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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Amazon (AMZN)
Lockheed Martin (LMT)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
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Friday File
Ready Capital (RC)
Hovnanian Enterprises (HOV)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Model N (MODN)
Alphabet (GOOGL GOOG)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Technology
Perimeter Solutions (PRM)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Big Picture / Asset Allocation
Boston Omaha (BOC)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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The Oxford Club
Triple Flag Precious Metals (TFPM/TO)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Earnings Updates and Resets
February 24, 2023
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Annaly (NLY)
Brown & Brown (BRO)
T Bills
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Medtronic (MDT)
Liberty Media
Johnson and Johnson (JNJ)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Enerplus (ERF)
CF Industries (CF)
Leonardo (LDO/MI FINMF FINMY)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Brookfield Property Preferred
Energy Transfer Partners (ETP)
Energy Transfer Preferred
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Reinsurance (BNRE)
Fluence
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Electronic Arts (EA)
Friday File
Roku (ROKU)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Shopify (SHOP)
Amerco (UHAL)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Nouriel Roubini
Construction Partners (ROAD)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Big Picture / Asset Allocation
Carrier (CARR)
Compass Minerals (CMP)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
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Inflation
FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
Friday File
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Ginkgo BIoworks (DNA)
NewLake Capital Partners (NLCP)
The Trade Desk (TTD)
From
Stock Gumshoe
This $22 Stock Pays You 11.3% Yield – and Makes Inflation Hassles Disappear
February 01, 2022
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Best Dividend Stocks
Dividend Stocks
Dividend Payers
From
Money Morning
Friday File: Smoke in the Box
September 03, 2021
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Constellation Software (CSU/TO CNSWF)
DocuSign (DOCU)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Another High Yielder to Light Up the Portfolio
August 13, 2021
Tickers
PSMMY
Tags
Persimmon (PSN/L
Brown & Brown (BRO)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
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