Friday File: Selling and Buying in Big Insurance and Data Centers, and some Quarterly Updates

by Travis Johnson, Stock Gumshoe | May 3, 2019 4:45 pm


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Updated thoughts (and some portfolio moves) on Berkshire, Fairfax Financial, Markel, Apple, Alphabet, Arista, Crown Castle, Shopify, The Trade Desk and more...

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Source URL: https://sgumdev.stockgumshoe.com/2019/05/friday-file-selling-and-buying-in-big-insurance-and-data-centers-and-some-quarterly-updates/


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eleanor
eleanor
3 years ago

Thank you for your valuable analysis Travis. I have been frustrated with Fairfax’s poor performance. You just assured me that I will be making a right decision.

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cabaoke
cabaoke
3 years ago

Thank you very much for the valuable blatheration!!!
Better than any book I’ve read (and there have been many…too much stansberry garbage I suspect, thanks Dad). lol
Seriously though Travis, it’s much appreciated,

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LostOkie
LostOkie
3 years ago

Hi Travis. I sold SHOP back in March @$204. Talk about seller’s remorse! LOL

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rookie2294
rookie2294
3 years ago
Reply to  LostOkie

If it makes you feel any better, I sold my SHOP shares for well under $150 last year! And that was far from the worst investing decision I made-so don’t be too hard on yourself.

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eleanor
eleanor
3 years ago
Reply to  rookie2294

Well at least you all made some money on SHOP. I never bought any shares lol.

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xoomoon
xoomoon
3 years ago
Reply to  rookie2294

Sold mine for $110 a couple years ago.

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hunter007
3 years ago
Reply to  rookie2294

Remorse is selling 100 shares of MKL, Markel that I bought at $375.00 and selling them all at $776… only to continue to $1000. That’s the definition of remorse.

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lottifab
3 years ago

Great conversation Travis. Thx

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johnsonneil
johnsonneil
3 years ago

I just want to say that there is a lot of content here for the fee I pay, and that I am a very satisfied customer. Congratulations on being a pillar of success in the industry.

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digitaldeity
3 years ago

Glad to hear your thoughts on TTD. I suppose I’ll hold. It’s going to be an interesting ride with TTD, iipr, and okta reporting soon.

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owo123
3 years ago

, Thanks for the enlightening and sincere commentaries. I really empathize with you on the emotional roller coaster with the ownership of some of the hyper-growth companies, particularly TTD going into the week. My suspicion is that TTD will surprise significantly on the guidance based on the following: 1) I don’t think the impact of China is reflected in the current expectation; 2) they are going into China on the ground floor and will not encounter the wall green partial shutout as currently obtains in the US; 3) their pricing information liberalization approach may be taking root in the US and partly responsible for the revenue growth issues being experienced by Google. This is definitely inevitable as Amazon and the internet have used it effectively to disrupt many industries; 4) TTD’s size relative to the walled greens gives it tremendous leverage because it only needs to take a very small market share to experience tremendous growth in revenue.

Finally, the earnings call coming in the morning points to Jeff Green doing it from Asia and may want to highlight their operational presence there. Note: I am very long TTD.

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wizard1786
3 years ago

Nice article.
Regarding options check out TastyTades and Tasyworks
You can learn about options without spend a dime on tasttrade.com. I have spent a few bucks with other option trader services over the last 4-5 years and though they have offered some help and suggested trades nothing close to what TT offers for free.
They also offer a robust trading platform (tastyworks) with cheap trading fees. Specialize in small accounts. In addition offer options on futures which I have not done. I opened an account and put 100 bucks in to test it out.
BTW I have not ties with tastytrade other than I use their educational service and opened an account with them.

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shhshhofficial
3 years ago

Hi, I’m a new here! Thank you for the invaluable analysis, it is clear that you put in a tonne of effort researching stocks and industries unfamiliar to you and your style of writing and depth of analysis is unparalleled on online newsletters and forums. Seeing that Nokia has gone well below your buy price (on European markets already down to 4.49 euros this morning) do you recon now might be a good time to load up again, and this might be a last low before some good news is bound to hit and the price spikes. I know the stock is very price sensitive to news, just not sure if I should buy more now or wait a bit more. Also I noticed you don’t own any Alibaba/tencent/ Chinese tech stocks, is there any particular reason for this? With Trump threatening to raise taxes in his tweets yesterday and markets down 5% do not think this is an opportunity to get in, hoping that a deal will still be made?

Thanks in advance for your help,

Regards,

ShhShh

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shhshhofficial
3 years ago

Nokia: Investments In R&D Are Starting To Pay Off https://seekingalpha.com/article/4261003?source=ansh $NOK

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jeanniebme
3 years ago

Took a nice profit on Zayo! Thank you, Travis!

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mojo23
mojo23
3 years ago

Travis, thanks for the detailed analysis. Your guidance adds so much value to your readers. Keep up the good work!

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barndoor
barndoor
3 years ago

Broker Fidelity has Fairfax India (FFXDF) listed as Rule 144A (restricted to restricted institutional trading).

They cannot sell me any and do not know how I got my 300 shares from them in October 2017.

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barndoor
barndoor
3 years ago
Reply to  barndoor

Travis – will Interactive Brokers (or whomever) sell you more FFXDF ?

(also I wanted to see if this post tags me as Irregular)
…later edit
(hmmm, it didn’t. I am for-sure logged in.)

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