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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
Propel Holdings (PRL/TO PRLPF)
Verses AI (VERS/NEO VRSSF)
Axcelis (ACLS)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
AON (AON)
Brown & Brown (BRO)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Playtech (PTEC/L PTYCY PYTCF)
Flutter (PDYPY)
MGM Resorts (MGM)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
John Deere (DE)
The Big Secret on Wall Street (This Week)
Stocks
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Turkey of the Year
Stem (STEM)
Frank Curzio
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Software Circle (SFT/L)
Alphabet (GOOGL GOOG)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Qurate Preferreds (QRTEP)
Apple (AAPL)
Trade Note
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
SoundHound AI (SOUN)
Palantir (PLTR)
BigBear/ai (BBAI)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Michael Burry
Hanesbrands (HBI)
Bruce Flatt
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Royalty Pharmaceuticals (RPRX)
Coherent (COHR)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Options or Futures
Friday File
S&P 500 ETF (SPY)
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
American Tower (AMT)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Nasdaq ETF (QQQ)
Dodge & Cox Stock (DODGX)
Marc Lichtenfeld
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Asset Management (BAM)
Novonix (NVX/AX NVNXF)
Berry Petroleum (BRY)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Markel (MKL)
Lagercrantz (LAGR/B/ST)
Trulieve (TRUL/CX TCNNF)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Shopify (SHOP)
Big Picture / Asset Allocation
Icahn Enterprises (IEP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Albemarle (ALB)
Goosehead Insurance (GSHD)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
American Tower (AMT)
Big Picture / Asset Allocation
Hercules Technology Growth Capital (HTGC)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Ferrari (RACE)
Friday File
Wal/Mart (WMT)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
Jim Chanos
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Polestar (PSNY)
Big Picture / Asset Allocation
Gold/Precious Metals & Mining
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
Cameco (CCJ)
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Technology
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Big Picture / Asset Allocation
Trulieve (TRUL/CX TCNNF)
Rolls/Royce (RR/L RYCEY RYCEF)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Altius Renewable Royalties (ARR/TO ATRWF)
IonQ (IONQ)
Sprott Inc/ (SII)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Brookfield Property Preferred
Brookfield Corp (BN)
Energy Transfer Partners (ETP)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Asana (ASAN)
Aqua Metals (AQMS)
Cryptocurrencies
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Lithia Motors (LAD)
New York Times (NYT)
Antero Resources (AR)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Amerco (UHAL)
Trade Note
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
Perimeter Solutions (PRM)
From
Stock Gumshoe
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