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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Burford Capital (BUR)
W/R/ Berkley (WRB)
Shopify (SHOP)
From
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
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GOLD
Tags
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
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From
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Friday File: Double Buy in Gold?
September 27, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Brookfield Asset Management (BAM)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Diageo (DEO)
Friday File
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
S&P 500 ETF (SPY)
Black Stone Minerals (BSM)
DigitalBridge Preferreds
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
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From
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Friday File: Moving up in Quality
May 12, 2023
Tags
Gold/Precious Metals & Mining
DigitalBridge (DBRG)
Income Investing
From
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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)
Teqnion (TEQ/ST)
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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ALPS Alerian MLP (AMLP)
Triple Flag Precious Metals (TFPM/TO)
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Friday File: Earnings Updates and Resets
February 24, 2023
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Brown & Brown (BRO)
Nvidia (NVDA)
Fluence
From
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Friday File: More High Yield Speculation
January 27, 2023
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Qurate (QRTEA QRTEB)
Crown Castle (CCI)
John Malone
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trulieve (TRUL/CX TCNNF)
ConocoPhillips (COP)
Matson (MATX)
From
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Friday File: Nibbling on High Yields
December 23, 2022
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DigitalBridge Preferreds
Innovative Industrial Properties Preferreds
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From
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Friday File: What To Do With Brookfield?
December 16, 2022
Tags
Fluence
Friday File
Stem (STEM)
From
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Alphabet (GOOGL GOOG)
Broadridge Financial Solutions (BR)
WESCO (WCC)
From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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NVR (NVR)
Amerco (UHAL)
TikTok
From
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Friday File: Prophets of Doom
October 21, 2022
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WESCO (WCC)
Blackstone Group (BX)
Perimeter Solutions (PRM)
From
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Topicus (TOI/V TOITF)
Electronic Arts (EA)
Morgan Housel
From
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Friday File: Inflation Protection
September 16, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Big Picture / Asset Allocation
Income Investing
From
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Friday File: Hiding Places?
June 17, 2022
Tags
Franco/Nevada (FNV)
Gold/Precious Metals & Mining
Netflix (NFLX)
From
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This $22 Stock Pays You 11.3% Yield – and Makes Inflation Hassles Disappear
February 01, 2022
Tags
Dividend Payers
Income Investing
Dividend Stocks
From
Money Morning
Friday File: Smoke in the Box
September 03, 2021
Tags
NewLake Capital Partners (NLCP)
CoreSite Realty (COR)
Aravt Global
From
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Friday File: Another High Yielder to Light Up the Portfolio
August 13, 2021
Tickers
PSMMY
Tags
Yellowstone Acquisition Corp/ (YSACU)
AFC Gamma (AFCG)
Persimmon (PSN/L PSMMY PSMMF)
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