Annual Review — Technology
Today I continue my annual navel-gazing for you, as I look at each position in my portfolio — though this year, as I mentioned in our kickoff last week, I’m changing the way I describe, report and...
View ArticleAnnual Review – Income
We’re closing in on the end of my annual navel-gazing exercise in portfolio review, and today it’s time to look at the “income” stocks in my portfolio. During the week next week I’ll catch up with a...
View Article“Warren Buffett’s Next Target” teased by Wealth Daily
I’ve gotten a few questions about Jason Williams’ free Wealth Daily article on Friday that hinted at “Warren Buffett’s Next Target,” so I thought we’d take a moment to throw those clues into the ol’...
View ArticleFriday File: Earningspalooza Begins!
I’ve got some notes (mostly brief, I hope) to share about the various quarterly earnings reports that have hit my Real Money Portfolio stocks this week… but I have gotten a pile of reader questions so...
View ArticleInternet Royalties: “Why Google is Contractually Obligated to Pay You Up To...
Seriously? Google’s obligated to pay you every month? Well, kind of. But no, not really. This teaser pitch came in from Briton Ryle and the Angel Publishing folks a few times over the past week as...
View ArticleFriday File: Interest Rates, REITs, Bitcoin and Berkshire
Lots of folks have been asking me about Bitcoin and Ethereum and the other alt-currencies of late, for obvious reasons (well, it’s obvious why folks are curious about it — far less obvious why anyone...
View Article“Digital Rent Checks”— What’s the “Facebook CEO pays millions for DIRT?”...
This article originally appeared on January 24, 2017. It has not been updated. This ad has generated quite a few questions from Gumshoe readers, and I’ll agree that it sounds pretty enticing (of...
View ArticleMega Friday File: Portfolio Updates, Rick Rule’s 7 Deals, and Curzio’s Little...
We’ve got a veritable smorgasbord for you this week — first, a quick update on one of our Real Money Portfolio stocks, then I’ll take a very quick look at the “Seven Deals” teased by the new Rick Rule...
View ArticleCan you really “‘Backdoor’ Fortune 500 Accounts?”
These kinds of ads always include some huge numbers that sound really, really impressive… here’s a little bit of the intro from the latest ad for Briton Ryle’s The Wealth Advisory: “*Jim T. collected...
View ArticleFriday File: Facebook, Alphabet, Amazon and other portfolio updates
This week I’m breaking up the Friday File into two parts — there was a clamor of request to cover the latest “Code of Life” teaser pitch from Michael Robinson, so I did that for you in a separate piece...
View ArticleFriday File: Social SPAC, Criteo, Bitcoin and Data Centers
I’ve already shared the major portfolio change I made this week, adding that IPO to my Real Money Portfolio yesterday, and I have also separately posted my notes and thoughts from the CNBC Delivering...
View ArticleFriday File: Tech Happy, Gold, Uranium and Insurance Sad
Well, we finish out the week with yet another dramatic performance from the market-dominating tech stocks. Alphabet (GOOG) did better than expected and popped a bit, climbing further through the day,...
View ArticleFriday File: Bitcoin, Volatile Week, Two Sells and a Buy
How about that bitcoin, eh? Those of you who’ve been following my personal portfolio and reading these Friday Files closely know that I sold pretty much all of my cryptocurrencies back in September,...
View ArticleFriday File: Blockchain Week ends, Two Buys, One Sell and some portfolio...
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...
View ArticleFriday File: Real Money Portfolio Update
I’m not going to get as much of a start on the Annual Review as I hoped today, since I took some time to answer the urgent queries about Dr. Kent Moors’ latest LNG pitch and also posted some thoughts...
View ArticleFriday File: Annual Review Continued, including two Buys
And our Annual Review proceeds apace… on a day when the market is showing signs of actually having a meaningful correction, thanks to Friday jitters and inflation worries and rising interest rates… so...
View ArticleFriday File pt. 2: Annual Review continues
A few more company updates for you as we finish up the Annual Review… almost done now, though a couple stragglers remain. Medical Properties Trust (MPW) ~2% position, $9.87 cost basis, currently ~12$....
View ArticleFriday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a...
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so...
View ArticleFriday File: Portfolio Hodgepodge — One New Speculation, an Add-on Buy, and...
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...
View ArticleFriday File: Miracle Mist, “The Only Pot Stock” and much more…
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,...
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