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Johnny Terawatt

Microblogs

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 […]

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 […]

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 […]

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 ) […]

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

On Friday File: Big Ups and Downs -- Who's Still a Buy, Who's a Sell, What Have we Learned?

Just to let you know, this article doesn't come up when I click on the Premium Content link (found it with Most Recent Articles link).[...]

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On Friday File: Big Ups and Downs -- Who's Still a Buy, Who's a Sell, What Have we Learned?

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[...]

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On Unveiling Four Undervalued Companies teased by Boyar Research

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 [...]

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On Friday File: Fill up your Snifter

Thank you for taking the time to respond--I forgot about the portfolio spreadsheet.Cheers and enjoy your weekend![...]

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On Friday File: Fill up your Snifter

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[...]

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On Friday File: Diversifying Away From Yourself

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[...]

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On Friday File: Annual Review Kicks Into Gear -- Updates on Alphabet, Amazon and more...

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[...]

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On February Idea of the Month -- Oil Services

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 [...]

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On Microblog: A Nuclear Power Uprate for Your Portfolio

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![...]

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On Microblog: teaser about sound laser

Parametric Technologies (PAMT) http://www.parametricsound.com[...]

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On Prime Time for Royalties

Thank you, from a loyal Irregular.[...]

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On Prime Time for Royalties

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?[...]

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On Microblog: A Nuclear Power Uprate for Your Portfolio

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 [...]

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On Microblog: Having Our Yellowcake and Eating it Too: Paladin Energy

A recent bit of relevant information. Cameco just had its conference call and the CEO confirmed that the Megatons to Megawat[...]

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On Microblog: Having Our Yellowcake and Eating it Too: Paladin Energy

That would be "The tsunami at Daini..."[...]

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On Microblog: Having Our Yellowcake and Eating it Too: Paladin Energy

i at Daini was actually higher than the one at Daiichi. TEPCO reported their "tentative assessment of the heigh[...]

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