Topic Archives: Trade Note

Perhaps the most glaring reminder of the current investor mindset is that the new exchange approved by the SEC a couple years ago, the Long Term Stock Exchange (LTSE), designed to help build long-term relationships between companies and their investors, has just now formally gone live with its first two listed companies at launch, Twilio […]

The Motley Fool sent out another internal tease in their Investor Digest this week, as a pitch to upsell their readers to Tom Gardner’s Discovery: IPO Trailblazers service ($1,999/yr, no refunds)… so, naturally, we wanna know what it is, right? We’ve covered this IPO Trailblazers newsletter a few times — it was started as one […]

Markets are people, and people overreact — bull markets get too excited and people pay irrational prices for popular stocks sometimes, and bear markets get too fearful and people sell regardless of company fundamentals and drive prices down to silly levels at other times. We can come up with some assessment of what we think […]

The folks at The Wealth Advisory have had some very long-running teaser pitches about “secret income” over the years, particularly the pitch about “Netflix Royalties” that we covered many times (that was really just teasing data center REITs) and the “Prime Profits” pitch about making income from Amazon packages (which teased the warehouse REITs, including […]

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 […]

Today we’re headed into the wild and woolly world of biotech once again, sniffing out the secret stock from a teaser pitch for Biotech Millionaire, edited by Chris Wood and Jake Weber over at Mauldin Economics ($1,795/yr, includes their Healthy Returns letter… and unlike most higher-cost letters these days, they actually offer a 30-day refund […]

I share Trade Note updates with you, my favorite people, whenever I do any meaningful buying or selling in between Friday Files, but they’re usually shorter notes in the comment threads — today I’ve chugged through a string of relatively small trades that I need to update you on, and I’ve got a few minutes, […]

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 […]

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, […]

A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]

Dave Lashmet has been a biotech/medical analyst and sometimes a newsletter editor at Stansberry for a long time, and the latest iteration of his high-end newsletter is now called Stansberry Venture Technology (currently “on sale” for $2,500, no refunds)… and it’s now being promoted with a “cure for cancer” spiel, so we obviously all want […]

Things began slowly this week after a weekend of decadence in Las Vegas… what impressions did I have of Sin City? People aren’t gambling as much as the last time I was here a few years ago, the tables and slot machines were not so crowded, but there were still some big crowds of people […]

Comments

  • Trade Note: I added on to a relatively new position today after they announced their first real divi...

  • Trade Note: You Had Me at 5% Camping World Holdings (CWH) is a giant in its industry, the largest chain of RV centers...

  • Trade Note: Today I cleared out my position in Yellowstone Acquisition (YSAC) and added some to my YSAC warrants (YSAC...

  • Trade Note: MetroMile (MILE) stunk up the joint with their quarterly update this quarter. The model continues to be...

  • Trade Note: As cryptocurrency prices tumbled today, my position in Galaxy Digital (GLXY.TO, BRPHF) hit a stop loss (...

  • Yes, most brokers now will sell fractional shares — which means you can buy a set $ worth of shares, not a set number ...

  • Trade Note: A couple Stop Losses A couple of the speculative positions in my Real Money Portfolio hit stop loss level...

  • The stocks I buy or sell in a week are always noted in the Trade Note at the very top, part of the Quick Take. This we...

  • Trade Note: Tiptree (TIPT) got above $11 for the first time since I've owned the stock, inspired by the revised S-1 fo...

  • Yes, that's a strong reaction to the positive news of a deal with Kimberly-Clark (KMB). This doesn't mean the risk is...

  • Trade Note: Another one for the Lock Box I'll share some more detailed thoughts on this one tomorrow in the Friday File...

  • Trade Note: A little shifting around in what I consider the "value" portion of my Real Money Portfolio today -- with ...

  • Hi Travis, I'm a new subscriber and thanks for the informative write-ups. I couldn't find the annual review part ONE. ca...

  • Trade Note Just a brief note that I added some capital to a pre-deal SPAC today. This is probab...

  • Sorry Travis. Yes, got your trade note email. Thanks....

  • Trade Note: Add-on buy today, as the drop on earnings brought down shares of WESCO to a more attractive level this morn...

  • Travis, I'm quite SPAC'd-out and Saas'd-out so something in the real estate sector is a welcome breather! So welcome tha...

  • What shows on the RMP page are current positions, with my allocations and performance of those positions, including last...

  • Hi Travis, Probably one of your newer subscribers here... "If I make an equity trade that amounts to more than one ten...

  • Trade Note: When I was distracted by the spectacle in my old home town yesterday, a stop loss order triggered in my a...

  • Trade Note: And another follow-up to my "10% stop loss on 10% of the position" trades that were slotted in before Chr...

  • Trade Note I'm not at the office this week, but since I've promised to keep you up to date on meaningful trades I sh...

  • Trade Note: Watchlist stock added to Real Money Portfolio today Just a quick note for you on this today, since it's a...

  • Trade Note Boston Omaha's (BOMN) new Special Purpose Acquisition Corp. (SPAC), call...

  • I send out a Trade Note email whenever I buy or sell an equity position that’s larger than ~0.1% of the portfolio. Ev...

  • Yes, when there’s an equity trade in the real money portfolio that is of meaningful size (more than 1/10 of 1% of the ...

  • Trade Note: With the shares soaring by 25% or so following the Zoom Video (ZM) ea...

  • Trade Note: Closed Arbitrage Trade at a Loss Just a quick note that the news out of Delaware this morning that Comtec...

  • Trade Note: Another Gamble Following the slightly disappointing earnings report last night that was really just in ...

  • Anything under about 0.1% of the portfolio I think of as an incremental “micro-dose” buy (or sell, I suppose, though...

  • Hi Travis, In the email it says plus a trade note. so what's the trade? I cant find it anywhere....

  • Trade Note: Not a lot of detail here, but I did some selling and buying so I've got a little updating to share ...

  • Trade Note: This is a fairly minor shifting of the deck chairs on the good ship Gumshoe, but it does involve a meanin...

  • Yes, when a substantial trade happens between Friday Files it is emailed out, and the note is also added to the discussi...

  • where is the trade note that was issues on April 9th? Are the trade notes sent out via email notification?...

  • Trade Note I'll write about this some more tomorrow, but I reduced my position in Innovative Industrial Properties by...

  • Trade Note: This one probably won't be a surprise, but I reviewed ...

  • Good to know your Portfolio Sells & Buys, especially reasons. I did sell my holdings IIPR for a gain, and also sold al...

  • thanks Travis for keeping us up to date with your Trade Notes and thoughts during these volatile times. Today I nibbled...

  • Trade Note: Lots of stocks hit or are near the stop-loss levels that I watch today, as you might imagine. My persona...

  • And a Trade Note for you today: As I noted in the Annual Review update a few weeks ago, I think Facebook has a really...

  • Trade Note: I've been keeping a tight stop on Equinox Gold, mostly because the surge from their latest merger deal see...

  • Trade Note: MGM Resorts (MGM) reported earnings, which missed by a bit, largely because of weakness in Asian visitor...

  • Trade Note: Today I continued the process of gradually selling down my Office Properties Income Trust (OPI) pos...

  • Trade Note: I hit my stop loss with Hershey (HSY), so those shares are sold. I wouldn't be against ...

  • Trade Note: Taking Losses Rough day today in the Real Money Portfolio, as shockingly weak forecasts from Nokia took 2...

  • Trade Note: Stops and Nibbles I was stopped out of the remaining stub of my Starbucks position today, so that's no lo...

  • Trade Note: PINC Here's an excerpt from what I wrote a few weeks ago when Premier (PINC) was showing...

  • Trade Note: Some stop loss news today… I stopped out of my small position in Lightspeed POS (LSPD.TO, LGHEF), which...

  • Trade Note: A couple 5G stop losses hit the Real Money Portfolio today... This morning I closed out two smaller posit...

  • Trade Note: At Home (HOME) hit my stop loss and I sold today, so that position is now cleared out ...

  • Trade Note: Zayo Group (ZAYO) announced yesterday that the buyout talk wasn't completely over after all, the word out...

  • TRADE NOTE Crazy times from NVIDIA as they first reassured investors about the inventory overhang an...

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