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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
CGX Energy (OYL/V CGXEF)
Verses AI (VERS/NEO VRSSF)
Arista Networks (ANET)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Toast (TOST)
Sky Harbour (SKYH)
Friday File
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Evolution (EVO/ST EVVTY EVGGF)
Foreign Investments
Caesars Entertainment (CZR)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
John Deere (DE)
Porter Stansberry
Porter & Co/
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Indivior (INDV/L INVVY)
Lion Electric (LEV)
Jim Rickards
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Friday File
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
WESCO (WCC)
Black Stone Minerals (BSM)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
John Deere (DE)
Verses AI (VERS/NEO VRSSF)
Braze (BRZE)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Brookfield Asset Management (BAM)
Autopilot
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Friday File
Par Technology (PAR)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
Big Picture / Asset Allocation
Options or Futures
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Big Picture / Asset Allocation
Teqnion (TEQ/ST)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Occidental Petroleum (OXY)
Pershing Square Holdings (PSH/AS PSHZF)
Marc Lichtenfeld
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
IonQ (IONQ)
Annaly (NLY)
Office Properties Income Trust (OPI)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Trulieve (TRUL/CX TCNNF)
Stocks
serial acquirers
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
WESCO (WCC)
Friday File
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Brown & Brown (BRO)
EQT (EQT)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Dividend Hunter
National Instruments (NATI)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Greg Abel
Berkshire Hathaway (BRK/B)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Tom Gayner
DigitalBridge (DBRG)
Exor (EXO/MI EXXRF)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Coherent (COHR)
MarketWise (MKTW)
Income Investing
From
Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
Tags
Toast (TOST)
Papa John's (PZZA)
Patterson/UTI (PTEN)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Big Picture / Asset Allocation
Microsoft (MSFT)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Technology
Trade Note
Trulieve (TRUL/CX TCNNF)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Rolls/Royce (RR/L RYCEY RYCEF)
IonQ (IONQ)
Bollore Group (BOL/PA BOIVF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Energy Transfer Preferred
Income Investing
Innovative Industrial Properties Preferreds
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Carvana (CVNA)
Ilika (IKA/L ILIKF)
Naked Wines (WINE/L NWINF MJWNY)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Alibaba (BABA)
Ginkgo BIoworks (DNA)
Disney (DIS)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Trade Note
Toast (TOST)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Kennedy Wilson (KW)
Big Picture / Asset Allocation
Electronic Arts (EA)
From
Stock Gumshoe
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