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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Chubb (CB)
Atlas Energy (ATLE/V CANSD)
ALPS Alerian MLP (AMLP)
From
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Royal Gold (RGLD)
Universal Music Group (UMG/AS UMGNF)
Big Picture / Asset Allocation
From
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Friday File: Double Buy in Gold?
September 27, 2024
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Gold/Precious Metals & Mining
royalties
Brookfield Asset Management (BAM)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Thales (HO/PA THLLY THLEF)
Enovis (ENOV)
Danaher (DHR)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
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Intuitive Surgical (ISRG)
AG Mortgage Investment Trust (MITT)
Hedging
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Alphabet (GOOGL GOOG)
options
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Brookfield Corp (BN)
Boston Omaha (BOC)
Foreign Investments
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Dream Finders Homes (DFH)
Boston Omaha (BOC)
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Oxford Income Letter
Enterprise Products Partners (EPD)
Friday File
From
Stock Gumshoe
Friday File: Earnings Updates and Resets
February 24, 2023
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Fluence
Series I Savings Bonds
Nvidia (NVDA)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Trade Note
Michael Burry
Friday File
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Leonardo (LDO/MI FINMF FINMY)
Rolls/Royce (RR/L RYCEY RYCEF)
BP (BP)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Income Investing
Disney (DIS)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Friday File
Stem (STEM)
Brookfield Reinsurance (BNRE)
From
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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The Trade Desk (TTD)
Kennedy Wilson (KW)
Big Picture / Asset Allocation
From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Friday File
EQT (EQT)
Big Picture / Asset Allocation
From
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Friday File: Prophets of Doom
October 21, 2022
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American Tower (AMT)
Atkore (ATKR)
Brown & Brown (BRO)
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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Intuitive Surgical (ISRG)
Amerco (UHAL)
Inflation
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Friday File: Inflation Protection
September 16, 2022
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Series I Savings Bonds
Friday File
Income Investing
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Friday File
The Trade Desk (TTD)
From
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This $22 Stock Pays You 11.3% Yield – and Makes Inflation Hassles Disappear
February 01, 2022
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Dividend Payers
Income Investing
Best Dividend Stocks
From
Money Morning
Friday File: Smoke in the Box
September 03, 2021
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Big Picture / Asset Allocation
TransDigm (TDG)
AST SpaceMobile (ASTS)
From
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Friday File: Another High Yielder to Light Up the Portfolio
August 13, 2021
Tickers
PSMMY
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Brown & Brown (BRO)
AFC Gamma (AFCG)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
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