Does this suggest a continued move up?
Microblogs
Hey Travis, Chart makes equipment for liquifying gasses. You haven’t talked about it for quite a while and I owned it years ago. GTLS came to mind recently after the awful goings-on in Ukraine and discussion of weaning Europe off Russian gas. I understand they have been disfavored as a purely cyclical natural gas play […]
Silvergate has an intriguing bank model. Silvergate pays almost nothing on its deposits (liabilities) so earns an unusually high spread on the securities it invests in (assets). The Silvergate Exchange Network (SEN) connects the different crypto platforms (FTX, Coinbase, Gemini) so the growth of crypto trading has enabled Silvergate’s deposits to grow rapidly. Because they […]
December 19, 2021
Thank you for CoresiteII
Travis, I can’t thank you enough for your recommendation of Coresite many years ago. I have a well-over 600% gain from it!! Unfortunately, I have to take the gain and pay the taxes because American Tower (AMT) just purchased Coresite for $170 per share cash. I know, there are worse problems to have. I’d like […]
August 18, 2012
DNA-based anti-counterfeit technology
I bet we’ll be hearing teasers for Applied DNA Sciences (APDN) soon. APDN makes markers based on sequences of botanical DNA that as far as I understand are completely un-copyable. The technology is good enough that the DOD has mandated chip makers use APDN”s technology (http://www.circuitsassembly.com/cms/news/13220-us-defense-dept-using-dna-to-combat-counterfeits-). The stock is up about 100% over the last […]
December 28, 2011
Having Our Yellowcake and Eating it Too: Paladin Energy
Fukushima Daini proved that nuclear power is very safe. That wasn’t a typo–Daini, not Daichi. Fukushima Number One (Daichi) is the infamous reactor complex. Fukushima Number Two (Daini) is seven miles down the coast and was also hit by the earthquake and tsunami. (Please see this striking images of the tsunami at Daini: http://depletedcranium.com/dainipics.jpg ) […]
December 27, 2011
A Nuclear Power Uprate for Your Portfolio
What would you say if I told you we could generate 20% more electricity from a nuclear power plant generate less waste and at the same time making the power safer? Lightbridge Energy (LTBR) has the recipe. Lightbridge started out in 1992 working on a fuel rod design that used thorium as a complement/alternative to […]
Recent Author Comments
Posted on February 18, 2024
Posted on February 18, 2024
Travis, thank you for TOST. I got in last Fall based on your discussions. Perhaps I'll raise a glass because I'm also up on Pernod-Ricard (via PRNDY) thanks to you!I had a similar ("Oh sh**!") moment with the announcement of the layoffs but had the pre[...]
Posted on February 18, 2024
Hi Travis.I don't know if you've been paying attention to Comcast (CMCSA) lately, but I wonder if the potential joint venture/partnership with Paramount Global (PARA) is a reason to take another look?It has a forward yield of 3.01%, 17:14 Strong [...]
Posted on January 27, 2024
Thank you for taking the time to respond--I forgot about the portfolio spreadsheet.Cheers and enjoy your weekend![...]
Posted on January 26, 2024
Hello Travis,I was fortunate enough to purchase PRNDY at about $31 on your recommendation for RI.PA earlier this month. I'm sorry if I missed it, but do you have a "buy under" price limit for the near-term. I'd like to scale into the position without g[...]
Posted on April 9, 2022
Hi Travis,It sounds like the PFIC issue is a deal-breaker for Exor. Is it the IRA aspect that makes it attractive to you at this point? It doesn't sound like something I'd want to have in my brokerage account.I understand you're not an accountant o[...]
Posted on February 6, 2022
Thank you for discussing WCC again, Travis. I saw the Barrons article and was pleased to see it confirmed your value thesis. I plan on buying a little more before they report.Do you have any sense of Wesco's ability to raise prices in this inflationary[...]
Posted on March 9, 2014
Thanks for the NOV suggestion, Travis, I've been thinking about getting back into it.I'm sure you don't need more energy ideas to sift through, but, what the heck, I'll throw them out there anyway. I'm a multi-year holder of Energy Recovery (ERII) and [...]
Posted on July 29, 2013
I'm not sure what happened today, but LTBR is up 96% with the second highest volume ever on no apparent news. It's still well below all-time highs but up substantially from when the article was written. CC on August 2nd may be interesting![...]
Posted on September 5, 2012
Parametric Technologies (PAMT) http://www.parametricsound.com[...]
Posted on August 2, 2012
Thank you, from a loyal Irregular.[...]
Posted on August 2, 2012
Travis, do you have any thoughts on Sprott Physical Silver (PSLV)? Does the drop associated with their recent follow-on offering make them attractive at these prices?[...]
Posted on February 13, 2012
LTBR is up 70% so far this year on high volume, almost all of that since 1 February. There hasn't been any news from Lightbridge but there are milestones they have said they expect to hit this quarter with their fuel fabrication and testing. The rise this [...]
Posted on February 11, 2012
A recent bit of relevant information. Cameco just had its conference call and the CEO confirmed that the Megatons to Megawat[...]
Posted on January 9, 2012
That would be "The tsunami at Daini..."[...]
Posted on January 9, 2012
i at Daini was actually higher than the one at Daiichi. TEPCO reported their "tentative assessment of the heigh[...]
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