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December 11th, 2017
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Latest News about WESCO (WCC)
Recent news which mentions WESCO (WCC)
Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
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Versamet Royalties (VMET)
Brookfield Asset Management (BAM)
Acacia Research (ACTG)
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Friday File: Q1 Earningspalooza
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Teqnion (TEQ/ST)
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Friday File: Who’s Buying What?
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Standard Bio Tools (LAB)
Pershing Square Holdings (PSH/AS PSHZF)
Markel (MKL)
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
May 10, 2024
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Brookfield Corp (BN)
Lowe's (LOW)
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Advanced Micro Devices (AMD)
Nvidia (NVDA)
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Friday File: Best of 2023
December 22, 2023
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Commodities / Natural Resources
Shopify (SHOP)
WESCO (WCC)
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
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Charlie Munger
Occidental Petroleum (OXY)
Alphabet (GOOGL GOOG)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Apple (AAPL)
Big Picture / Asset Allocation
Brookfield Corp (BN)
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Friday File: Earnings Hits and Misses
August 04, 2023
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Trade Note
WESCO (WCC)
Shopify (SHOP)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Goosehead Insurance (GSHD)
Marc Lichtenfeld
Black Stone Minerals (BSM)
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Friday File: Expensive Stocks, How Worried Should We Be?
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Topicus (TOI/V TOITF)
Domino's Pizza (DPZ)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Cisco (CSCO)
WESCO (WCC)
Dino Polska (DNP/W DNOPY)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Northrop Grumman (NOC)
BWX Technologies (BWXT)
Porter Stansberry
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Friday File — WESCO, Icahn and more…
May 05, 2023
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GOLD
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WESCO (WCC)
Icahn Enterprises (IEP)
Illumina (ILMN)
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Friday File: Royalties Worth a Buy?
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Royalty Pharmaceuticals (RPRX)
Vertex (VRTX)
Altius Minerals (ALS/TO ATUSF)
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Friday File: Hits and Misses on the Earnings Front
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Friday File
Coca Cola (KO)
Brookfield Asset Management (BAM)
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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CF Industries (CF)
Huntington Ingalls Industries (HII)
Atkore (ATKR)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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WESCO (WCC)
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Friday File: Prophets of Doom
October 21, 2022
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Altius Minerals (ALS/TO ATUSF)
Dan Ferris
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
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Keysight (KEYS)
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WCC: 25% down in a week.
June 20, 2022
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WESCO (WCC)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Alphabet (GOOGL GOOG)
Technology
Arthur J/ Gallagher (AJG)
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Innovative Industrial Properties (IIPR)
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Attractively priced Travis’ Real Money Portfolio stocks relative to his “buy below” targets
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Friday File: Warm Blankets and Rollercoasters
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MSC Industrial Direct (MSM)
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
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Friday File: Buying at lower prices, Selling at higher risk levels
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Innovative Industrial Properties (IIPR)
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