I’m getting to some Friday File-type chatter a bit early this week because things have been a little wild, and because some portfolio moves and questions have come up. We had a crazy week while I was gone for Thanksgiving, and I’m catching up with some portfolio moves and answers to some questions that readers […]
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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 […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
Please indulge Doc Gumshoe while he presents his musings on what’s going on in general in the health-care arena, and in particular, which new drugs are getting the FDA blessing and why, as well as which ones are getting the short straw. My impressions and conclusions are in some cases only loosely based on […]
I’ve got a few stocks to mention in the medical space this week — one to update that’s in my portfolio, one to confirm as a teaser pick (since folks keep asking) after several Gumshoe readers discussed it last week, and one to note as a teaser idea that’s being pushed pretty heavily (though the […]
NXP Semiconductor (NXPI) and Visteon (VC) both reported results this week, both pretty much in line with what I would have expected and pretty close to analyst estimates (Visteon earnings were well above estimates, revenue well below because analysts have a hard time getting very specific on Visteon quarters — but their big picture remains […]
Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Marcelo Lima has a retailer to share today — he argues that retail is not as dead as we think it migth be — notes examples of South Koreans […]
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. […]
Sears Holdings Puts11/15/16 SHLD closed at $12.30 down .50 for the day. News on the street is that suppliers are concerned the company is headed for bankruptcy. Money Map Press touts a Buy at the close for a $5.00 PUT on Jan 17, 2017 at .35-.50 Agora Financial touts Zachary Scheidt’s method of selling short to create […]
I’ve been meaning to check in on one of the few mutual funds that I’ve written in detail about for you, so in the absence of any other big portfolio moves we’ll take a minute for that today. DoubleLine Shiller Enhanced CAPE (DSEEX) is a “better mousetrap” kind of fund, which should make us start […]
[ed. note: Michael Jorrin, who I dubbed “Doc Gumshoe” years ago, is a longtime medical writer (not a doctor) who writes for us a couple times a month about health issues and trends. He does not typically focus on specific investment opportunities, but has agreed to our trading restrictions… as with all of our authors, he […]
Most of the attention in the media is now focused on the several forms of cancer treatment grouped under the flattering term “Precision Medicine.” I find that the term raises my skepticism index just a bit; it’s like eating establishments labeling themselves “Gourmet Restaurants,” the implication being that joints not so identified are just […]
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 […]
It turned out to be blockchain week here at Stock Gumshoe, with the massive wave of bitcoin-related teasers hitting my inbox, so I should update you on that… The tiny fragment of cryptocurrencies that I still had in my wallets after selling essentially all of those positions in September has once again grown from a […]
I’ve been asked a few questions about the gold stocks in my portfolio, so I thought I’d run through a few of them today and provide whatever updated opinion and assessment I can for you — including a few portfolio adjustments I’ve just made. And, as an added bonus, I’m adding one new gold stock […]
Anyone have some knowledge of the master settlement handbook ” Big Tobacco Must Pay” – posted by Keith Fitz-Gerald in his Total Wealth Alert . I did a quick search and didn’t find anything in the search on Stock Gumshoe. Thank you E-mail lead– In November 1998, the ”Big Four of Big Tobacco” reached a […]
[ed. note: Michael Jorrin, who I call Doc Gumshoe, is a longtime medical writer (not a doctor) who writes for us about medicine and health a couple times a month. He has agreed to our trading and disclosure restrictions, but does not generally write directly about investment ideas. His ideas, thoughts and words are his […]
Gobble Gobble! It’s that time again! Stock Gumshoe is mostly closed down for the holiday week, but we do have to continue our annual tradition of calling out our “Turkey of the Year” … so take a pause from that turkey brining and join us, won’t you? What is this tradition, you ask? Every year, […]
Annual predictions time! People are feeling a bit wealthier after this long stretch of bull market, I imagine, though the Fear and Greed Index is highly volatile and and has swung back and forth between extremes at least a couple times a year over the past few years, with 2017 being no exception, and that […]
The “Idea of the Month” for May, which is fast coming to a close, is automotive electronics — and I think we have two interesting options that I’m interested in buying (I don’t own either right now). First is Visteon (VC), an idea which has been kicked around in value investing and “special situations” circles […]
We’ve seen quite a few ads from Jim Pearce at Personal Finance about his favorite “self driving cars” idea, so it’s time to feed the Thinkolator and get some answers for you, dear Gumshoe readers. The basic backdrop for this is, of course, pretty well known — cars are becoming smarter and smarter, self-driving cars […]
This percolated up to the “most asked about” teaser pitch over the weekend, and it’s easy to see why — everyone loves royalties (or as the newsletters like to call it, “getting money for free without doing any hard work”), and Sid Riggs is saying that “you can get super rich in a matter of […]
Porter Stansberry is probably the best marketer out there in the financial newsletter world, and has access to the biggest email lists both within his company and in partnership with all of Agora’s other subsidiaries and affiliates… so when one of his ideas or letters gets a big marketing push, it tends to have a […]
Today we’re looking at a teaser pitch from Larry Edelson, who thinks that the government is on the verge of outlawing cash and forcing you to use credit cards and other digital payments. And, of course, he has a way to enrich you as this trend proceeds… buying the companies who are doing the payment […]
The “stock of the month” email teasers from Cabot follow a bit of a formula, but they also sometimes point us to interesting stocks… so we’re going to take a quick look at this latest ad, which I started seeing about a week ago, and see what Timothy Lutts and the Cabot folks are pitching […]
I’ve got a few thoughts to share with you about GSV Capital and a few other areas where I’ve seen questions or interest from readers recently, but first I want to get a quick teaser solution or two out for my favorite Irregulars…. One pitch that’s sent a lot of questions our way of late, […]
Few weeks ago i`ve been told by a friend to buy 3 stocks: FFH (Fairfax Financial) 2016 Performance: +16.8% MKL (Markel) 2016 Performance: -4,77% CLX (Clorox) 2016 Performance: +0,56% With S&P 500 dow 8,46% it has been a wonderful deal. Tonight, i saw Prem Watsa Portfolio: 85% of it is in 4 stocks, let´s see […]
We haven’t looked at a Louis Navellier pitch for a little while, and this one caught the eye of some intrepid Gumshoe readers — it is, like virtually every Louis Navellier pitch, a promise that his favorite growth stock will double this year… though he goes even further in announcing that “long term, a $1,000 […]
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 […]
Nicholas Vardy is out with a new biotech pick, and he says that he’s making an “unprecedented offer” for subscribers to his Bull Market Alert ($995/year “on sale”, published by Eagle Financial). The pitch is partly an argument that biotech and pharma stocks are still where the big opportunities are for investors, but most of […]
I expect most investors would be pleased to write off the past 15 days and start the year over at this point, but life goes on — we buy when things look attractive, we sell when we think they look unattractive or we realize we made a mistake, and we limit the sorrow when we’re […]
We were talking about Warren Buffett just yesterday, and I also recently was looking into flights to go to the annual meeting in the Spring, so everyone’s favorite avuncular billionaire was on my mind this week… and it was almost like he was talking in my ear as I was plotting this “Idea of the […]
I’ll open today by saying that I don’t know if the euro will rise or fall against the dollar over the next two years. And neither does anyone else. Global currency markets are vast and complex and driven by trader sentiment and economic growth and interest rates and unpredictable crises and lots of other influences. […]
This ad about a “Donald Trump investment” is sending a lot of questions our way, so we’re going to take a look at it for you in today’s Friday File… and I’ve also got an update on Sandstorm Gold to share, plus a quick look at the idea of “protection” from market declines and how […]
I don’t have a compelling story to dig into today, so I’ll just share a couple updates and some of my thinking. Everything still seems to revolve around the Fed — will they raise rates? Will long-term rates get ahead of the Fed if they don’t? Will they have to try to find some new […]
Louis Navellier has graced the pages of Stock Gumshoe quite a few times in recent months, so I didn’t jump on this pitch the first time we saw it a couple weeks ago… but we keep getting questions about it, so I guess we should get this one sleutholated for you. This is, like most […]
I’ve got a few stocks to mention in the medical space this week — one to update that’s in my portfolio, one to confirm as a teaser pick (since folks keep asking) after several Gumshoe readers discussed it last week, and one to note as a teaser idea that’s being pushed pretty heavily (though the […]
This thread is designed to allow Irregulars to discuss, share and provide input for calender catalyst events, primarily but not limited to equities contained on the Green Tab of the KSS Da Man! spreadsheet that is maintained by Hi Pockets. The calender currently can be updated only by Benny, Lawrence, Dr. KSS and myself. The […]
Steve McDonald made some friends in the world of Gumshoe a few years ago, when his income-focused advisory The Bond Trader was doing pretty well. He moved on from that to a service with a similar strategy for the Oxford Club folks called Oxford Bond Advantage, and he’s now pitching that newsletter by tantalizing readers […]
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I'll leave just a general review about what I know on several of Frank's newsletters. He has lower priced newsletters, and he has expensive newsletters. He always touts the huge…...
Bought SHOP at 69 in maybe 2017ish? Sold at ~1400 near the top. Thought it was too frothy at that point. Got lucky there. PLTR since 2020. Intend to hold…...
But would you have held it without selling any as it went up by ~500% or so twice, then got cut in half twice, before 2023? Stock Advisor first teased…...
RXRX they bought shares of as part of a collaboration a year ago, the other holdings are much older -- Nano-X is a remnant of a venture investment that NVDA…...
Doesn't seem there's been much logic to the nuclear power business since the early 1970s... but who knows, maybe that's gradually changing. We'll see if that sticks -- BWXT, for…...
It is a chunk of money but you can make that back and more with just one good pick. I've been following James since 2017. I brought ETH at $273…...
Hi Travis I am wondering when we are going to organize things differently on Gumshoe? Whoever is running your internal search obviously wants us to toggle through a number of…...
NVIDIA has owned a little slice of SoundHound since it was a venture investment a long time ago -- maybe 2017? Would have to check. There was a flurry of…...
gov't numbers are like gov't schools. SPR was a wreck when trump got elected and he was gung ho on making the US an energy giant, even hiring an exxon…...
That's a repeat of their long-running teaser pitch for Arista Networks (ANET) -- last covered here. Arista had a subpar run from 2017-2022 or so, but has really taken off…...
I can't speak for Michael, but as I understand it that news came out of a scientific paper released about some coronaviruses (out of pangolins, in this case) that were…...
I agree. Why does everyone seem to hang on his every word? Very effective marketing. But not very effective results. I subscribed back in 2017-2018. I lost money on most…...
Travis, Like many or your subscribers I believe, I subscribe to the basic level service of two or three stock services. One of them is Motley Fool's Stock Advisor (Canada).…...
I joined Palm Beach Confidential in 2017 after listening to one of Teeka's videos, and since then I've made a ton of money by following his recommendations, in particular bitcoin,…...
Similarly with my 2017 Subaru Forester. Mostly get around 30 MPG. Currently it has around 60,000 miles on the odometer and an expected life of 250,000 miles. It is a…...
That's a blast from the past, Brainchip was teased as an AI and crypto idea back in 2017. It was a startup then, almost pre-revenue, and it looks like they…...
Must just be one of his "special report" stocks, I guess -- Oxford sometimes does that with other names (Alex Green has been calling Hon Hai/Foxconn his "one stock retirement"…...
Thank you Travis for your very informative write up on Lymes. I believe most folks are unaware of the different types of bacteria that can come with that tick bite.…...
That was a super-hyped story a few years back, I recall -- I owned it for a while from 2015-2017 or so, mostly before the name change (it started out…...
Hi so let me help everyone here - for background I have been in the space since 2017 and crypto is my second life. I will admit that I am…...
I've owned bitcoin, ethereum and a number of other cryptos for six years (since May 2017.), and what I've learned is that bitcoin and ethereum are great investments, but investing…...
Does anyone know how Grayscale Bitcoin Trust fits into this world? I was interested in getting a “piece” of the action during the hoopla of the 2017 era and bought…...
Thanks to Teeka and Palm Beach Confidential, I bought my first bitcoin and Ethereum in May 2017 (and I've added to my original stash). Since then, the price of bitcoin…...
Travis: Appreciate your effort and thoughtfulness of analysis of investing in P&C insurance sector. I find the maze of financial metrics of insurance stocks very complicated, not particularly helpful or…...
Does anyone want to go in on Teeka’s service? I’m familiar with staking but uncertain how to move forward with the process. I’ve been buying crypto since 2017 and a…...
Doc GS< no apologies necessary. Very readable, informative and appreciated. Perhaps a report on ALS research could be in th efuture. My first wife was diagnosed on June 1 ,2011…...
I left $2.58 worth of Cardano (ADA) in a Bittrex acct in 2017 when my wife brow-beat me into leaving Crypto and getting back to "reality". In 2021 I happened…...
Verily! I take all you have stated plus IP-6, AHCC, MCP and Fucoidan. Supposedly a dead man walking if I did not sign up for the Chemo and Hormones in…...
Nice summary. I purchased NVDA in 2017 or 2018 along with AMD and INTC because of the AI story. I had watched a documentary or an article about AI and…...
I bought $5000 of NVDA back in 2017 when you were chatting it up. (I know next to nothing about investing. Half of the terms you use in these newsletters…...
Yes. Used them decades ago while working, This was after Peter Lynch up to his retirement. Then Mario Gabelli for a few years. I liked Motley Fool and they were…...
Haven't looked yet, but I wouldn't be surprised if they're just rehashing their pitch for Knowles, which was running way back in 2017 as an "Alexa" play -- in case…...
https://secure.palmbeachgroup.com/?cid=MKT725485&eid=MKT726877&step=start&plcid=PLC174414&SNAID=SAC0014326223&email=deroseland@gmail.com&encryptedSnaid=j%205b3GySU%2FGSESCM37XHiiBbiJakTpqy26SwlMzxeqs%3D&emailjobid=5319828&emailname=20230324-LGD&assetId=AST292017&page=1...
Oh, and I forgot one little detail -- that quote from Techcrunch about Unity becoming a tech giant? That was from an article in 2017, five years ago, when it…...
Back in 2017 when he first started promoting his crypto service, he recommended XRP. I was close to its ATH around $3. I don't believe anything he promotes. He's long…...
Did you get CRO alert from Bryce at 50 cents? I did, my first rec from him. lol. I immediately knew there were no real gurus or special sauce in…...
TRAVIS, THANKS NICE STARTING A WEBSITE W/FACTUAL READS ALL SHOWING COMMON SENSE, WHICH IS ALL TOO UNCOMMON TODAY!!! PS TRAVIS: I FELT LED AFTER REACHING THIS CANCER REALM, MY SECOND…...
I am desperate for information from Simply Natural. I do have title to my one hectare purchased in 2017 for avocado plantings. Although better communication with the company has been…...
I have made 550% from Trade Desk. I first bought @ 6.30 in Nov 2017, and I bought more right after that. I also bought more in Jan 2020. My…...
Spoken like a true disciple of the ignorant, but entertaining nevertheless. There have been times when the Earth was hotter, colder and the same as it is now. The worst…...
My general rule is that if I need the money in the next five years, it doesn't belong in stocks. I see plenty to worry about as well, but I…...
Good riddance, honestly. I’m a lifetime member to PM’s service since 2017. I’m embarrassed to say I drank the koolaid even though his numbers provided in his newsletters were more…...
I know alot of people hate on Teeka but if you got his research pre 2017 BTC spike you easily made your money back and substantially more. I didn't get…...
There is no right or wrong here, there are different perspectives, and people buying for different reasons. If the market focuses more on valuation and less on growth, Intel will…...
I still check the board every week or so. Thanks to everyone still here contributing. I think hibernation is a good word for this. It has been brutal. For me…...
A more complete understanding shows that evil has been committed under every banner imaginable, whether religious, political, or otherwise. The trifecta of Mao, Stalin, and Hitler alone are thought to…...
Hi All, Thanks for having this thread! I was teetering on the $50 offer but decided to see if I could find some info first... Thankfully I found this thread...…...
Oh, so sorry for the delay, I've been slammed at work lately! I don't see anything for 4/8. The last sell order I see was from 3/30 to sell WAVES…...
ChargePoint Holdings (CHPT) is an American EV infrastructure company at the forefront of the electricity revolution. It built the largest network of EV charging stations in North America and Europe.…...
I've speculated on Ginkgo options, haven't yet looked into the company beyond the article I wrote last week or read Scorpion's report. The short report may well have merit, we…...