Eifrig's new Prosperity Investor pitches Seven "Forever" stocks and three "1,000% Winner" speculations -- and the Thinkolator has definite answers for six of those ten below, plus a few guesses at the others...
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Eifrig’s “Shock to Retirement” Pitch — Who are the winners of his “Health Care Singularity?”
Friday File: Buying Risky Retail, Checking up on REITs
Friday File: Portfolio Transactions Catch-up (2 sells, 5 buys)
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 […]
9 Comments Read MoreFriday File: Chinese Booze, Backwards Bananas, and more…
An Acquired Taste for the Real Money Portfolio, plus updates on Momo, Kennedy-Wilson, Omega, Estre, Maverix and more...
7 Comments Read MoreFriday File: Royalties, Scams, Buffett, and Gold
A hodgepodge of updates on the Real Money Portfolio and other stories of interest -- including thoughts on Alphabet, Berkshire, Boston Omaha, Cameco, Equinox, Franco-Nevada, Ligand, Momo, Okta, Omega Healthcare, Sandstorm and more...
10 Comments Read MoreFriday File: The Big List, plus a buy on great earnings and a few speculations
Full summary of sentiment on my Real Money Portfolio, plus notes on Berkshire, Fairfax, Ligand, Shopify, Omega Healthcare, Square, U.S. Gold, Yatra and some other SPAC speculations
11 Comments Read MoreFriday File pt. 2: Annual Review continues
Friday File: Two Buys, Two Stop Loss Triggers, and earnings updates
Checking in on the real money portfolio -- one sell and two buys, plus comments on CRTO, OHI, GOOG, FB, AAPL, DLPH, BABA, DSEEX, SHOP, FFH.TO, MPW and SWKS. Phew!
18 Comments Read MoreFriday File: Facebook, Alphabet, Amazon and other portfolio updates
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 […]
11 Comments Read MoreFriday File: Earningspalooza Part Two
Annual Review – Income
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 […]
7 Comments Read MoreFriday File: What’s Swooning That Might Look Tasty?
Checking in on earnings and some more attractive valuations -- DOC, MPW, OHI, VTR, CCI, BRK-B, MKL, FFH.TO, CRTO, FB, PLOW... phew!
7 Comments Read MoreWhat’s “Social Security Insurance” — can you really “Act Before 9/28/2016 and lock in $43,543 for life?
“On September 16, some 100 billion dollars could begin to flow into one sector of the market…”
What's Dr. David Eifrig pitching as the thing the market's biggest players have to buy next month because of "Sector Code 60?"
26 Comments Read MoreInsurance, Snow, REITs and Criteo — Earnings Check-in
Friday File: REITs, First Mining and Gold
In which your Gumshoe checks in on Healthcare REITs, First Mining Finance and gold, and Solves a
4 Comments Read MoreBarron’s wishy-washy on Medical Properties, Reminds me to look at rebalancing
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 […]
1 Comment Read MoreFriday File — CRIUF, MPW, AAPL and more.
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, […]
7 Comments Read MoreFebruary Idea of the Month
Friday File: “Lock in 7.2% Dividends and 15% Gains from the Biggest Demographic Shift in U.S. History”
“Lifetime Payouts” from Obamacare… plus some Friday File portfolio updates
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 […]
5 Comments Read MoreWill the Upcoming “Silver Tsunami” create a “$4.8 trillion torrent of wealth?” (The Wealth Advisory)
The “Rabbi’s Secret” — Healthcare Cash Machines
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...