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 […]
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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 […]
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
As I noted yesterday, I added to my Teladoc (TDOC) position because of the Livongo Health (LVGO) acquisition. That acquisition doesn’t make this less of a risk, Livongo was one of the few companies trading at an even more lofty valuation than Teladoc during this COVID-19 crisis (on a price/sales metric, at least — though […]
The Motley Fool in recent years has done just fine with its Stock Advisor and Rule Breakers picks many of which have been in that sweet spot of technology growth stocks, but much of the marketing has shifted to their newer, higher-end services. Like most publishers, the Motley Fool seems to be focused on that […]
It’s been almost three weeks since I last dug into the Real Money Portfolio and shared my updated thoughts… and a lot has been happening, with earnings reports and other big news from a lot of Real Money Portfolio stocks, so buckle in and I’ll try to at least hit the high and low points […]
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 […]
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 […]
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 […]
The Motley Fool put together a new push for Tom Gardner’s “no. 1 technology investment” late last week, including yet another “presentation” with Tom Gardner, Eric Bleeker and Tim Beyers, so we’ve gotten quite a few questions… and I also got a few other questions this week about a David Gardner teaser pitch, so we’re […]
It’s been an unusually active month in the Real Money Portfolio — a couple big sells, several brand new positions, and quite a bit more churn than I usually have. Those transactions have mostly been fairly small, the largest position that I opened or closed was the sale of my sub-2% Facebook position, but that’s […]
This is an update of a teaser solution from an older Friday File for everyone to read… I figure the Irregulars won’t be too upset, since the stock in question is up dramatically since this piece was published, but it’s still an interesting story — and a stock I own and would like to buy […]
It’s been a wild ride for the past couple weeks of coronavirus panic, and this week has been especially crazy (and still isn’t quite over)… though it’s encouraging that my Real Money Portfolio has been a little bit stronger than the market so far this year — partly because of brilliant stock selection, I’d like […]
Happy New Year! Today I’ve got a teaser solution for you from one of the Cabot newsletters, and you’ll see in a minute why I chose to cover this one in the Friday File… and I’ve also got a few portfolio updates to share as the year gets underway and I finish up this first […]
Eric Bleeker at the Motley Fool came out with a big “presentation” recently where he walked around the stage pitching a new high-end project that they’re calling Extreme Opportunities: AR — a $999 no refunds one-year subscription to their thinking about augmented reality, starting with a 15-stock model portfolio and including whatever changes or updates […]
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 […]
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 […]
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, […]
The response was pretty overwhelmingly positive when I started sending out those “Trade Note” emails this week… so I’ll stick with it for a while, at least, and see how this goes. What does that mean? Same day buy/sell notes about my Real Money Portfolio will be sent to the Irregulars going forward, in hopes […]
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 […]
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 […]
I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]
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 […]
Since the other part of today’s Friday File is all about a biotech stock tease, I thought I’d start out this week’s look at my Real Money Portfolio stocks in that sector. I avoid the drug developers, for the most part, but health care should be a huge sector and a growing one, in general, […]
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 […]
We’ll start the week out with a teaser pitch I’ve been seeing from Jason Stutman for his Technology & Opportunity newsletter. As with so many stocks that are hinted at, this one plucks at our greed-strings via comparison with a massive success story — this time it’s Netflix, as Stutman refers to his “secret” pick […]
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Hi Travis, I'm a new member and I would like to ask you about teladoc(I hold 25 shares at the moment bought at 217$) si...
Haven’t looked at the details yet, it’s a cash and stock deal, but conceptually I like the idea of these two merging...
Big news with Teladoc today announcing that they have agreed to acquire Livongo, in an almost marriage of equals that co...
I bought TDOC thanks to your analysis (thanks) and my assumption that it will be a "technology play" (with technology a...
Off topic, but... Can you see yourself ever revisiting $TDOC, maybe with their after-hours drop today? I’ve only been...
EDIT: Meant to post my question about $TDOC on the most recent article, moved it over to there just now....
My 2 cents about trade updates... I surely wanted to hear about TDOC. The nibbles could have waited until Friday. I have...
Good points. For a network effect company like this, it also depends on who gets the best scale first -- the sticky rel...
"Winner takes most" is generally reserved for technology leaders. TDOC is more like Amazon - it brings a new "modus oper...
$TDOC That's the tough medicine I've been waiting for, and needed to hear....
Teladoc hit my stop level and I sold out today -- I still think TDOC has a good chance of being the "winner take most" l...
Thanks for another great Friday File, and especially for sharing your feelings on the latest with $TDOC. Added 1 share o...
Hi Travis, did you have a chance to check out $TDOC earnings report yet? Thanks for your thoughts, and have a great w...
@Travis, Thanks for the clarification. It may be a little too early to bargain shop, but was looking into companies with...
A newsletter-related note on TDOC - it was one of Michael Robinson's additions to his Nova X portfolio in this month's ...