Forbes has an investment letter that they tease on their site. Right now they are teasing 12 top stocks. Does anyone subscribe to them? I’d be interested to know the stocks and reasons. Are they just regurgitating large cap picks or do they have some smart SMID picks?
Microblogs
February 2, 2015
New Nick Hodge tease: The Big Switch
His new tease focuses on palladium and platinum re catalytic converters. It makes sense. Price will need to be right. What is the big switch?
Recent Author Comments
Posted on October 27, 2023
Posted on May 12, 2023
I have used Chaikin Money Flow for 20+ years. It is very effective when used with RSI, MFI, MACD and volume weighted measures. I’ll even overlay Elliott Wave to see if there’s a pretty picture. That said, his website sucks. They’ve built it for crap.[...]
Posted on August 7, 2022
IMHO, Ford is in front on not only the F-150 Lightening with all it's built in buyers, but the Mustang Mach E is going to catch Model Y fast. I told folks to buy F in 2020 under $7 and we're buying more now. Ford has three key advantages: their focus is pe[...]
Posted on January 13, 2022
We bought CALX in 2018 in single digits. We've sold about 80% of our holdings the past few months. It's run is about done. If this market turns south, CALX will be one of the first things we sell out of all the way. If it gets to the $20s we'd buy it back.[...]
Posted on November 25, 2018
Stansberry and Sjuggerud have been touting the "melt up" since at least Q4 2015. It's a recycled pitch. It might be right, but I think you'll want to sell the rips unless there is a trade deal and/or the Fed backs off. That said, I've been buying QQQ and o[...]
Posted on April 9, 2018
I can confirm it's 8point3. OilPrice.com is giving the report away now without obligation if you're on their email list. Junk report. CAFD got bought out cheap. The perovskite have some potential. See PopularMechanics: https://www.popularmechanics.com/tec[...]
Posted on April 12, 2017
Here's some important reading to do with regards to this: MSCI Shuns Most of China's $7 Trillion Market in Index Proposal https://www.bloomberg.com/news/articles/2017-03-23/msci-pares-down-china-stock-inclusion-proposal-as-hurdles-remain Here's a link [...]
Posted on February 23, 2017
CAFD is a core holding for me. I rec'd it to my Twitter followers as a free stock pick f the month. This "Yield Co" has very good financials and is undervalued due to solar correction and I think aftermath of SunEdison Yield Co implosions. I put current f[...]
Posted on November 26, 2016
The nine stocks are broken into three groups: Smart World Stocks: Alphabet, Biadu and Facebook Smart Data Stocks: Splunk, Palo Alto, Zillow Smart Device Stocks: Tesla, NXP Semiconductor, Skyworks SolutionsI've done a thorough analysis to Tesla and t[...]
Posted on September 18, 2016
Great post Herbalix[...]
Posted on September 18, 2016
I have read all of Rickards books. He's a good analyst, but more than anything he's a self-promoter who in my opinion has something very wrong. He believes the dollar will collapse imminently. He's believed that a while now.As I've published in MarketW[...]
Posted on May 4, 2015
The Exact (EXAS) short was a terrible idea by Tilson. Fundamentally he simply didn't understand the company, the problem or the solution. I've been long the company since 2008 and written about it on MarketWatch more than once: http://www.marketwatch.com[...]
Posted on May 4, 2015
So, here's what a good analysis of EXAS looks like: http://www.marketwatch.com/story/a-very-exact-opportunity-in-biotech-2014-04-04 Exact Sciences Cologuard test will take over the FIT market (remember, it includes an FIT) about as fast as FIT took over[...]
Posted on October 4, 2014
Go watch baseball now though.[...]
Posted on October 4, 2014
Take another look. The model has massively changed. The math really stacks up well as a supplier to OEMs. Allows OEMs to cut R&D expenses by working with Westport. Old management was arrogant thinking they'd displace existing manufacturers.[...]
Posted on October 4, 2014
Travis, unfortunately you're wrong again on Westport. It's understandable given the history of a bad business model and burning investors. However, the company really started becoming compelling this year as they move from being a manufacturer of engines t[...]
Posted on July 7, 2013
no edit function, hit sent too quick, they spent an enormous amount on the hq. They should have put their silicon valley attitude on a shelf and built in Sacramento where they could have spent a third of what they did. Getting staff would have been no prob[...]
Posted on July 7, 2013
Linked in has a few problems that are going to be difficult to overcome. I have researched LinkedIn extensively. From what I can tell the company has some monumental problems and some problems. Here's two that are easy to understand. First is that they ar[...]
Posted on April 10, 2013
Good analysis. If anybody wants to speculate on heavy to light tech, look at Ivanhoe Energy (IVAN), they have a real tech and real assets. Still might go BK, but they have a shot. Spec money only.[...]
Posted on April 7, 2013
Very good article.[...]
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I have subscribed to old and new versions of the Chaikin service run by Stansberry. The old was terrible and the new one is okay, but not any better than just having a TradingView subscription. I have used Chaikin Money Flow and oscillator for 10+ years. G[...]