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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Big Picture / Asset Allocation
Sitio Royalties (STR)
Trade Note
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Friday File
Gold/Precious Metals & Mining
Income Investing
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Triple Flag Precious Metals (TFPM/TO)
DigitalBridge Preferreds
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Qurate Preferreds (QRTEP)
The Trade Desk (TTD)
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From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Hovnanian Enterprises (HOV)
AG Mortgage Investment Trust (MITT)
Super Micro Computer (SMCI)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Trade Note
Big Picture / Asset Allocation
Income Investing
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
Boston Omaha (BOC)
Brookfield Asset Management (BAM)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Sky Harbour (SKYH)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
Tags
Wheaton Precious Metals (WPM)
Medical Properties Trust (MPW)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Earnings Updates and Resets
February 24, 2023
Tags
Goosehead Insurance (GSHD)
T Bills
Keysight (KEYS)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Brown & Brown (BRO)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Atkore (ATKR)
ConocoPhillips (COP)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Innovative Industrial Properties (IIPR)
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Energy Transfer Partners (ETP)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
Tags
Brookfield Asset Management (BAM)
Icahn Enterprises (IEP)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Camping World (CWH)
The Trade Desk (TTD)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Technology
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Blackstone Group (BX)
Snap (SNAP)
Freehold Royalties (FRU/TO FRHLF)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Johnson Controls (JCI)
Roku (ROKU)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Friday File
Income Investing
Inflation
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Roku (ROKU)
NewLake Capital Partners (NLCP)
Cambria Tail Risk ETF (TAIL)
From
Stock Gumshoe
This $22 Stock Pays You 11.3% Yield – and Makes Inflation Hassles Disappear
February 01, 2022
Tags
dividend paying stocks
Dividend Payers
Income Investing
From
Money Morning
Friday File: Smoke in the Box
September 03, 2021
Tags
The Trade Desk (TTD)
Big Picture / Asset Allocation
ast space
From
Stock Gumshoe
Friday File: Another High Yielder to Light Up the Portfolio
August 13, 2021
Tickers
PSMMY
Tags
PubMatic (PUBM)
Metromile (MILE)
Persimmon (PSN/L
From
Stock Gumshoe
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