Lots to discuss this week, mostly because several Real Money Portfolio companies reported earnings… and because I added money to two positions this week, and brought a new company into the portfolio. Enjoy! Shopify (SHOP) had reasonable earnings when they came out, but “reasonable” isn’t enough for a high-growth momentum stock that’s trading at almost […]
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Note: the first version of this article contained some errors in price and calculation in the examples given, now corrected. I wrote some about Michael Lewitt’s Zenith Trading Circle when it was launched last September, and there have been several discussion threads about it over the past six months as well. From what I hear, […]
We originally covered a teaser ad very similar to this on October 30, 2013. The ad promising a “Next Berkshire Hathaway” is circulating again and generating more questions from our readers, so I’m re-analyzing it here for your information. The ad has been slightly updated with new numbers over the years, and this article has […]
Eddie Lampert has to come up with new apologies every quarter, it seems. Sears Holdings, which I wrote extensively about when the Motley Fool was teasing it as their best value investment, continues to fall. Disappointing earnings have brought the shares down to $85, after the Fool touted them as hugely undervalued and Lampert as […]
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Just as a way to illustrate the risk of betting on the downside in very crowded trades, check out the shares of Sears Ho...
Several of the stocks Lewitt has identified recently as tankers are in fact tankers. This video is somewhat dated in te...
I was all set to write about Input Capital, but I have such a long list Travis beat me to it. I appreciate them for pi...
Cramer was also a big fan of Sears Holdings (SHLD) and was always touting it even when it was at $170. I take Cramer w...