I pull together these thoughts for the Friday File throughout the week, and sometimes that means I end up feeling almost bipolar — the market sentiment on Monday was so wildly different than the sentiment this morning that our emotions can get a little whipsawed. Which means, of course, that I should be tuning down […]
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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 […]
I thought I’d start with a “benchmarked returns” question, since a couple readers have asked recently how the Real Money Portfolio’s returns compare to the broader market. In general, I have usually done a little better than the US stock averages (I use the S&P 500, just for convenience), but sometimes I’ve done a little […]
We haven’t looked into one of the overblown “buy private stocks” pitches for a while, so this one caught my eye… and it helped, of course, that they had a good hook — dropping hints about “private codes” usually gets my attention, and this ad implies that there’s a secret “cheat code” you can use […]
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 […]
Game plan on TWTRHello Travis, Based on yesterday’s twitters financial result. Do you think TWTR can be considered as growth stock?
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 […]
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 […]
Crazy earnings week, eh? That leads me to a few adjustments to the portfolio, as my opinions have changed about a few stocks at the top of the Real Money Portfolio. So this week your Friday File is another run through a hodgepodge of stocks, starting with the one that I think is looking most […]
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 […]
Everyone is talking about Facebook (FB) in the wake of the Cambridge Analytica scandal, and the stock is one of my larger personal holdings… so although the stock has not yet hit my stop-loss trigger that always causes me to rethink and re-analyze a holding, I feel the need to share my thoughts and my […]
I like reading Howard Lindzon, a hedge fund/venture capital guy who became a widely-followed trend pundit and co-founded StockTwits, and he now has a newsletter in partnership with Agora… so Gumshoe readers were curious about what he’s selling, and, frankly, so was I. Let’s dig in, shall we? Lindzon is a prolific opiner, so you […]
Louis Navellier is out with another of his “only a few hours left” promos to drum up new subscribes for his Ultimate Growth newsletter — he says he’s seeing huge opportunities in “AAA Rated” China growth stocks… … and in order to convince you to subscribe, he’s dropping some hints to whet your appetite for […]
With everyone in a tizzy about the election, the urge is strong to find stocks that don’t care about politics… if there are such things. Or, at least, to find stocks that have meaningful growth “stories” that don’t depend on the specifics of a rate hike or a quarterly GDP growth rate. So today we […]
Keith Fitz-Gerald is dangling “The Biggest Upside Earnings Surprise in Two Decades” as an inducement to convince folks to sign up for a subscription to Money Map Report, which is the “entry level” newsletter for Money Map… so what is the stock they’re talking about? He calls it a “hybrid ‘dating’ stock,” and thinks that […]
I’m going to throw our Idea of the Month out here for you early this time around, because the stock has had some fundamental changes, is trading quite cheaply, and stands a reasonable chance, I think, of posting substantial returns over the next two years (and possibly a dividend in the meantime). And it should […]
Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]
That headline comes to us from Wall Street Daily, soliciting subscribers for Robert Williams’ True Alpha, and it’s one of the more attention-getting strategies that newsletter use to pitch ideas: Getting in early. Sometimes “early” means buying a stock before a catalyst is widely known, sometimes it means just buying before your investing friends have […]
“Free” does not necessarily mean what you think it does. Neither does “Today Only” … not if you’re wandering in woods that are infested with marketing copywriters. In this case, “Free” means “Free with-subscription-to-my-paid-newsletter-for-$100″… and I don’t know what “Today” means, but I first saw the ad from Chloe Lutts Jensen at Cabot yesterday and, […]
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I do think Twitter is finally getting the growth we've long expected, and there's potential for the service to become mu...
Paul's PU: sell TWTR at market...
PM PU: Action to take: Sell Twitter Inc. (NYSE: TWTR) at the market....
The Current Warren Buffet Car https://www.newtraderu.com/2020/01/24/the-current-warren-buffett-car/ https://www.new...
Yes. Twitter is the social media stock that I thought had the most upside early this year... that may not be true anymo...
Trump drug pricing speech tomorrow 2PM will focus on Medicare Part B drugs --> $IBB $XBI $REGN TY https://twitter.com/A...
$TWTR IQ > Martin, Travis is absolutely correct and part of Myron's e-mail address is: 'TakeProfits". Leave #EM...
20170412 > "Tomorrow starts the Songkran festival for the Thailand new year. It's an insane water festival and I will be...
@Srockgumshoe #Developers for #IT #IoT #Communication #Technology #T/A #ElliotWave #Screeners #Scripts #AI #Systems...
Why #Cannabis #Legalization Reduces #Violent #Crime :-) #Recreational #marijuana was linked to a decrease in report...
And now Citron has turned against Twitter (TWTR) at ~$30-32, after being bullish somewhere in the $22-24 range back in J...
$Okta Announces Record Fourth Quarter and Fiscal Year 2018 Financial Results View this release → http://investor.o...
$TWTR Tease dissected by Travis, THANK YOU Travis! https://www.stockgumshoe.com/reviews/peloton/checking-out-lindzons-...
Is $TWTR Crying Wolf or Taking Flight? Twitter (TWTR – NYSE) by Bottarelli Research Thursday, August 04, 2016 Per...
Will 2016 be Twitter’s Breakout Year? Twitter (TWTR – NYSE) By Bottarelli Research Published Thursday, December 3...