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 […]
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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 […]
Let’s start with the bad news… we got quarterly updates this week from Charlotte’s Web (CWEB.TO, CWBHF) and II-VI (IIVI), both stocks I’ve bought fairly recently (IIVI just a few weeks ago, CWEB a few months ago), and those are both in the red. Neither one hit a stop loss yet, but what did we […]
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 […]
President Trump and his team have reportedly been talking about ways to “delist China” from US stock markets or otherwise put up some barriers to prevent US investors from putting money into China, which put a scare into pretty much all the US-traded Chinese stocks and ETFs… I have no idea if that’s going to […]
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 […]
I covered a “powdered plasma” ad from Michael Robinson just yesterday, but it turns out the he’s also flogging “cryogenic blood” separately, in different ads for his same Nova-X Report newsletter, so I thought I better follow up to get rid of any confusion. The Thinkolator concluded that yesterday’s ad, teasing a Pennsylvania company, was […]
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 […]
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 […]
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’ve had a bunch of new questions about this almost evergreen Motley Fool ad for their Stock Advisor service, so I thought I’d share some answers with you here — partly because this is a stock that I write about a lot for our paying members, since it’s a substantial part of my portfolio, but […]
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 […]
I’ve got a new buy to go into in some detail today, but first let’s go through some meaningful earnings reports that shook up the Real Money Portfolio this week and sent some questions my way… The Trade Desk (TTD) beat the analyst expectations for both revenue and earnings this quarter, but not in a […]
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 […]
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 don’t want to give you too much to read, since probably the most interesting reading this weekend will be Warren Buffett’s annual letter to shareholders (which should be posted here as part of Berkshire’s Annual Report, around 8am EST tomorrow), but I do have a quick teaser answer to share with you… and a […]
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, […]
We have a couple traditions here at Stock Gumshoe… we call out one of the worst teaser stock ideas around Thanksgiving and identify the “Turkey of the Year,” and then, as the year comes to a close and holiday merriment washes all around us, we call attention to the best teaser stocks of the year. […]
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 […]
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 […]
The ad we’ve been seeing recently from the Motley Fool for their Rule Breakers service is all about this “technology breakthrough” inside a “black box” that a Motley Fool analyst named Rex Moore found inside his son’s apartment — and this “little black box under his TV” that his son called the “heart of his […]
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 […]
Have you been watching what’s going on with the trendy pot stocks lately? Holy crap. This reminds me now of 1999 more than it reminds me of the cryptocurrency bubble of this past winter — these larger marijuana companies, like many of the dot com companies (and unlike most cryptos, of course), are real businesses […]
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 […]
Ligand (LGND) started us off on Monday with a huge “beat and raise” quarter — which was already at least partly in the works, since they had raised expectations earlier and made a big deal with WuXi Biologics to amend a license agreement in exchange for a $47 million up-front payment… but they did exceed […]
Today we’re going to start you out with a quickie teaser solution, and I’m going to keep it quick mostly because this one is largely a connect-the-dots guess, given the limited number of clues that were dropped in the ad. The ad is from Marin Katusa, who went off on his own after leaving Casey […]
A few updates and thoughts to share with you on this fine May Friday, starting with a more detailed look a the new healthcare-related stock that I added to my portfolio a little while ago and haven’t discussed much yet. That stock is Premier, Inc. (PINC), a truly generic name for a pretty interesting company. […]
Here’s the teaser pitch that caught the attention of some Gumshoe readers this morning: “Not to alarm you but you’re about to miss an important and rare event. “Renowned investor Tom Gardner has identified a stock that he thinks resembles Facebook before its IPO. “It’s a little internet company that’s growing at a torrid pace […]
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 […]
Lots to talk about today… we’ll start with a quick teaser solution, then move on to some big picture thoughts, updates on the changes in my portfolio (a couple small buys), and some other little updates and cogitations. The teaser comes from Mike Cintolo’s Cabot Growth Investor, which is just what it sounds like: a […]
How about that bitcoin, eh? Those of you who’ve been following my personal portfolio and reading these Friday Files closely know that I sold pretty much all of my cryptocurrencies back in September, when it got to be a large enough position that I found the cash more valuable. Lots of you think I’m crazy […]
We don’t have one big story that’s catching my eye today, so I’ll do some catching up and musing for you. We’re heading into a slow week, so it’s likely there won’t be many new articles during Thanksgiving week — other than our annual “Turkey of the Year” reveal, of course. I often get asked […]
Today we’ve got another pitch from the Motley Fool to look at, all about Tom Gardner’s “Latest stock pick” … so can we figure out what it might be? Let’s check out the clues, Gumshoe-style. It’s a brief pitch that’s trying to lure you into subscribing to Motley Fool Stock Advisor with their regular “you’re […]
Comments
Generally those teases are about The Trade Desk, mostly because of their exposure to streaming video advertising -- with...
I haven't seen any teases for this "Netflix Killer" that include any clues, but I'd be surprised if it's not yet another...
Recent insider sale, not much, but in case you’re wondering. The Trade Desk Inc (TTD) CFO Paul Ross Sold $546,028 o...
Nothing TTD-specific to explain the fall, just dropping investor appreciation for the richly-valued cloud software stock...
I also took a nibble on $DOCU yesterday after hours around. $TTD has been beasting.... I kind of think it is benefittin...
Maybe just a tiny bit of your vast knowledge is rubbing off on me. I purchased some DOCU before reading your article. ...
Ad-wise, the heaviest rotation of ads from the Fool has been for TTD, SHOP and ANET. Though that’s not necessarily an...
Is there any stock that is even close? to TTD? Should I buy it now? I heard zen desk is recommended. I am confused?...
Maddogne, Congrats on your outstanding TTD trade!! FYI- I'm referencing your comment about TTD & Tradestops in a com...
Hi Maddogne, Congrats on your great buy & gain with TTD! FYI- I'm referencing your example RE TTD and Tradestops' re...
I bought TTD pretty early @ $49. It was at the time a spec stock for me and my biggest regret-Not Buying More-. Only 40 ...
I'm a MF subscriber and I paid too much for NHR. TTD is a good pick and so is SHOP. However TTD is not a part of NHR ...
I have the same question - what is a good entry price for TTD at this point in time?...
$TTD long: I bought my shares back in Nov 2016 for $22.55, and haven't sold yet. But all analysis aside, all crystal-bal...
My only question (but not for TTD only) is if I should sell it in the near future and replace it with some more "safer" ...
What's a good entry point for TTD?...
To be fair... TTD seemed richly valued then, too, though 8-10X sales seemed worth the gamble. It's at 17X now, but back...
Travis, Unbelievable! I was going to ask you about TTD yesterday as it is also one of my major investment, a...
TTD is a little rich for my blood. But you were wise to enter a few years ago....
TTD also recommended by Michael Robinson's Nova X report. I think he recommended fairly recent at around $135. Very impr...
I expect that's probably still The Trade Desk (TTD) if it's the ...
Man, I started rebuilding up a position in $TTD at $180 but it is recovered so fast! Jeff Green was pumping with Jim Cr...
Same here, bought TTD and Zayo and OKTA due to Travis. I can't thank you enough Travis. I trust your analysis above all ...
$TTD was my largest position, which I believe I got into because of Travis, thanks! It was just dumb luck I sold it a...
Thank you. TTD does seem to be the stock in question. Looks like 500% of the move has already occurred in the past 12 mo...
@Travis, Thanks for the enlightening and sincere commentaries. I really empathize with you on the emotional roller coast...
Glad to hear your thoughts on TTD. I suppose I’ll hold. It’s going to be an interesting ride with TTD, iipr, and o...
Looks like this was not covered. could be TTD?...
Bought TTD July 24, 2018 at ~90/share. Right now it's ~196/share. I invested for sentimental reasons -- The Trade Desk's...
Could be, but there's a high degree of uncertainty -- particularly because so much of the advertising world is controlle...
Thanks so much, Travis, Not only are you the most entertaining internet financial advisor, but you have actually made me...
Thanks for the additional fleshing out of TTD. Enjoyed two separate rides up on it and twice unintentionally took good p...
@Travis, As usual, great analysis on both TTD and IQ. I own and follow them and I concur with your conclusions on IQ. On...
Thank you for the link to today's released Berkshire's annual report; I read Warren Buffets' letter to shareholders - 1s...
Good morning, just wanted to say thank you, I know you do not recommend stocks but by your analyses I purchased $IQ and...
Thanks Travis, just joined and will buy a little more LUC. Will watch for TTD to come down....
Hi Travis with a stock like TTD where you've made an excellent profit do you think about selling any to cover your initi...
Thank you Travis for another excellent analysis. You made me quite a bit money on TTD!!! Couldn't have done it without y...
Those "ultimate buy" pitches mostly have been about The Trade Desk (TTD) lately, which I've covered many times (and own)...
@Shahbijalj, I suspect that the difference in market reaction is mostly timing - report came out on a good market day. T...
@Travis, I agree mostly with your comments and conclusions on TTD. However, I disagree with the assessment of their prof...
Thanks Travis. I really liked your insight on TTD. I was following the earnings call and couldn’t find anything negati...
I was holding $TTD and almost sold out at 105 after market yesterday, but I hung in there. now it's at 128, I so would ...
Took the words right out of my mouth. Kind of wished I had got some of SPOT when it ticked under 125 a couple of weeks ...
The Fool is pitching this stock for a long time. Tom Gardner even called it his No one suggestion period! They are up qu...
Glad you mentioned TTD here as it's on my mind too. Does seem to be a overcorrection....
Would have added a nibble at $105 after hours if I had been watching, that seems like an overreaction to me... we’ll s...
I'm tempted to add but am overweight already. Perhaps the market was looking for a huge beat on revenue rather than a sl...
TTD got hit on earnings. Anyone adding or selling?...
Not sick of reading your analysis at all. Travis, you are really quite talented in investment. I did reasonably well o...
@Travis, Thanks for the clarification. It may be a little too early to bargain shop, but was looking into companies with...
“Programmatic” is on the ad buyer end — it basically means using more technology and analytics to place ads more b...
Thanks Travis. I've some high hopes for TTD. I added to my position just today bringing my cost basis up to $63.87....
" TTD was indeed, as teased, 50X smaller" Fine analysis as always, but c'mon Travis, the above is nonsensical. If you ...
Since Travis teased TTD before I have looked into it and I'm still watching the videos online to see exactly what they d...
Motley Fool has been advocating The Trade Desk, Inc. (TTD) for some time. I tend to agree with Travis on the attractiv...
As always, thanks Travis! I suspected it was TTD the Fool boys were teasing. Based on your commentary and analysis I pla...
Thought I'd update, since I cancelled WITHOUT paying the maintenance fee. Frank must have had a battle with his con...
You might well be pleased come Mid-November... one never knows....
I doubt they’ve “moved on”, the ad is still running and they don’t tend to take profits. It has gone from a spec...
Haven't seen the "top ten" hinted at anywhere, but we've covered quite a few teasers of theirs over the past few months ...
They've teased several stocks in that way over the past few years -- most often Shopify (SHOP), but also Match.com (MTCH...
Looks like you'll be pretty happy this morning... they beat and raised for the quarter, which surprised me, and popped 2...
That's the subject of today's new article, you can find it here: https://www.stockgumshoe.com/reviews/motley-fool-stock-...
It’s a volatile and expensive growth stock that ran up sharply, so anything could happen (good or bad). I will be loo...
I'm really disappointed that I recently bought TDD on some recommendation I read. Do you really think it will rally?...
Not sure if you saw this, but I did include an updated note in the 11/17 Friday File about The Trade Desk. Nothing defi...