Stock Talk
Latest Episodes
Stock Talk - Investment Decisions - September 2019
With summer in the rear-view mirror, the markets hustle and bustle resumed in September, not that this past summer was sedate as I was making a fair number of investment decisions. The roller coaster continued. More trade trash talking. Flip-flops on a da
Stock Talk - My ROBO portfolio -mid-year review 2019
We’re half-way through the year and so I thought it would be a good time to check back into my ROBO portfolio to see how it’s doing and if there is anything interesting going on. I was all good to go on writing a very pedestrian update as the portfolio
Stock Talk - Investment Decision - Under Armour
Under Armour shares had been taking a beating recently, so I decided to take a look and see if there may be a good entry point.
Stock Talk - Investment Decision - Amazon
I really wasn’t looking at buying in to Amazon. I have been a bit of a critic of the company in the past, but a recent pull back in the stock combined with rumblings of regulatory oversight compelled me to take a look at the stock and weigh the possibilit
Stock Talk - Investment Decision - Square
What got me interested in Square was that it recently got beaten down on a “bad” earnings report, but when I took a bit of dive into it, I saw some interesting items. They recently sold it’s online food delivery platform Caviar. It was a money loser and
Stock Talk - Investment Decision - Alphabet
Google or Alphabet has been on my wish list for a long time, so when the stock started languishing in the low $1100’s, I thought I should take a look. There has been a lot of chatter of more regulatory oversight of the big tech companies including Alphabe
Stock Talk - Mind Mapping Asset Allocation Growth ETF's
One of ongoing challenges with my portfolio is I hold too much cash. A big reason is my ongoing pessimism on the valuation of stocks, so my risk tolerance has skewed to holding more cash. Given where I am in my life that’s not good. With the introduction
Stock Talk - My Last 100 Decisions 2019
The cornerstone of my investment coaching practice is to teach and engage with people on how to educated and ultimately successful investment decisions involving stocks and Exchange Traded Funds (ETFs). Its one thing to teach this stuff. Its another th
Stock Talk - Summer Investment Decisions - Part 3
August arrived with a bang. The market barely had a chance to digest the recent lowering of interest rates by the Federal Reserve, and the subsequent strange messaging that this would be a one time deal. The market did not like that. To make this even mor