Friday File: A Light Trim for the Flyboys?

by Travis Johnson, Stock Gumshoe | July 10, 2020 11:08 am


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Shifting the portfolio a hair to move speculative "cloud" profits into more stable names... plus thoughts on gold, Berkshire and more

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Source URL: https://sgumdev.stockgumshoe.com/2020/07/friday-file-a-light-trim-for-the-flyboys/


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DanM
DanM
1 year ago

I’ve owned Sandstorm for quite awhile, recently trimmed a bit, but still my largest holding. I have a good size position in EMX as well. Any thoughts on EMX? I think it has been rather undervalued but has recently caught fire for some reason.

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tanglesome
tanglesome
1 year ago
Reply to  DanM

buying SAND at $4 was one of the best pandemic purchases I made, just wish I had bought more than a nibble! lol

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digitaldeity
1 year ago

Can you give more insight into:

“I consider the proceeds I get from lending out my shares to short sellers to be somewhat like dividends, and I reinvest them β€” the effective yield over the past year has been in the 10% neighborhood for me”

I got an email from Etrade about their “Fully Paid Lending Program.” I read the risks, I didn’t see anything too negative except for how dividends are taxed. I’ve been hesitant to sign up because I haven’t seen anyone that I trust say that they were lending out their shares until now.

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Frederick
1 year ago

I want to buy some cloud stocks to my portfolio. Has anybody researched or have comment on IVES Wedbush global cloud tech ETF?
Thnx in advance!

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retiredrancher
1 year ago

I hope I’m not reading something into your potential sell positions, after reading your column from the other day, I snagged some TTD at 450. Glad to see the opportunity. Watching SHOP also.

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Vel
Vel
1 year ago

Mr.Travis, Just wondering do you have any plan to launch youtube channel. Based on your musings here in stockgumshoe. i just thought of your occasional video talk would be more entertaining and informative. or may be an opportunity to extend extend your viewer base.

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dazza06
dazza06
1 year ago
Reply to  Vel

thats a good idea..!……though im not sure Travis has the time to edit etc..? What about a podcast?…same same probably….but yeh good thinking..

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eb0079
1 year ago
Reply to  retiredrancher

FYI G. Gilder is selling SHOP

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kingdomwar
kingdomwar
1 year ago
Reply to  eb0079

Bubble will pop before it goes hirer. About 20% cash. Waiting for buying opportunities. Long term bullish. Especially after Trump is reelected. Next couple months will be bumpy to outright chaotic.

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ronwill
ronwill
1 year ago

Facedrive has been on a tear this month also. Up about 80% just this month.
FD.V or FDVRF

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youarethelight
youarethelight
1 year ago

If Travis or anyone could help me…I would be grateful! I have a significant position in VUZIX, and today the after market went on a bender! Closed at 3.55, then buyers came from everywhere. It went to 4.47 beginning immediately in the after hours trading. Anyone know anything about why? I’ve looked everywhere for info or potential news brewing, and can’t find a thing. Any insights would be welcome. It’s at 4.23 right now. Volume huge as well. 3 days in a row.
Michael (sometimes known as “Mavihoja”.

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bird4fsu
1 year ago

Someone tell me about NEXCF…Canadian company..really starting to move….and it’s early…

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