Dutta

Author Archives

With an average gain of 81% I am thrilled as I didnt make the mistake I did with Sandstorm (holding the warrants too long and ultimately breaking even during my final exit a month back and surrending substantial gains). Like Africa Oil, I made a great profit but definitely nowhere close to the peak with […]

Travis has an uncanny ability to pick some really good stocks. One such one (at least from a price appreciation perspective) was UNXL. However, it wasnt going anywhere and both he and myself stopped following it (I sold my stake). I had purchased in back in 2011 when it was hovering around 4 dollars a […]

Hi Travis, Looking at Price to cash flows and PE, do you think Sand storm is overvalued? While they did sign the big deal recently, they’ve had an incredible run up prior to the NYSE listing and an almost parabolic growth after that. Earnings come in Nov. Seems like the stock has already priced in […]

Thought I’d share this with the community – especially given the focus here on SandStorm Gold (they’ve also been in the news lately). http://business.financialpost.com/2012/07/24/miners-forced-to-get-creative-as-traditional-financing-sources-dry-up/ While all of this seems to be to be great news for SandStorm over the long term (especially with gold prices holding steady – unlike coal and gas!), it does provide […]

Any idea what is happening with reliable energy for those of us on the PINK exchange? Just saw this, but not sure what it means to us in the US. http://www.stockhouse.com/News/CanadianReleasesDetail.aspx?n=8499001

Recent Author Comments

On Friday File: Pot Real Estate, Clouds and a Cautionary Tale

LOL. Same here, but slightly different story. I stayed in cash for too long and missed the rapid drop (the recovery was so fast I couldnt capture it). Worse, I purchased puts as the recovery happened through April and May and am on point to loose a lot. Y[...]

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On Friday File: Panic in the time of Purell

@Travis Johnson - excellent response as always. I will also add, based on my understanding, gold did sell off mid week, but bounced back. The royalty companies, miners etc sold of aggressively and have not recovered as much. This is likely because when[...]

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On Friday File: Panic in the time of Purell

37, been a subscriber since 2010 or 2011 - lifetime member now.[...]

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On Friday File: Panic in the time of Purell

Thanks Travis. Have you thought about buying points for DAL and other stronger airlines like Alaska? How about Carnival Cruise? It's an old company and they have many revenue streams from cruises - but I'm having a hard time parsing their cash and obligati[...]

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On Microblog: IIRP....what's up

I realize the comment was for Travis, but here is a quick take. There is a component of the price dropping because of the capital raise as you mention. The rest seems to be because of falling marijuana sector. The next TA point seems to be in the high 80's[...]

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On Friday File: Interest Rates, REITs, Bitcoin and Berkshire

Travis - how did you buy bitcoins?[...]

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On Annual Review: Natural Resources, Metals & Mining

Hi Travis, I did manage to buy the 2020 Northern Dynasty warrants, but cant find the 2021 (B) ones. Based in the US, using Fidelity. Any suggestions on the ticker? Also, would you recommend (for those looking to start) opening positions in DSEEX and[...]

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On Soda, Brazil, and Royalties

Hi Travis, have you considered late July, Aug or Dec calls on SODA?[...]

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On Friday File: Catchup on A Dozen Companies

Side note - am invested in most of these so the status update helps provide additional context .[...]

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On Friday File: Catchup on A Dozen Companies

Excellent writeup Travis as usual. Thanks![...]

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On VIC -- Winklevoss Twins and Bitcoin

Well, this has kind of started to implode.[...]

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On Thoughts on Some Recent Winners and Losers

Stan, I dont know. Seems like it went down on heavy volume as well. I dont think gold/metals/commodities will shine for a few years, esp if China slows down. Long term (10+ yrs) they are a good bet. Meanwhile recommend staying away - BUT, who knows???[...]

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On Thoughts on Some Recent Winners and Losers

Excellent and well researched article as always Travis. I did buy LGND when you first recommended it as well as PNC-WT. Thanks again for the tips. I've had the resource/streaming stocks on my watchlist for awhile now, but am not really sure when to jum[...]

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On Add-on to my 2018 Bet

SWEET! I have a decent size in PNCWT and Boston is on my watch list. I will nibble on a down day sometime next week or the week after. Appreciate the update Travis.[...]

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On Microblog: Thoughts from Myron -- Diamonds, Prospects and Meteors

Thanks Myron! This is really helpful (And appreciate your narrowed down choices compared to last months one!) I am looking into NAN, VMSTF, LUCRF further[...]

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On Updated Personal Top Holdings

Travis def doesnt try to sell things. That combined with his neutrality, lack of stubbornness, thoroughness, small ego (a rarity in this field) and data driven approach makes him the best thing to have ever happened in my short (started in 2009) stint mana[...]

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On "The ONE STOCK to get rich from Internet banking ... Big Banking's Little $20.8 Trillion Secret"

Thanks. I had INBK and BOFI on my watch list after reviewing the notes on the value investing conference. I am tempted to buy a position on INBK. I did buy a medium position into BOFI this week.[...]

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On Microblog: Disappointing SAND

For what its worth (a lot to me!) the fine folks at Investech dusted off their 1-2 yo analysis on gold (they were bearing as they felt it was in a bubble despite overwhelming opposition) and are still maintaining a likelyhood of 1050-1150 an ounce and not [...]

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On Microblog: Regret

Thanks Alain. I can't either, hence I jumped out (clearly too early lol), but from I see I can't find a reason to justify their valuation.[...]

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On Value Investing Congress -- Day Two

Thanks Travis, will review these and look forward to your filtered take. Dividend paying value plays make up the bulk of ny portfolio. This isn't exactly value but would appreciate a few profiles for irregulars on small (250mm and below) firms not in [...]

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