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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
Verses AI (VERS/NEO VRSSF)
Axcelis (ACLS)
Kopin (KOPN)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Boston Omaha (BOC)
Artificial Intelligence (A/I/)
Willis Towers Watson (WLTW)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
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Howard Marks
Bespoke Investment
Liz Ann Sonders
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
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Porter & Co/
PayPal (PYPL)
John Deere (DE)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
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Turkey of the Year
Stem (STEM)
Frank Curzio
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Chris Mayer
Universal Music Group (UMG/AS UMGNF)
Liberty Braves (BATRA BATRB BATRK)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Shopify (SHOP)
Broadridge Financial Solutions (BR)
Brookfield Infrastructure Partners (BIP)
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
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Symbotic (SYM)
IonQ (IONQ)
Alphabet (GOOGL GOOG)
From
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Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Big Picture / Asset Allocation
Partners Value Investments LP (PVF/UN/V)
Friday File
From
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Toast (TOST)
Brookfield Corp (BN)
Friday File
From
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Monday File: A Trade Note about Hedging
July 31, 2023
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S&P 500 ETF (SPY)
Hedging
Big Picture / Asset Allocation
From
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Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
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Crown Castle (CCI)
American Tower (AMT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
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Berkshire Hathaway (BRK/B)
Intuitive Surgical (ISRG)
ALPS Alerian MLP (AMLP)
From
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Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Bloom Energy (BE)
Big Picture / Asset Allocation
Syrah Resources (SYR/AX SYAAF)
From
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Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Big Picture / Asset Allocation
Markel (MKL)
Lagercrantz (LAGR/B/ST)
From
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Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Shopify (SHOP)
Icahn Enterprises (IEP)
Big Picture / Asset Allocation
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Cloudflare (NET)
Alphabet (GOOGL GOOG)
Stocks
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Innovative Industrial Properties (IIPR)
Foreign Investments
Teqnion (TEQ/ST)
From
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Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Wal/Mart (WMT)
Friday File
Ferrari (RACE)
From
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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ETFs or Mutual Funds
C3/ai (AI)
Canadian Pacific (CP)
From
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Coherent (COHR)
Lumentum (LITE)
Qurate Preferreds (QRTEP)
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
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Activision Blizzard (ATVI)
NATKY)
Dan Ferris
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Life Storage (LSI)
Technology
Big Picture / Asset Allocation
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Ascend Wellness (AAWH)
BP (BP)
ConocoPhillips (COP)
From
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Top Teasers of 2022
December 28, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Dividend Hunter
ChargePoint (CHPT)
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Income Investing
Amerco (UHAL)
Carbon Streaming Corp/ (NETZ/NO OFSTF)
From
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2022 Turkey of the Year
November 22, 2022
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Empire Elite Growth
Limelight Networks (LLNW)
Technology
From
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Barry Rosenstein
Ginkgo BIoworks (DNA)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Toast (TOST)
Friday File
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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The Trade Desk (TTD)
Alphabet (GOOGL GOOG)
Perimeter Solutions (PRM)
From
Stock Gumshoe
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