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Friday File: Earnings Season in Full Swing
July 26, 2019
Friday File: Selling and Buying in Big Insurance and Data Centers, and some Quarterly Updates
May 03, 2019
category MGM Resorts (MGM) , The Trade Desk (TTD) , Defiance 5G Next Gen Connectivity ETF (FIVG) , and 25 more.
Friday File: Stop Losses Everywhere, But so Much I ALMOST Want to Buy
December 21, 2018
category Fairfax India (FIH/U/TO FFXDF) , Big Picture / Asset Allocation , Fairfax Financial Holdings (FFH/TO FRFHF) , and 11 more.
Friday File: Buying Growth, Selling Mistakes… a Wild Week in the Real Money Portfolio
November 09, 2018
Friday File: Panic! … or maybe Don’t Panic!
October 12, 2018
Friday File: Stop Losses and Big Quarters
September 07, 2018
Friday File: Turmoil in Tech-Land, earningspalooza continues, plus some small buys and a couple new watchlist stocks
July 27, 2018
Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings
May 04, 2018
Friday File Part Two – Portfolio News and Updates (GOOG, SPACs, IQ, FB, INTC, SWKS, MKL)
April 27, 2018
Friday File: Possible Panic, Possible Buys and Sells
March 23, 2018
March 21, 2018
Friday File: Royalties, Scams, Buffett, and Gold
March 09, 2018
Friday File: Annual Review Continued, including two Buys
February 02, 2018
Friday File: Giant Tech Pre-earnings Thoughts
January 31, 2018
Friday File: Two Buys, Two Stop Loss Triggers, and earnings updates
November 03, 2017
category DoubleLine Shiller Enhanced Cape Fund (DSEEX) , Shopify (SHOP SH/TO) , Medical Properties Trust (MPW) , and 16 more.