Stock Gumshoe

This one is probably a few weeks old, going by the share price in the teaser, but it still might be interesting to folks … it is, at the very least, a truly unique investment. Good or bad, you can decide when you know the facts … but certainly unique.The teaser is from Yiannis Mostrous for Silk Road Investor, which we’ve seen a few times in the past — most recently, I think, when he was teasing Lukoil as a Russian investment … an idea which is up about 25% in about eight months. As you can imagine from the name of his investment newsletter, he focuses on Asian Read the rest of this entry »

This one will be a bit of a quickie, I’m working on a much longer one for tomorrow so we’ll see what we can churn out for you today.

The teaser comes in from Louis Navellier for his Quantum Growth service, who in typical exuberance tells us that …

“The opportunity of a lifetime is at hand and there’s simply no stopping it. Louis Navellier here and a tidal wave of U.S. pension money is about to pour into the Brazilian banking system and make you 65% to 75% richer in the next 17 days.” Read the rest of this entry »

OK, so that headline is a little bit deceiving — the ad is for Bottarelli Research Small Cap, and much of it was indeed about what they thought was the most undervalued stock in the S&P 500. But they also told us directly what it was.

So we know that Bryan Bottarelli thinks that Titanium Metals is the most undervalued stock in the big cap index — this email came in late last week, and at the time the shares were at 15 and change … they’ve since jumped up by a couple dollars to near $15, on relatively good earnings news (though keep it in perspective, the shares were near $50 when Jim Cramer was yelling about them every day and they were universally beloved a couple years ago).

But he also said he had two other good ideas for us in the ad, so let’s figger out what Read the rest of this entry »

Man, the Green Chip guys are busy. First they got going with the Alternative Energy Speculator service, which we’ve looked at a few times, and now there’s another service of theirs that I’ve never looked at, Green Chip International.

Seems to be the mantra of the newsletter business: keep launching new services or die. This one will set you back $249, and it’s run by Nick Hodges, Sam Hopkins, and Jeff Siegel.

Your favorite friendly Stock Gumshoe makes no such demands, and doesn’t have quite as many mouths to feed … so let’s just look and see if we can tease out this teaser, eh? Read the rest of this entry »

Just a quick note here for you, no complicated teaser to suss out.

I received a brief email from Steve Sjuggerud, one of those Daily Wealth missives, and in it he teased a recent recommendation as follows:

“For my paid subscribers, I uncovered an extraordinary opportunity – the “Hillary Trade.” I found a tech stock that happens to own half of a solar power company… and its stake in the solar company is worth more than the tech company’s entire stock market value!

“Out of respect to my paying subscribers, I can’t share that opportunity here. But there are other ways to make this bet… and spread your risk… For example, you could own one of a handful of alternative energy exchange traded funds (ETFs), like the PowerShares WilderHill Clean Energy Portfolio (PBW).”

Now, I obviously can’t be certain because that’s a pretty limited clue, specifics-wise … but I think I can be almost certain that this is teasing …

Cypress Semiconductor (CY)

Avid readers will remember that we looked at this one a little while back, as part of a writeup of a Navellier solar teaser … Cypress does own a bit more than half of SunPower, which technically isn’t quite worth more than CY’s market cap, but it is getting close, and you could make the argument that half of SunPower is worth more than $4 billion if you argue that SPWR is currently undervalued, as some folks do. Nothing of substance has changed at either company since the comments in this space a couple weeks ago.

I don’t know whether or not they’re right, but I do appreciate that SunPower is the big American company in this business, with the most efficient traditional solar panels and a good distribution network, and if Sjuggerud’s “presidential trade” is right and we’re going to see even more investment in solar energy under the next administration, this would be considered one of the leading companies to benefit — along, of course, with the other big ones like First Solar and Suntech power, and probably many of the tiny ones, too.

And just as an aside, my next door neighbor here in Washington, DC just had solar panels put on his roof, which he calculates will take about 20 years to pay for themselves even with the (fairly modest) federal tax credit — the city apparently doesn’t throw in more credits like California does. But who knows, if natural gas goes much higher and skyrockets electric rates, or he gets to sell his carbon credits someday, he might get to cut that number down significantly. And there’s the psychological benefit, too, even if you don’t consider the environmental benefits — he does seem to get a bit giddy when he stands out by the electric meter on a sunny day, watching the numbers roll backward.

The panels were put in by an authorized SunPower provider, by the way, who bragged about that connection with big signs on his truck.

And no, sadly, the installer was not Akeena Solar.