Today I’m looking into an insider trading pitch from a service I haven’t heard of before — the ad is staged as a “seminar presentation” by Ross Givens about how he follows insider buying signals to pick winning stocks, with the implication that he’ll be finding ideas that match some of the historically phenomenal insider […]
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So… anything happen this week? 🙂 We’ll start with a few headline-grabbers from the Real Money Portfolio in the technology world, slide into a little teaser solution for you, and then share some updates on a couple small buys I made, plus some additions to the watchlist, along with the usual blather… Xilinx (XLNX) had […]
As the market comes close to new highs again, I’m strangely finding some solace in more bearish views. My Real Money Portfolio is doing just fine, thanks, beating the broader market by about two percentage points since the beginning of 2018, but I’m also keeping a substantial cash allocation and have money allocated to hedge-y […]
I’ve got a couple updated thoughts to share with you on some Real Money Portfolio companies, including answering some reader questions about when to take profits on IIPR (I’ll warn you up front, my answer is wishy-washy), but first I’ve got a quick teaser solution for your Friday edutainment. Just today I got a teaser […]
Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]
A few purchases to talk to you about today, and a couple other notes as we go… mostly on the theme of risk and safety, as we close out a week with lots of news-driven volatility. Ready? Innovative Industrial Properties (IIPR) is, in some ways, a fun way to “play” the marijuana boom with less […]
I know quite a few folks got to chatting about Bellicum (BLCM) following Ernie Tremblay’s overly heated pitch for the stock last week, covered in the Friday File a week ago… and, well, things so far are going as they often do: Overhype the ad, overpromise some dramatic results from a presentation that’s really much […]
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