Gold had its worst day yesterday since 2016, so that was a little shock to the system — mostly, I think, because the latest leaks and Tweets about the China trade dispute were relatively optimistic, with meetings scheduled for next month. It’s hard to imagine we’re going to have a “real” trade deal before the […]
Thanks for your kind wishes (and patience) as I took a couple weeks off with my family — we had a wonderful and relaxing getaway in a few of the jewels of the Rocky Mountains as we toured through some northern national parks, most of them blessedly devoid of cell phone service or wifi, but […]
Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]
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 […]
A happy Friday to all of you out there in Gumshoeland… I’ve got a bunch of little stories to cover, starting with a chain of thoughts about some of the overvalued “cloud” stocks that have generated a little news in recent days, and then I’ll provide a few updates on other stocks, and a couple […]
As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
I haven’t written about closed-end funds in a while, so when I was skimming through the possible teaser pitches I might cover today this one caught my eye. It’s for Sovereign Man’s 4th Pillar newsletter, helmed by Tim Staermose (it’s pricey at $1,995/year but does, at least, offer a 30-day money-back refund, something most of […]
Heydy ho, investing friends! I finally wrap up my Annual Review this week by covering the final three names… and I’ve also got a bunch of other updates to share with you, along with one add-on buy and one brand-new holding for the Real Money Portfolio… enjoy! We’ll start with the completion of the annual […]
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 fantastic market last week, a terrible market this week… it’s time, once again for another episode of “Turn Off CNBC and Have Some Perspective!” I won’t go into a long screed about long-term investing here, but I thought I’d just share one of my favorite charts — I see someone post something like this […]
There was an election on Tuesday, I hear. I voted. The counting is almost over now. Apparently the world did not end, and now we begin the campaign for the next election… everyone raise their hand who wants to vote for austerity and deficit reduction and lower spending and higher taxes and delayed Social Security […]
While we wait to see what Berkshire Hathaway’s quarter looked like, how’s the rest of the portfolio holding up? Holy Cow, Starbucks (SBUX)! Haven’t seen that stock take this big of a pop after earnings in a long time, and sentiment seems to have changed so quickly to a “this is a safe capital return […]
If you’re wondering whether it’s interest rates or just “worry about overvaluation or growth” that’s making the stock market go crazy this week, or whether it’s the trade war or political upheaval or something else, well, join the club. There’s some indication that traders are in fear of the “slowdown” that could be caused by […]
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 […]
Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]
Crazy earnings week, eh? That leads me to a few adjustments to the portfolio, as my opinions have changed about a few stocks at the top of the Real Money Portfolio. So this week your Friday File is another run through a hodgepodge of stocks, starting with the one that I think is looking most […]
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 […]
This counts as a “holy crap!” week when it comes to earnings, not because of any huge reporting that moved the market but because of the surge by just one stock, our fad retailer Five Below (FIVE) after earnings on Wednesday night. FIVE is generally lumped into the “dollar store” category, it’s the teen-focused retailer […]
So… what’s going in in the Real Money Portfolio this week, as we close up shop and get ready for a bit of time with family and friends? I do have one buy to share with you today, I decided to pick up some shares of the stock that I wrote to you about a […]
When looking into “buy the correction” ideas, a key problem is getting your head around when a stock has finally “blown off” any excess valuation — fundamentals aren’t falling for most stocks, at least not for the stronger, growth-oriented names in the market, but the stocks are falling anyway… why? Well, obviously we have the […]
This article was originally published in late January — Andy Obermueller is teasing Apple suppliers again, hinting that the Apple “Growth Window” will close up on September 30 (presumably when we start freaking out about their next wave of iPhones and iPads, usually introduced around then), and the descriptions of the teased stocks that he […]
The folks at Street Authority are big fans of the “list of great stocks” teasers — they pitch the idea of a list of blue chippers that are either the top ten picks for this year, or the top ten “forever” buy and hold stocks, give one or two of them away to whet your […]
That “top stock” headline is the promise of Ian Wyatt, not myself, just to be clear. Wyatt and Taylor Laundon put out a letter called Top Stock Insights, the text of the ad for that letter says it’s from Taylor and the letter is “signed” by Ian Wyatt, so I guess we’ll assume it’s a […]
Dozens of folks have been asking me about this latest teaser for “Motley Fool One”, which is yet another Motley Fool service that aims to upgrade folks’ relationship with the Fool — they’ve progressed to running “real money” portfolios in recent years, investing the Fool’s own corporate portfolio, and having more interactive stuff like the […]
Paul Tracy is out again with a similar ad to one he shared a year ago, teasing his top ten stocks for next year — and, like last year, there’s a lot of interest among the Gumshoe readership … so let’s see if we can name those hinted-at picks for you. The basic idea is […]
The folks at StreetAuthority delight in lists of “bests” — best stocks for 2011, best stocks for 2012, best stocks to hold forever, we’ve looked at several of them over the years. And now, what we’re being teased with by these folks are “WGB” investments … which, in case you don’t have the patience to […]
Whole Foods Market, which has been pushed by the Motley Fool Stock Advisor as their favorite pick, and as the “New American Super Brand” for as long as I can remember (when I wrote about this ad over a year ago the first instance of it I could find was from December 2006, when the […]
Hello out there, happy investors of Gumshoe Land! For your pleasure this weekend I thought I’d revisit a couple old teasers that have been making the rounds again, since the emails about them have been piling up and, in some cases, the companies may have gotten more or less interesting. The first one is the […]
This one was recently forwarded by a reader, with a tip as to the company he thought it was (he was right, too). And this is actually a company I owned a few years ago around their IPO, so this is also a nice bitter reminder that I shouldn’t have sold it. The ad is […]
Comments
Thanks Travis, very informative. I had shares of SBUX called away which made me sick. Now I will put in a put sell order...
As I dodged Chemistry classes in my schooldays, I had to do a quick Merriam Webster look-up of “fentanyl”. Sigh…ma...
Certainly a reasonable plan, particularly for optionable stocks that you want to buy in round lots. Requires discipline...
$SBUX Holiday Cup Offer today, however, was a major fail! They were offering a reusable Holiday Cup if you purchased a h...
What about the new coffee company based in China. I know Starbucks has a huge market share there but this company is abo...
When I worked in China, there was a Starbucks store on the ground floor of the building, opened before working hours and...
Thanks for the update on IIPR Travis. I bought a bit in early April, and am now up + 38.75%. Also thanks for Google c...
$6 isn't even enough for my Chinese buffet..$10.25 with drink & senior discount. Let's see my math? Invest $1000 $6...
What’s your take on Family Dollar or Dollar General? They seem to be opening stores faster than Starbucks!...
Long $CWBR, ajgormican, I'm no trading expert by any stretch of the imagination as my wife will testify. However, I can...
$SBUX: Is SBUX Good for Some Holiday Cheer? Starbucks SBUX NASDAQ http://www.bottarelliresearch.com/free/2017/12/07/sb...
$SBUX - Will SBUX Stumble 25%? Starbucks (SBUX – NASDAQ) http://www.bottarelliresearch.com/free/2017/08/17/sbux-stum...
We'll have to mutually admire each other then, because I admire any teacher that takes on a whole classroom. It doesn'...
Carpenter's picks still in my portfolio - Starbucks bought 12-1-08 up 1281%, Advanced Energy 10-10-11 up 771%, Gildan 1...
I jumped into $QSR as soon as I could for my own baseless assumption that Tim Hortons would immediately expand throughou...
$AUPH (long) I was thinking we might get another drop to 3.30s before data, but here it is March 1st, with 48-week due ...
Starbucks to hire refugees,,,after they have been thoroughly vetted; http://news.trust.org/item/20170130030228-3ty3l/...
This is the kind of maddening #fake news the media has been dishing out. http://finance.yahoo.com/news/president-obam...
Im not getting anymore involved in this or it will turn into a psych thread. There are soooo many angles. People get sui...
re: General musings on a Saturday morning. As I sit here at Starbucks updating my info on the background/progress of ...
No need for Kona pods. You can always use your own ground coffee in the Kuerig by using the reusable plastic pod that co...
First, I have to comment on traydon's reply. You obviously do not have a technical background. This is not garbage tech ...
$FARM - Farmer Brothers Q4 Earnings Report: Percolating? The Q4 2016 earnings report for small cap coffee manufacturer,...
Long $FLKS Their management team has a lot of experience (other than a Nobel Prize Winner of course) including Pepsi, S...
Good morning Ben--- As described earlier, I love dividend-paying stocks, esp. those that regularly increase payments....
You said government does not create wealth. Good jobs create wealth, allow for capital to invest. Infrastructure allows...
I hope you are right. It's just that you don't see $5 drinks in the soda machine. Perhaps they are never planning on s...
If $5 was to high for a drink then Starbuck's would be out of business. IMO Long FLKS...
Sitting outside Starbucks, leaching the free Wi-Fi and waiting for the Bernie Rally to start?...
I doubt it, haven't seen recent pitches for Supernova but that service looks for (usually expensive) strong growth stock...
I don't run with the herd. I buy a whole can of coffee at the dollar store @ 5-6$. What does that make, like 15- 20 pots...
A couple of decades or more ago Second Cup was big in large cities like Toronto, and unfortunately they just let Starbuc...
I'm in 3 different MJ stocks, all up nicely, CAFS, trying to be the Starbucks of pot, TWMJF, a Canadian medical MJ compa...
How funny! You picked Starbucks, where my daughter is now working, because she can't find a job suited to her college ...
benny is probably feeling pistol whipped,, lets switch to minimum wage, What is appropriate amount for starbucks employe...
If it wasnt for that, Starbucks would have gone bust trying to sell that other horrid little beverage :) BTW: KSS too...
Glenn, there is quite an anomaly re. THRX per Yahoo Finance. The good news is there is very good ownership of insiders,...
For those who don't understand the references to 22nm or 14nm, Jonathan is basically saying that Intel has/is developing...
IDTI does have the upperhand with the onset of commericialization dead ahead. Starbucks spent 2014 installing new tables...
I like Dunkin donuts coffee the best just saying.. Light on the wallet and does the trick.. Starbucks makes my stomach a...
Ha! People have no idea what a Wrong-Way Feldman enterprise ABBV has been with HCV. Who wants a second-best anemia-induc...
Re: $MCD Not sure it belongs here other than the fact that we've recently had a discussion on MCD. Wanted to make those...
I do not know why StarBucks coffee tastes so awfully bitter....
Fabulous discussion....so grateful to read something new! Travis, thanks for picking this! Questions: Why does the or...
As regards Catalyst Pharma that Glenn brought, its agent is to treat so-called Lambert-Eaton syndrome, which twenty year...
Hi Class action suits exist solely to enrich trial lawyers & punish or destroy corporations IMO. What you might get fro...
OK, got you both beat, boys. I bough Apple at around $20 back then and sold it AT A LOSS during a small pullback. Same f...
Bradley: I think it would be awesome if you linked up with the Sanuwave investigator. As I recall, you are in Michigan, ...
This just in: Travis Johnson picked up at Starbucks by a black helicopter, being interrogated in an abandoned cigar fac...
s s - I have been involved with about 6 or 7 Class action lawsuits. I would say I had invested an average of $15k in ea...
If anyone is missing us, pay your $49pa (cummon 5 cups of coffee at starbucks costs that and only lasts a lunchtime) and...
I live in CT, and have experienced all of the above mentioned coffee-houses locally and on the road leading to the mid-w...
I live in Chicago and there are LOTS of Dunkin Donuts in the city. I absolutely LOVE their coffee over Starbucks any da...
Dunkin leaned the 20 min trick (throw out coffee heating more than 20 minutes rule) from Tim Horton's, saw that signed i...
Can't imagine that the concept will gain much traction on the left coast where people seem to be more aware of what they...
I hate Starbucks coffee and love Dunkin Donuts coffee! Translation to investment: probably none, but I will take a close...
comming from a family with a history of diabetes I will now drink more coffee. I plan on drinking more of the flavored c...
Watched someone scan their phone at Starbucks recently and thought "that's a great way to handle debit." On the other ha...
Don't pay any attention Dave. Do not surround yourself with negative thinking from cynical individuals that have no cl...
I have not looked at that one in a long time, but it was a legitimately spectacular pick from Tom Gardner many years ago...
Sharebuilder.com is great! up to 12 purchases a month (once or twice per) on the auto plan and $1 for each additional......
You could have done worse, not too long ago some were still shorting Starbucks at $11, that would have been bad....
I was a subscriber to Hsu's China Strategy newsletter for the last number of years. At first when all markets were doin...
I have subscribed to Hsu's China Strategy, for a couple of years now thinking he would give me good exposure to China's ...
Just when I have become almost jaded from the celebrity newsletter pundits and the high price tags that accompany their ...
I make no apology for venturing into this forum for a second time in the last year or so. By now nobody should even cons...
indeed. After all apple, wal-mart, starbucks, etc... were once "not real companies" ... yes they're risky...
True enough, I suppose -- and that's part of the image that Whole Foods is fighting pretty aggressively right now. ...
Emotions, you've got t/b kidding young lady. How old are you? I spent the last 8yrs of my 19yr Wall St. career in co...
And is being a health nut skewing your investing dollars? The fact is people are looking for value not chic at the prese...
Just because I'm old enough to remember the Santa Fe Super Chief trains, my emotional preference is for BNSF (even if th...
Hi SageNot -- yep, GWDC is indeed the China coffeehouse I wrote about last year, the link is in the article above. I'd ...
If Visa is as i believe a good inventment then why is this ad necessary ? I was just in New York City to hunt dow...
Does anyone know what the name of the stores is/will be? I live in Beijing, and as a coffee fan (some would say addic...
Gumshoe,,,,I was worried about you when you began to "pore" over the Motley Fools writing, (as you said, they can make y...
After 16 trips to China in 3 years I'm convinced that the Chinese love Starbucks. But they love it for the ambience, not...
How a tiny, $0.40 Coffee Roaster Outsmarted Starbucks They've gained exclusive access to the largest market on the p...
Hi Peter -- that "next Starbucks" in China company is written up here ... http://www.stockgumshoe.com/2007/11/next-starb...
Actually,I would like this one if JS didn't have his fingers in the pie, Being an out and out pumper and dumpe...
Glad to have found you. Thought I'd throw in my 2 cents on a different subject that will likely soon find it's way here....
I've known (BW3) for years - in Ohio their flagship stores were rock solid hot prospects. IMHO however, they need to pay...