Is Lightspeed a buy?I bought Lspd at $30 usd & then at $15 usd. I sold out at $90 usd. I believe it can be the next Shopify, but also think it could slide further due to the short report scare, supply chain issues ruining their earnings & overall down market. Should I wait for my predicted slide […]
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This is the meat of earnings season for my holdings, so I’ve got a lot of fairly minor updates for you today in this one-day-early Friday File (OK, call it a Thursday File… sorry for the schedule change, but I’m traveling to Las Vegas, the Land of Good Choices, for a wedding this weekend, and […]
I’ve had several readers ask me about the Trump Media deal, which is an announced plan to take a new company, Trump Media & Technology, public through a merger with a SPAC called Digital World Acquisition Corp (DWAC). It has generated a lot of attention for sure, and the stock price has soared, but so […]
Your Friday File is in two parts today, this piece includes updates on half a dozen or so of the companies in the Real Money Portfolio, including a few add-on buys and some other little tidbits of note… and part two is a teaser solution, which also happened to lead in to a new purchase […]
Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]
The Motley Fool’s growth strategy in recent years has been to launch lots of higher-end “portfolio” services in the $1,000-2,000/yr range, usually with some kind of thematic focus… and the menu of offerings is getting a little insane now. When I launched Stock Gumshoe in 2007, the Fool had five or six different paid newsletters… […]
What is going on with SHOP? Will it come back- so BUY now? Or sell before it is too late? Your thoughts, please.
So what’s up this week in the Real Money Portfolio? Quite a bit of news for our companies this week, so I’ll spare you any ranting about politics or current events for the moment (you’re welcome!) First, the ugly news. GAN (GAN) reported pretty much what they said they would report, strong growth fueled by […]
I’m celebrating my birthday tomorrow, so this Friday File comes to you a bit early — call it a Thursday File, I guess. That means I won’t be catching any interesting news that might come out of this evening’s conference calls, as earnings season continues to progress, but I’ll catch up with those next week… […]
Is the world going to hell in a handbasket? I get essentially that question all the time, particularly as the newsletters who are more prone to fearmongering ads begin to pepper our inboxes with panic about debt and social collapse and government overreach and, well, whatever things happen to be scaring the people who are […]
It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]
There are two conflicting drivers of my thinking right now: The notion that I should be conservative in cutting my losses on stocks that are losing money; and the fact that all of my largest mistakes have been made in selling stocks far too early. Yes, I’ve lost plenty of money in speculations or […]
Time again for a quick look at another Motley Fool teaser pitch… this one comes from their Investor Digest email newsletter, and is a pitch for one of their upgrade “portfolio” services, Extreme Opportunities: Trend Spotter ($1,999, no refunds) This portfolio is helmed by Seth Jayson and Emily Flippen, and we’ve looked at some of […]
This is one of the biggest weeks for earnings in the Real Money Portfolio, so I’ll mostly be checking up on the quarterly updates from some of my larger holdings for you today… but in analyzing quarterly updates and other news, I did find myself drawn to make a few purchases (and one sale). If […]
Today we cast our gaze to the Great White North — a pitch about a small-cap Canadian cybersecurity stock has sent a few questions my way, so it’s time for the Thinkolator to convert to metric and get us some answers for this Motley Fool teaser. The pitch is from Motley Fool Stock Advisor Canada, […]
Blather alert… skip down a ways to the ***** if you want to get right to the specific investments I’m talking about today… The market feels very uncertain, despite the massive stimulus and reopening boost that we all expect to see in the real economy this year, and the doomsayers are clearly out in strength […]
The folks at Cabot are so often enthusiastic about great growth companies, often picking them and re-picking them as they soar higher, that they sometimes remind me of David Gardner and his Motley Fool Rule Breakers… and given their yen for growth, I imagine both probably are coming off of exceptional years with the explosion […]
None of us who speculate or invest in individual stocks in a volatile market are really managing money with the dispassionate application of numbers and analysis, a computer could do most of that better than humans can… no, what we’re mostly managing is our emotions. It’s been a wild week, and it’s often hard to […]
Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]
I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
This email hit the inbox and caught my eye today, from publisher Roger Michalski for one of the Eagle Financial publications: “Seeing that consumers — the driving force behind our economy — are consuming in record numbers online… “e-Commerce certainly is the place to be. “The profit numbers shown here prove it. “But where is […]
Yesterday it was someone pitching the “No. 1 Income Play of 2021,” today it’s the “No. 1 Tech Stock for 2021” — that’s the nature of January, it’s prediction time and everyone wants to stake their claim on prescience. This one’s from Ian King, who’s pitching his Automatic Fortunes newsletter ($97/yr) and talking up the […]
Happy New Year! The fact that this week’s portfolio moves included a little stop loss selling and some nibbles in asset management, insurance and music royalties probably tells you all you need to know about how cautious I feel to start this year… though, as always, I try not to have my personal sentiment drive […]
First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
We won’t be posting a Friday File next week due to the Thanksgiving holiday, and publishing will be light in general for the next few days for the same reason (though we will, of course, feature our annual Turkey of the Year) … so perhaps you can take some solace in the fact that this […]
This article was originally published on June 16, 2020. The ad is circulating again now, and seems unchanged from when we first covered it, so we’re re-posting it here to help answer reader questions. What follows has not been updated or revised since June, as of today the stock has risen in value by about […]
Kind of seems like everyone wants to run away and hide until after the election, no? I can’t emphasize enough just how happy I am that this will all be over a week from now… or, at least, that the voting and the initial results will be over, I hope the polls are correct and […]
So what’s happening this week? We inch closer to the election, and to what I continue to expect will be a relief rally no matter how the results come out — the last time I was this eager for something to just be over was probably when I made the mistake of watching The English […]
Bryan Tycango has been covered in these pages before, but last year he moved over to Stansberry… and that presumably means we’ll be hearing a lot more from him, thanks to Stansberry’s dramatically larger marketing budget. I covered teaser pitches for his Asian Growth Stocks newsletter, which was pretty heavily promoted during the “China miracle” […]
My spirits have been lifted a bit in the last week… not so much by the general state of the world (unemployment is horrifying, the pandemic remains scary, politics has sunk even further into the gutter, a big chunk of the world is literally on fire, again), but by the return of some seasonal patterns […]
Yesterday it was a long-running but newly urgent (or so they said) pitch from Tom Gardner at the Motley Fool that got my attention… today it’s a piece from their Canadian offspring, as Iain Butler from Motley Fool Canada teases a “next Shopify” company. Here’s how the ad launches: “Not to alarm you, but you’re […]
This would have been a good week to take a vacation. Market soaring on Tuesday, market crashing on Thursday, but when we look back on the whole thing it almost evened out — any ebullience we might have felt in the up days was matched by the panic as the market crashed back down on […]
Every once in a while I cite the DALBAR studies, or other indicators and reports that can serve as reminders that each of us is his own worst enemy in the market — and there was another such release of data this week. Vanguard looked at the small subset of its investors who were active […]
This spiel from Christian DeHaemer touches on many of the “trend” stories that investment pundits have been talking about in recent years, with a pitch about the “new normal” and the five big trends that will make you rich. It’s an ad for his Bull and Bust Report newsletter ($99 for the first year, renews […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
Stock Gumshoe is closed today for the Independence Day holiday, but I did put together a few thoughts last night, and have a couple updates for you on the Real Money Portfolio, so we at least have an abbreviated Friday File for you… Hipgnosis Songs Fund (SONG in London, HPGSF OTC in the US) has […]
I saved this teaser pitch to cover for you, dear Irregulars… and I confess that it’s mostly because covering a company this tiny and illiquid for our larger group of free readers feels a little bit irresponsible. Even if I say cynical or skeptical things about a stock, talking to thousands of my closest friends […]
If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
We saw a big recovery over the past week or so from those cyclical stocks that were hurt by coronavirus, as the excitement about reopening and vaccine development sends people out of direct beneficiaries of the outbreak like Teladoc (TDOC) and the stuck-at-home names and into the stocks that were most hurt by the shutdown. […]
Sea Ltd (SE) is the stock I spent most of my time writing to you about last week, and they reported strong first quarter earnings on Monday. As expected, they saw some acceleration in users and revenue as the coronavirus began to impact Southeast Asia in March… and some indications that April represented even stronger […]
Have you ever heard the quote, “nothing tastes as good as thin feels?” Such sayings have been attributed to waif model Kate Moss, plenty of her anorexic fans, and dozens of others in the perfection industry (including Stephen Covey), and I’ll confess that the sentiment has never resonated with me even a little bit (as […]
I’m still able to generate some enthusiasm about specific stocks that I think are appealing enough to buy at these prices… but I find it very hard to be optimistic in a macro sense right now, it really feels to me as though the market is whistling past the graveyard and being far too sanguine […]
We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
The Motley Fool loves to use terms like “double down” and “triple down” in its ads for some reason, and this latest one basically extends a previous Motley Fool US pitch to Motley Fool Canada… but I’ll cover it quickly for you because the questions do pile up about these ideas. The pitch is in […]
We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
What will probably serve investors best right now is patience. Don’t sell all at once, don’t buy all at once, and don’t feel like you have to do something every day. If you’re someone whose heartrate climbs as you open your brokerage account website and feel the urge to buy or sell every few minutes, […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
I’ve gotten a bunch of questions about the latest teasers for Stansberry Venture Value (“on sale” for $1,897/yr, no refunds), so I thought I’d dig into that a little bit today — they’re hinting at a couple cloud SaaS stocks to pique your interest… and, well, consider me piqued. The ad is not brand new, […]
OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]
Here’s the scenario of a week ago: China is in the midst of an epidemic of possibly explosive proportions, with fear gripping much of the country (and the world) as a coronavirus spreads and seems to have a pretty high mortality rate, with conspiracy theories abounding and the fear of social unrest as whole cities […]
Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re otherwise closed for the holiday, seems a good time to spread some cheer and […]
It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
Earnings season is clobbering me with news once again this week, so there’s a lot to share… I’ll start with the actual transactions I made today, and move on to look at a dozen other stocks I own or am watching… buckle up! We’ll start with the one that probably most of you can’t easily […]
Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]
Let’s start with some selling this week, a mix of profit taking and stop-lossing for you… I sold a bit more of my Apple (AAPL) position today, as it tickles the $1 trillion level of market capitalization (and the only company as large is now Microsoft… who would have thought, decades after the rivalry began […]
Here’s what I’m trying to avoid: Predicting the direction of the markets because of my deep understanding of US-China trade dynamics. Every time I read an article that asserts “China trade deal more likely because of Bolton firing” or something like that, I throw up in my mouth a little bit. The market is way […]
A version of this article was originally published on November 8, 2018, but we have gotten a huge number of questions and the Motley Fool is again aggressively promoting this same basic pitch, so we’re re-posting and updating this solution for you (along with a bonus at the end). The latest variation of the ad […]
Today I’ve got a few portfolio moves to share with you that go against the Wall Street mantra (“sell your losers, let your winners run”)… last night I sold my position in Kweichow Moutai in China — this is a fantastic company, mostly because they have insanely high profit margins on their signature Moutai liquor… […]
Time for another trip up north, to view the latest teaser pitch from the Motley Fool Canada for a recent IPO that they think might be the next opportunity to get Shopify-like returns. And they at least come by the Shopify (SHOP) reference honestly — Iain Butler and the folks at Motley Fool Stock Advisor […]
Another week of fussing about macro issues that we can neither control nor predict, what fun! The Federal Reserve did exactly what the market demanded in cutting rates, but the market was still mad because they failed to promise that they would give us each a pony. President Trump seemed angered by the lack of […]
This ad, yet another one that focuses on the potential for 5G cellular data networks to rewrite the investing world, comes in from the growth-happy folks at Motley Fool Rule Breakers… the ad letter that I saw was from Rex Moore, one of their analysts, and this is the section that caught my attention: “One […]
I did miss a few things while I was on vacation, and one of them was the briefly-teased “First official marijuana recommendation” from Motley Fool co-founder Tom Gardner… and that intrigued me enough to go back and dig into the ad from early July, even though the ad is no longer active and the service […]
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 […]
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
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 […]
Happy Friday! Let’s start you out with my favorite article that I read this past week: Michael Batnick’s Twenty Craziest Investing Facts Ever. Go read it whenever you’re convinced that you know what is going to happen over the next few weeks… or even the next few years. So… what’s going on in the portfolio […]
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 […]
The “Trade War” is getting real, and the higher prices imposed by governments in China and the US. Tariffs are just import taxes, paid eventually by the customer, so they raise prices… which, our economist friends will tell us, suppresses demand… and since the higher price is going to a tax, not to a company, […]
Thanks so much to the new folks who’ve joined us as Irregulars this week — we’re midway through our annual charitable membership drive, and it’s looking pretty good… I’m hoping we can get our totals up to last year’s numbers, and we’re almost halfway there with a donation pile of close to $6,000 now. That’s […]
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 […]
This past week or so has been a “holy crap” one for those who are overexposed to momentum stocks — you know the ones, they’re the stocks I keep buying in small chunks but that are very expensive and a little frightening, the ones in my portfolio that I put in that category would be […]
Welcome to another Friday of earthly delights! We’ve had some new folks join our numbers in the past few months, so I thought I’d catch you up on the Real Money Portfolio and what it represents… and why I write about it for you. After that, I’ll catch you up on my thinking on a […]
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 […]
Here’s the teaser pitch from Lombardi’s Moe Zulfiqar that caught my eye as he shouts out the headline, “A 1,000% Windfall from the New King of Online Retail“… Here’s some more from the first part of the ad, which is sniffing around in an attempt to dig up new subscribers to Lombardi’s Micro-Cap Tech Reporter […]
CoreSite (COR) announced their latest dividend increase this week, which I’ve been anticipating — would they continue to be a rapid dividend growth REIT and keep investors excited, or will the slowing of the dividend growth continue to make me more cautious about the valuation of this highflier? Well, it turns out that the dividend […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]
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 […]
And our Annual Review proceeds apace… on a day when the market is showing signs of actually having a meaningful correction, thanks to Friday jitters and inflation worries and rising interest rates… so cross your fingers for better prices in the week to come (I did buy a couple positions this week, but as I […]
Happy New Year, Gumshoe friends! We’re back after a lovely break of sub-zero wintry activities, and it’s time to dust off the Thinkolator, fill up that gas tank (saving a wee bit for the snowblower on this fine and blizzard-y Massachusetts day), and see what “secret” stocks we can ID for you. The one that […]
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 […]
So… what’s going on this week? The world watched Congress actually pass something last night, on the 30th anniversary of the 1987 stock market crash (they passed their spending framework bill for 2018, which is importantly mostly because it sets the stage for tax reform legislation to proceed in the coming months), so that made […]
When the market is doing well, holding hedges like cash and gold is going to hurt your portfolio performance when you measure against the S&P 500 or other common benchmarks. That’s the case for me right now, and has been for the recent past — though it hasn’t been enough to bring me below the […]
The latest ad for The Casey Report caught my eye this week, partly because I thought they might be following in teasing eCobalt (ECSI)… but it turns out that’s not the case, this pitch from E.B. Tucker about the next cobalt bull market being driven by lithium-ion battery demand is all about two other cobalt […]
This article was originally published on January 12, 2017. I have updated my disclosures and the Irregulars Quick Take, and added some comments and number updates to update my thoughts on the stock, but many of the quotes are from the earlier version of the ad and not everything has been updated. The company being […]
Things will be a little quiet here at Stock Gumshoe for the next week or so — I’m off to do my big fundraising ride for Dana-Farber tomorrow, and will then be taking several days off to recuperate next week and spend time with family… I’ll be back with the Friday File next week, but […]
First, let’s get the week’s changes to my Real Money Portfolio out of the way… and after that, I’ve got a few other updates on stocks that I follow for you, dear Irregulars. We’ve got a new stock in the portfolio…. As of tomorrow, I will have a position in NVIDIA (NVDA). This is a […]
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’ve seen some real shift in the dollar, interest rates, and gold over the past week or so, driven, it seems, mostly by the geopolitical risk that is headlined by Syria — I don’t have any idea how that will resolve itself, but under President Trump and his ability (and seeming inclination) to create “black […]
Today I thought I’d first share a few notes I made from the presentation that Pat Dorsey made made at the MIT Sloan Investment Conference I attended a couple weeks ago, since that’s the presentation that really had the most resonance for individual investors (and led to a few ideas that might be worth considering), […]
have an example of a crazy return in my portfolio this week, and it’s getting close to the time that I have to make a decision about it. My remaining position in Shopify (SHOP) April Call Options, on which I’ve already taken a profit in excess of my initial investment, was glowing on my spreadsheet […]
Today I’ve gotten bogged down in a couple articles that haven’t yet reached fruition, but I also have some good news — the redoubtable Lynn, who keeps so many things running smoothly here at Stock Gumshoe despite my best efforts to gum up the works, has gotten our initial 2017 Spreadsheet up for your consideration. […]
I’ve got a hodgepodge of ideas and small news items for you this week, plus a few transactions in my Real Money Portfolio that I’ve mostly noted for the Irregulars in quick notes earlier in the week. The market is expensive, but there’s no reason for a long-term investor to sell just because it’s expensive […]
Just a brief note here to let you know that I’ve sold a little over half of my Shopify (SHOP) options position. I was pondering whether to hold on to this speculative position in the April $60 SHOP calls last month, since the one clear remaining catalyst before option expiration would be their quarterly report […]
Today I continue my annual navel-gazing for you, as I look at each position in my portfolio — though this year, as I mentioned in our kickoff last week, I’m changing the way I describe, report and follow these stocks for you, largely so that I can be clearer about my preferences and opinions and […]
I may have to add a little dose of guessing to the Thinkolator results on this one, but we’ve had a few folks asking “who beat Amazon?” of late, thanks to this latest Motley Fool ad, so I’m going to give it a try. The ad is for the Motley Fool’s flagship Stock Advisor service, […]
Today we point the compass toward Santa Claus and head up a few miles to cross the border into Canada, where we find the latest teaser pitch coming in from Motley Fool Canada for their Stock Advisor Canada newsletter… the ad comes from Iain Butler, the Chief Investment Adviser for the Canadian version of the […]
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Given that "The Motley Fool owns shares of and recommends Lightspeed POS Inc. and Shopify", and it is down to its price...
Hi Travis I own lightspeed and have owned it since it went public at around $20 CDN , i recently added a few shares af...
I feel the same way about TMF. I started with Stock Advisor this year but prefer RuleBreakers mostly because of David. ...
Well I know they love Shopify....
I am a fool, and the SA and RB are great and not expensive. The Everlasting portfolio gives you all (most?) of the Everl...
I wish I could share the report with you. Number of patents, recent acquisition of netmotion, majority of laptops alread...
I have 8 of 16 and I should say I am not convinced to buy more than. 2 out of 8. Reports are not that convincing and the...
Motley Fool has been teasing Shopify for a few years and they were right. It's gone sky high....
I'm not as disciplined as a lot of people are about stop losses, partly because I have a lot more conviction in some sto...
I agree about Stock Gumshoe being the best. I did miss out on a recommendation from Motley Fool for Shopify, but most of...
anything else they might be referring to? im only asking because if their so enthusiastic about it its interesting there...
As I write this, the NASDAQ is up 158 points but the high multiple stocks in Travis ‘s portfolio (and mine) like SHOP,...
This is very helpful Travis. Excellent Work! Learned so much over the last few years from your way of looking at the ma...
I think I answered that as best I can above -- the market has almost never seen these kinds of valuations before, so the...
Interesting, a buyout shop for the Shopify universe, sounds like they buy mostly app-makers in the Shopify system. H...
Yeah, somebody recommends Shopify to me, I'm thinking that goes in the category of "Stuff it would have been great to bu...
Thanks. Phenomenal company taking advantage of its moment this year, I'm really curious to see how the launch of Shopee...
My basic impression is that the focus is very similar, the user base is different. I’ve looked into the details more ...
I suspect I’ll regret asking, but how on earth does a Canadian shopping software provider undermine America? If ...
Sort of a Shopify, Jr. (SHOP stores can sell through Facebook, Instagram, Amazon et al just fine, too). Haven’t looked...
I think Amazon may face some regulatory scrutiny while the same is unlikely for Shopify. So, on that ground only, I wo...
YYYUUUPPP!!! on buying Walmart instead of those 2! My entire portfolio is only worth about $35,000 so where do I find en...
My biggest concern with etsy is that they will relax what is consisted artisinal in the name of profit. Either that, or ...
I bought SHOP at $90/share on 10/10/17 when it was just a relative ecommerce "minnow" because Motley Fool was giving it...
I wouldn’t say either is particularly political, but Shopify certainly doesn’t get as much attention from politician...
Is shopify political like Amazon?...
2 of the best stock i got on Rule Breakers was Redfin and Roku. I also found Shopify from them a few years ago but can'...
I've subscribed to about eight different stock newsletters over the years, and MF Stock Advisor is the best, provided yo...
No, I didn't say 100% annually I said better than 100%. Most of the stocks in my portfolio I invest a months worth of pa...
Yes, Rule Breakers and Stock Advisor. I put the most money in stocks recommended by both brothers and subscribing to bot...
Selling is certainly harder than buying, at least for most people. There's no shame in doing both of them slowly -- whe...
Haven’t seen it yet, but the relevant stocks they’ve teased in the past year would be Shopify, Cargojet and Lightspe...
My sentiments as well and after doing so well in Shopify and getting great intelligent info from Travis and Doc and very...
Travis, I just wanted to thank you for all the teasers you’ve given away for free. I once thought if I spent a lot of ...
It's smaller, sure, but I don't see how it's more affordable. The only reason to bet on BIGC over SHOP is that they're ...
We won't really know until (if) valuations normalize. It's also entirely possible that their rapid growth could continu...
As someone that has used both Shopify is easier for users to get started but it's a lot harder to make money (especially...
It's nice to hear a positive comment about Motley Fool. I joined MF in 2016, and all the stocks which I've bought as a r...
My thoughts on Unity (from the perspective of a somewhat obsessive gamer most of my life): I think its ease of use and ...
I wonder how long MF will milk SHOP to get new people on board. Your analysis is much more valuable than any other newsl...
SHOP...
Just to update he came out with this pitch again Sept 12, 2020 - just after last weeks sell off. It caught my eye becau...
Hi Travis. I stumbled onto your website a little over a year ago and read your article on Shopify. I saw it going up and...
Shopify is like Amazon but growing faster. I bought Amazon at 1800+ and plan on keeping it--it is not going away. Same...
FYI, a comment from a reader: I’m a little confused. I’m a member of MF Canadian Stock Advisor and t...
Shopify was the first trade I made on your reviews, not 4 years ago unfortunately, but still early in the game and sitti...
My membership has recently ended. I'm based in the UK. I've been a member on and off since 2012. They are a very good...
I joined MF SA as my only paid stock subscription. I hate it. The GUI is horrible. I'll type in a stock symbol, and it ...
Maybe so, but be careful — Shopify has looked like a reasonable short on valuation since it was just cracking $200 for...
When it comes to electric vehicles, there are really no investments to be made unless you want to invest in a materials ...
I have done very well following Stock Advisor and Motley Fool with very modest funds and beginner knowledge. In late 201...
I haven't looked at the financials from the S-1 for Big Commerce yet, but it's certainly a popular sector. Competin...
I am not interested in Cargojet, but have been looking into competitors of Amazon and Shopify. One I came across is Big...
That's a question that is pretty personal, mostly as it related to risk tolerance. I tend to shave off a little bit of ...
That's been a pitch they use to tease Shopify for almost two years now, I last covered a similar ad here: https://www.st...
Trish, I know you're far from an expert as you've said but when you said even you could recommend Shopify would you have...
How can it be Shopify at $800+ a share? Also they pitched Shopify in the past in their less expensive services....
i just bet on aapl shopify and amazon nuf said. no lightning trader needed...
I posted earlier and made a typo with SPOT vs. SHOP. Sorry. I stated that I refuse to buy SHOP (Shopify) because I do...
I don't agree at all. I'm 63 and not extremely rich, but I've benefited from MF a lot. I bought Shopify in 2016 (when I ...
The Fool has teased several stocks as "double down" opportunities in the past few years, as I recall, including Markel (...
Shopify. No question....
It is SHOP Shopify. Join Stock Gumshoe Irregular for ?59 annual, and Mr.Gumshoe gives a brief Irregulars Quick Take at b...
I expect it’s just the fallback because most of those stocks don’t have positive cash flow or profits, so comparing ...
I agree with you both. Since I've joined SA all I've really gained is a great deal of advertising for their other subscr...
I think they are talking about shopify SHOP...
They didn't hint at any of the picks in the portfolio at this starting point, but I'd be shocked if the portfolio does n...
I have been a subscriber to the basic Advisor and the Rule Breakers for at least 5 years. Rule Breakers has done real...
It's either Lightspeed or Shopify. More likely Lightspeed due to market cap reference....
BZUN the china shopify...
Nice gain SHOP Shopify....
On a very first glance BCOV does something similar to what Shopify is trying to do with shops - helping them to compete ...
He's been awfully consistent in his wrongness on this one so far -- I like Andrew Left, but he really pushed the "Shopif...
Trade Note: Some stop loss news today… I stopped out of my small position in Lightspeed POS (LSPD.TO, LGHEF), which...
Yes I am waiting for a pullback in Shopify. However, I did hear Joe Terranova, one of the regular debaters on Fast Money...
So shopify is a "little known canadian company"?? Thought everyone knew of Shopify...
LoL! Shopify is at $ 356 more than doubled your $159...
Hola Gum Sher's "Shopify"? " Shopify"? What is Shopify now $159 a share? Let it be than, but not me. I will not be buy...
Travis, What are you thinking about Shopify? With their announcement of building delivery centers they are entering ...
Good read as always. I've always thought it was a waste of time doing my own research, unless I thought I could put in m...
Does indeed sound like Shopify (SHOP)....
As author Mr. Gumshoe himself says, in his last paragraph of the Article, and in his February 7, 2019 1:15 pm post comme...
I applaud Citron for coming out with their promise to donate $200k to charity if $SHOP trades for more than $200/per sha...
No, that's usually been Shopify -- ...
Still Shopify (SHOP), which they've been similarly touting for quite a while. I covered that pitch most recently here:...
The stock being 'pushed' is Shopify (NYSE:SHOP)....
It is still Shopify (SHOP), and the ads continue....
Shopify?...
The Fool's Billion $ stock is definitely Shopify (SHOP)....
Late to this one, behind in my email. Thought I would add in four other stocks that are supposedly Tom Gardner's top ho...
That's almost certainly the Fool's pitch for Shopify that we've seen a few times -- I ...
Hi Jeff... they've touted two, their ...
That’s probably Shopify, they’ve teased it similarly several times — covered SHOP most recently here: https://www....
But most anyone who pays some attention to the market would have noticed the rise of Shopify, NVDA, etc independently o...
I don't like Motley Fool's hype, but I've found that all of its "Best Buys Now" which I've bought and held for a long ti...
They're pushing their Partnership Portfolio again today, giving folks another chance to get in for $1999. The first tim...
So witch is it organigram which is $4.39 or Shopify AT $150.09 ???...
What do folks think about the Shopify MJ play? There was a reference to it in the Boehner promo video, but haven't seen...
The Fool is pitching this stock for a long time. Tom Gardner even called it his No one suggestion period! They are up qu...