holdings (CLQ.AX, CLQ.TO, CTEQF) announced a somewhat surprising equity raise a couple days ago. It seems inspired largely by urgency — they can’t really claim […]
The ides of February are dismal and dreary here in the wet and grey Pioneer Valley of Massachusetts, but we remain hopeful of the sunshine to come. What do I have to share with you, dear Irregulars, as we seek a little brightness to end the week? Well, I do have a few buys to […]
A few more company updates for you as we finish up the Annual Review… almost done now, though a couple stragglers remain. Medical Properties Trust (MPW) ~2% position, $9.87 cost basis, currently ~12$. I’ve held this volatile hospital REIT for more than four years now, through a couple ignored stop-loss triggers along the way when […]
Today I’ll start by stating the obvious: One of the great problems with being an investor is that you can’t know for sure beforehand what’s a dip and a buying opportunity, and what’s the beginning of a long-term decline or a crash. That’s what sticks in my craw about mechanical stop-loss trading, because it doesn’t […]
This week I’m breaking up the Friday File into two parts — there was a clamor of request to cover the latest “Code of Life” teaser pitch from Michael Robinson, so I did that for you in a separate piece today… And I’ve also got some comments about recent earnings updates and some other news […]
Lots of news on companies in my Real Money Portfolio this week, so I’ll try to keep it fairly brief and share my updated thoughts on a bunch of them. Here goes! Shopify (SHOP), the e-commerce service provider that has been so aggressively pushed by the Motley Fool over the past year, released another fantastic […]
We’re closing in on the end of my annual navel-gazing exercise in portfolio review, and today it’s time to look at the “income” stocks in my portfolio. During the week next week I’ll catch up with a few smaller positions that don’t fit into the neat sectors I’ve divvied up thus far, like Disney, for […]
The market is down hard over these past couple weeks, thanks to worries about relatively steep valuations, the likelihood of an interest rate hike from the Fed next month and, much more than anything else, a full-on panic about the possibility of a Donald Trump presidency that would, one fears, bring an almost endless stream […]
This ad caught my eye, because Nathan Slaughter (or his ad copywriter) is doing the same thing a lot of newsletter pundits do: Comparing apples to oranges in trying to give the impression that there’s some “secret” alternative to social security that save your retirement. (There is the old “secret” alternative, of course, it’s called […]
The latest ad from Dr. David Eifrig for his Income Intelligence service (published by Stansberry) makes it seem like there’s something secretive and amazing happening that will boost your portfolio… and it’s happening immediately and on a specific date (September 16). So what is it? Here’s the intro to the ad: “Last year, two of […]
I won’t be able to post our regularly-scheduled Friday File for you this week, since I’ll be preparing for my ride this weekend (thanks again to the many of you who have sponsored me!), and Stock Gumshoe will be very quiet next week because I’ll be on vacation with my family (and recuperating, I imagine), […]
Today I’m breaking up our Friday File into two segments, which many of you have noted that you prefer — one part is a teaser pitch solution, the other is an update on a few stocks that I own and/or have suggested to the Irregulars. The teaser pitch is a look into Cabot’s “Stock of […]
Barron’s came out with a note about Medical Properties Trust (MPW) over the weekend, and I was wondering if it would spur some profit-taking in the stock… doesn’t appear to have happened yet, the stock is down slightly after the open but is more or less in line with the other healthcare REITs. Here’s what […]
This week we don’t have a new teaser solution for your Friday File pleasure, so I’ll stick with some updates on a few stocks I’ve been watching this week… and next week, we’ll get our “Idea of the Month” piece up for you. And we also have a new piece from Dr. KSS up today, […]
As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]
I didn’t do anything with my portfolio this week, and I don’t think we’ve had significant news that changes my opinion about any of the stocks I wrote about in our Annual Review about ten days ago, so today I’ll just dig into a teaser pitch for your Friday File edutainment. Here’s the intro to […]
I have a few updates for you this week — there was a little bit of earnings news in the Gumshoe Universe, and I did a little rebalancing in my portfolio to get cash levels up in anticipation of future buying opportunities… but first, the latest pitch for Chris Versace’s Growth & Dividend Report caught […]
The Wealth Advisory is one of those “entry level” newsletters that pretty much all publishers put out — it costs less than a hundred bucks a year, and it gets you used to paying for financial analysis without feeling too much pain … sort of a gateway drug before you get pitched on the “hard […]
Steve McDonald is trying to get us to subscribe to his Sound Profits newsletter by telling us that he’ll share the “Rabbi’s Secret” for making money in the markets. Now, in my experience McDonalds rarely have Rabbis — but it sounds like this is all based on a cute nickname for a broker that worked […]
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I’d like to add some dividend payers, hoping some good compounders get washed out a bit… we’ll see. I owned OHI ...
Hi Travis, I followed you and added to my brk.b. What are you doing with the proceeds from MPW, how about ohi. And as th...
Thanks Travis for your review after Q2. You reviewed MPW real state company focused on health facilities. Do you know OH...
That has been an appealing one at times as well, though some very concentrated regulatory and tenant risk. I sold my sh...
I like OHI for a medical REIT, better return than MPW...