Today brings us another “black box” teaser pitch — we see similar themes across investment teases, and the “black box” is popular… a presentation with some pundit holding up a mysterious box sand saying, “thar be gold!” This time around, it’s Hilary Kramer pitching us as she tries to recruit subscribers to her GameChangers service […]
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I’m still able to generate some enthusiasm about specific stocks that I think are appealing enough to buy at these prices… but I find it very hard to be optimistic in a macro sense right now, it really feels to me as though the market is whistling past the graveyard and being far too sanguine […]
We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
I shared a brief Trade Note yesterday about the sale of part of my position in Innovative Industrial Properties (IIPR), and I promised to go much more in depth in my thinking today… so strap yourself in. (And if you don’t care about IIPR at all or aren’t interested in “bear attacks”, you can skip […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
It’s been a wild week. The mood was still pretty upbeat on Monday and Tuesday, a little anxiety but a lot of complacency (including mine)… I was in Toronto early this week, with plenty of hand washing and hand sanitizer but no real signs of panic or changes in lifestyle for most folks — the […]
It’s been a wild ride for the past couple weeks of coronavirus panic, and this week has been especially crazy (and still isn’t quite over)… though it’s encouraging that my Real Money Portfolio has been a little bit stronger than the market so far this year — partly because of brilliant stock selection, I’d like […]
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 […]
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 […]
Innovative Industrial Properties (IIPR) hit a stop loss yesterday thanks to a sector-wide collapse of marijuana stocks. The big news that hits IIPR directly this week was that MedMen dropped its plan to buy PharmaCann, which is IIPR’s biggest tenant, so I did take the somewhat cautious step of buying a few protective puts just […]
The competition for your brokerage account has gotten fierce again, which is great news for investors. There’s no longer any reason to pay brokerage commissions for buying or selling stock… which makes it so much easier for small individual shareholders to be slow and gradual in their portfolio-building, and I think that’s great — don’t […]
Today I’ve got a few portfolio moves to share with you that go against the Wall Street mantra (“sell your losers, let your winners run”)… last night I sold my position in Kweichow Moutai in China — this is a fantastic company, mostly because they have insanely high profit margins on their signature Moutai liquor… […]
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 […]
Another week of fussing about macro issues that we can neither control nor predict, what fun! The Federal Reserve did exactly what the market demanded in cutting rates, but the market was still mad because they failed to promise that they would give us each a pony. President Trump seemed angered by the lack of […]
The RiskHedge folks are starting a new newsletter called Disruption Investor, and they’d like you to be a “founding subscriber” ($49/yr) — it looks like this will be one of those technology-focused “entry level” newsletters, helmed by Stephen McBride. What do I mean by “entry level?” Some publishers call this their “front end” — they’re […]
A happy Friday to all of you out there in Gumshoeland… I’ve got a bunch of little stories to cover, starting with a chain of thoughts about some of the overvalued “cloud” stocks that have generated a little news in recent days, and then I’ll provide a few updates on other stocks, and a couple […]
Happy Friday! Let’s start you out with my favorite article that I read this past week: Michael Batnick’s Twenty Craziest Investing Facts Ever. Go read it whenever you’re convinced that you know what is going to happen over the next few weeks… or even the next few years. So… what’s going on in the portfolio […]
Today it’s time for a look at another overheated James Altucher pitch, this time for Altucher’s Top 1% Advisory ($2,000, no refunds) The big idea this time is that he’s teasing a “social media killer” and, of course, “one little company” that he thinks will be the big winner of this “killer” trend. What is […]
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 […]
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, […]
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 […]
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 […]
Matt McCall’s entry level newsletter Investment Opportunities (currently $49/year) is being advertised with a promised “free” special report about the three stocks you need to own before more states legalize sports betting… perhaps as soon as September 6. What’s so special about September 6? That’s just a guess that more attention will come to this […]
Today we’ve got a bonanza of content for my favorite people (yes, that’s you!) — a couple quick teaser solutions to close out the week, which morphs right into one little transaction in my portfolio, and then an update on a few other things that are going on with Real Money Portfolio stocks. Ready? OK, […]
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 […]
Sometimes we just need to take a step back. On Tuesday, we were headed into a devastating trade war, with a third of our exports to China subject to punishing tariffs (in response to the tariffs proposed on more than 10% of their exports to the US)… by mid-afternoon on Wednesday, the trade war is […]
I’m full into “Annual Review” mode now, when I make sure to take a good hard look at each holding in my portfolio — some of my positions are very long-term oriented and don’t often come to mind except as thoughts of, “yes I’ll probably still hold this one pretty much forever” wash through my […]
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 […]
So what’s going on in the world this week? Uranium caught my eye… dominant uranium miner Cameco (CCJ) is suspending production at some of their Saskatchewan operations, so the other uranium names took that as a good sign, with the juniors in the space seeing their stock prices pop (the whole sector, as represented by […]
Weekly escalations in nuclear threats, record-breaking hurricanes… what is it going to take to shake investor sentiment for more than 24 hours? The S&P 500 is ending the week only down about a third of one percent, gold is up less than 2%, this is a market that is reacting to headlines pretty quickly… but […]
Fridays are the day I write for you, my dear Irregular friend, so this time you’re getting a teaser solution that I’ve been inspired to write about today, plus a few updates on my Real Money Portfolio stocks. First, those (pretty minor) updates… One of the worst-performing stocks I own over the past year or […]
We’ve seen some real shift in the dollar, interest rates, and gold over the past week or so, driven, it seems, mostly by the geopolitical risk that is headlined by Syria — I don’t have any idea how that will resolve itself, but under President Trump and his ability (and seeming inclination) to create “black […]
For those who were interested in the spiel about Chris Mayer’s special “Skype Call” that I wrote about earlier in the week, I thought I’d loop around on that — yes, he was talking up the potential of mutual conversions (he usually calls them “thrift conversions”), and I actually listened to most of the presentation […]
I’ve got quite a lot to share as I close out my annual review process, looking at each stock I own in some detail and updating my opinion on it for you. First I’ve got the last few stocks that don’t fit into one of the sectors I’ve covered so far over the past month, […]
This is not a fundamental look at any of these stocks, but just a quick update on my personal portfolio. Like you, I have many priorities in my life… and some of those priorities changed a bit over the last week or two, so we’re considering some real estate transactions that make it important for […]
This is just a quick note to let the Irregulars know that I’ve added to my holdings in Walt Disney (DIS) after their somewhat tepid quarter and negative investor reaction. I still consider this to be an extremely high quality franchise — the worries about relative weakness in the media networks, particularly ESPN (which typically […]
Today, we take you back to 2012… The Motley Fool is promoting it’s “$2.2 Trillion War for your Living Room” stocks again, and the ad is almost identical to the version that first started circulating in the Fall of 2012. That’s not all that shocking, of course — once a newsletter publisher finds an ad […]
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, […]
As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]
Just a quick note to register that I bought a few more shares of Disney (DIS) after the post-earnings dip below $90. I continue to think this blue chip management team and collection of brands and assets is worth owning for the long term, and that current pricing assigns too high a panic level to […]
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 […]
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 […]
A fairly quiet week in Gumshoedom — we’ve also got a new column from Dr. KSS today, which you can see here, and what follows is my “Friday File” thoughts on a few investments I’ve written about recently. I spoke with Sven Weber, manager of the SharesPost 100 Fund (PRIVX) on the phone earlier this […]
Apparently Apple had some sort of news this week, and I guess the Federal Reserve is supposed to do something next week, eh? Well, there are thousands of market pundits who will tell you all about those things — and dozens who will tell you that the world is going to start coming to an […]
When looking into “buy the correction” ideas, a key problem is getting your head around when a stock has finally “blown off” any excess valuation — fundamentals aren’t falling for most stocks, at least not for the stronger, growth-oriented names in the market, but the stocks are falling anyway… why? Well, obviously we have the […]
It’s been a heckuva week, eh? I have no idea whether this is really the “capitulation” washout that so many investing pundits have been looking for, or whether we’ll keep falling on Monday or will bounce back after the week ended so roughly, but I do have a couple thoughts to share with you about […]
Well, and we also love you — of course. Just wanted to make sure you know that on this lovely Valentine’s Day. We are inundated every day with email ads that our loyal readers forward on to us, and we appreciate every one — we want to know who’s promising you 1,000% returns, or who’s […]
That’s our pitch today — that the new “themed” technology investments being teased by the Motley Foolians are as good as David Gardner’s push for AOL and Amazon.com back in the days before the Motley Fool published their current Stock Advisor newsletter. The ad letter actually comes in from a different Fool employee, Todd Etter, […]
Few terms get as much of a rise out of investors as “10 bagger”, the term popularized by Peter Lynch that refers to a stock that increases 10 times in value — and perhaps for good reason, since these kinds of hyper growth stories, even if they take a decade or more to unfold, are […]
Marvel (MVL) continues to be a very strong performer this year — Iron Man has raked in the cash after becoming the first real blockbuster of the Summer, and that continues to rake in the earnings even with the relative disappointment of the latest Hulk movie. Even though this stock has been repeatedly touted by […]
The oft-noted “Best Stock Ever” from the Motley Fool, which has been teased by them more times I can count, is Marvel, the comic book and movie juggernaut. David Gardner at the Fool did a fabulous job of picking this one up out of the swoon it was in down in the single digits several […]
Well, I had a large irritation in my personal portfolio today — a margin call because my broker messed up some options transactions, but there’s no reason for you to care about that. What you might care about is that I promised to let you know what happens in my portfolio … so today, I […]
A few of you might remember when a Motley Fool article got turned into a naked teaser for one of their newsletters (usually the articles have more to them than that). It was by Tim Beyers, who I like and who has written some great stuff over the years, but it was essentially just an […]
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Same here in US, I am in Pacific N0rthwest (still Friday April 12); 13 year old granddaughter on youtube constantly, and...
Extraordinary morning for Disney (DIS) today! It's a little shocking to see a behemoth like Disney jump 10% at the open...
I'll concede with Travis that it is HEAR. It seemed like a weak connection, but Altucher is pitching the e-sports trend ...
Thanks for catching my typo on the Real Money Portfolio page, I'll fix that for the next update....