- wlk on Detease: Navellier’s “QaaS” to produce “Next NVIDIA” and “Bezos’ Next Trillion-Dollar Bet” / May 14, 9:13pm
NO, I Don't think America will accept a Newsom presidency unless they want to destroy this nation like as electing Trudeau has done to Canada...
Read More - youronlyhope on Tuesday File: What’s the Deal, Boston Omaha? / May 14, 8:42pm
I'll add that hopefully they are considering more frequent communication to stockholders. I think it will be necessary to help the stock price in the short to medium term....
- youronlyhope on Tuesday File: What’s the Deal, Boston Omaha? / May 14, 8:39pm
Thanks for the early article, it convinced me against option 3 which I'll admit I was contemplating today (before reading this post) and in hindsight too emotional and likely to be a bad decision. My fear in the medium term is that there is going to be a lot of selling pressure when/if more value buyers enter due to the amount of current stockholders in the same deep red predicament and sour taste...
- houseinpb on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 14, 6:58pm
I have a few hundred coins (silver) that came to me randomly over the decades (so I know little in terms of collecting).Seems like only 1 of 3 variables being discussed? While looking at the average premium vs the current on coins...wouldn't a main consideration be the price movement of Gold? For example if the premium closes the gap by 10% to the average for St. Gaudens coins, but the price ...
- Travis Johnson, Stock Gumshoe on Tuesday File: What’s the Deal, Boston Omaha? / May 14, 5:31pm
As luck would have it, Boston Omaha (BOC) released its quarterly earnings about an hour after I posted this articleNo surprises on the financial front, book value is essentially unchanged at about $17 as of March 31, with the most meaningful change on the balance sheet being a shift of funds over the Boston Omaha Asset Management after the end of the year... which should be in the process of m...
- davesan on Ray Blanco: “Did A.I. Just Find The Hidden Cure To Cancer?” / May 14, 5:15pm
Company is Exscientia PLC. (EXAI) UK company. The patent they tout as the future of biotechnology, GB2600154A (DRUG OPTIMISATION BY ACTIVE LEARNING), was withdrawn with a Not in Force Date of 22 Oct 2022. https://www.ipo.gov.uk/p-ipsum/Case/PublicationNumber/GB2600154 The company does have another drug optimization patent published 13 Dec 2023 which might be why the withdrew the patent that Ray ...
- Travis Johnson, Stock Gumshoe on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 14, 5:06pm
Good point. The internet has certainly helped with some solid online dealers... but it's also true that there are very few physical coin dealers left, so those who really like to deal in cash and keep it genuinely private are increasingly out of luck....
- timcoahran on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 14, 1:59pm
I once accepted 200 pieces of silver as partial payment on a sailboat. That was fun!...
- RB708 on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 14, 11:54am
I started buying K-Rands in the late '70's from a local coin shop. In December '79 the coin shop owner was interviewed on local Public Television. The gold price was in the news and he was asked about it's prospects. He appeared visibly nervous which I ascribed to being on television for the first time. He claimed that gold was going to break through the $1000 mark and go on to $2000. In Jan...
- Travis Johnson, Stock Gumshoe on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 14, 9:18am
Could be, I own some of both. What worries me is that most of the time Bitcoin actually trades like a 3X levered ETF on the Nasdaq 100... much better growth in price than gold over pretty much any timeframe, of course, but also only a couple decades of history, and lots of extreme volatility. Both are clearly seen as a "store of value" now, but there's a much higher risk of a 90% loss with Bitc...
- Travis Johnson, Stock Gumshoe on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 14, 9:11am
Thanks... fingers crossed that we won't need the insurance, but I agree that it helps calm the mind a bit....
- Travis Johnson, Stock Gumshoe on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 14, 9:10am
Hopefully we won't have the kind of dystopian outcome that would bring that distinction between collectible and bullion coins.And just FYI, even the good ol' American Eagle coin has a face value of only $50 these days, so not much more dramatic than those $20 St. Gaudens :)FWIW, I like some of the UHR coins the mint has put out over the past decade or so, including a copy of the Double ...
- Azureblue on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 14, 12:29am
I am an expert in gold coins and most precious metals as I have been buying and studying the metals markets for decades. I have bought many times from APMEX and am one of their highest tier clients. APMEX is extremely reliable, but they have some of the highest premiums in the online metal stacking and collecting marketplace. I own hundreds of St Gaudens gold coins and bought the vast majority ove...
- Hugh108 on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 13, 11:49pm
Thanks Travis.I'd much rather have bitcoin than gold coins. Over the last seven years, bitcoin has been a much better investment than gold, and most pundits say it is going to continue to grow.and grow and grow....
- Jeremy Britton on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 13, 9:24pm
It's an open secret that 'collectables' sell for a premium amongst those who fear another confiscation. They are also useful for border crossings, as the auction value is significantly higher than the face value you would declare when leaving a country ;) Both silver and gold coins with a low face stamped value are quite attractive. Would you like mine? ;)...
- quincy adams on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 13, 8:26pm
Maybe creating a massive buying rush is what the Stansberry folks are trying to do , if they've been sitting on a passel of these coins for 20 years watching the premiums dissipate. Seems to me that buying meme stocks would be a simpler and faster way to make a lot of money before losing your shirt....
- Ellen Gard on Reveal: “NVIDIA’s Secret Partner” teased by Shah Gilani / May 13, 6:08pm
Love your guidance...
- TheProfessor on True Wealth teases, “The Secret Currency is like gold, only better, because it gives you tremendous upside potential with very little risk.” / May 13, 4:51pm
I guess the "secret currency" is no longer secret. If and when the masses start chasing a limited number of gold coins, their prices will indeed skyrocket--to unsustainable levels. When a period of economic stagnation and no inflation arrives, the speed and magnitude of their falling prices will be breathtaking. IMHO, a rush into these coins will eventually create a modern day equivalent of Du...
- timcoahran on Reveal: “NVIDIA’s Secret Partner” teased by Shah Gilani / May 13, 4:34pm
No, keep 'em detailed! (Even though i admit i don't always read the whole article on some stocks). Paid subscribers get a condensed abstract at the beginning of each article. It's usually < a single page....
- Travis Johnson, Stock Gumshoe on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 12, 3:50pm
All I see is a disappointing quarter and some forward guidance below what analysts were expecting. When you're small and dependent on growth, that's enough to give the stock a pantsing.I'll give it another read now that the dust has settled....
- Don Dale on Hypersonic “New 5G Weapon” Teased — Who’s First to Build the “5G Arrow” Teased by Dylan Jovine? / May 12, 2:57pm
love you guys, you take all the BS, roll it up, and spit it out. It doesn't stick and one knows it's not worth the $49 or $99 or $5K someone was asking for it. The thing that gives me caution is being 80 + y.o. and having been around a few years. Left the military after Nam, worked for TRW Systems for awhile with JSTPS as a client and decided to get into banking while serving as a consultant...
- frank_n_steyn on Answers for Ray Blanco’s “Did A.I. Just Find The Hidden Cure To Cancer?” Tease / May 12, 9:44am
Cure For Cancer ?? Wasn't that cure being sold by travelling salesmen at circuses 150 years ago ??...
- herbalix on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 12, 2:30am
Hi Travis, Any idea what happende to Double Verify Holdings (DV) ?? Dropped 38% a few days ago because of a 'bad' quarterly report...! Perhaps there is a different reason for this drop! I am holding some shares, but think this is perhaps an overreaction. Not sure, however. Did something important change??...
- Travis Johnson, Stock Gumshoe on Reveal: “NVIDIA’s Secret Partner” teased by Shah Gilani / May 12, 12:02am
Would have written a shorter article if I had more time. Thanks for your patience....
- ALAN on Reveal: “NVIDIA’s Secret Partner” teased by Shah Gilani / May 11, 6:28pm
YOU COULD KEEP IT A GOOD BIT SHORTER TOO MUCH TALK...
- RJ Trader on Market Trend Signal / May 11, 3:25pm
I agree, I believe it is free to those that previously paid with MarketTrendSignal.com and got lifetime....
- cavin cunningham on “Inception” — Tiny Stock teased as “Next NVIDIA” by Tim Bohen? / May 11, 3:12pm
I always wondered why someone wouldnt sell half when they double their money- that way if it continues to go up you've still got room to make money but avoid the pain of losing, which is what really drives most people- either losing actual money or losing the chance to make money. This way you are covered. Why let it all ride? If you believe it will go up you can still sleep at night......
- cavin cunningham on “Inception” — Tiny Stock teased as “Next NVIDIA” by Tim Bohen? / May 11, 3:04pm
I appreciate how you break down all these hyperbolic statements being made, and tell us to just calm down and do the research, or maybe spin the wheel but at least know that's what you are doing. Everyone who failed to buy NVIDIA when they knew better, or Amazon when bookstores closed and we were still reading, is so frantic to not miss out again that we are beside ourselves. And the comments t...
- patches on Stansbury research may 15 finacial chaos / May 11, 2:43pm
If I were to venture a guess, it's likely the same thing Joel Litman is pushing with his June 28th prediction. This is the reshuffling of Index funds around this time each year when certain stocks get pushed out in favor of the latest popular ones. Marc is specifically talking about AI stocks though, where Joel is focused on everything. Marc is predicting what AI stocks will get pushed out of the ...
- Travis Johnson, Stock Gumshoe on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 11, 1:58pm
It's still a pretty lousy business, but seems to be stabilizing.A delisting wouldn't specifically matter to the preferred shares, from what I can tell, but could certainly impact sentiment. The bigger issue is whether the company will be in stable enough condition to refinance their debt with new bonds at some point over the next couple years. That would be the biggest positive I'd look for ...
- quincy adams on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 11, 1:26pm
R, while waiting for Travis's comment, I can add that QRTEP was just added to Bryan Perry's "Cash Machine" portfolio, which I subscribe to. Perry's comments included remarks that the financials seem to have stabilized and he expects (hopes?) that the customer base will grow. At the moment, there's just 36 positions spread among his four portfolios, so he must feel strongly that it's a good bet....
- quincy adams on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 11, 12:56pm
Thanks, just need a reminder of when it 's on, which usually is your comment that you will be going there. A simple google check would have worked as well, I suppose. Better, I will add some B shares, but need to trade oil stocks for them, which I'm not willing to do quite yet....
- R on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 11, 7:34am
What were your thoughts on the Qurate/QRTEP/QRTEA earnings and market reaction? If QRTEA is delisted does that impact QRTEP? Customer file stabilized, somewhat, but seems the newer customer is not the same that helped build their original moat....
- Phil on Reveal: “NVIDIA’s Secret Partner” teased by Shah Gilani / May 11, 2:49am
Shah is pretty good at picking winners but this company is richly valued....
- Phil on Reveal: “NVIDIA’s Secret Partner” teased by Shah Gilani / May 11, 2:44am
I think Shah is pretty good at finding stocks...
- rookie2294 on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 10, 11:17pm
Well, no wonder the other CEO wants the company to sit on its hands for awhile....
- Natorious on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 10, 10:47pm
At first I thought, great, they'll buy back some shares that are undervalued. That's what you want to see. Then I saw what Rozek was getting paid and I wasn't sure if I should laugh or cry. Probably both. He's getting paid as if the shares were worth like 60 or 70 dollars because of some "valuation premium" by some company. Unbelievable. Oh, plus a cool million dollars in severance pay just to mak...
- rookie2294 on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 10, 10:26pm
Thanks for your response. The fact that they moved their annual shareholder's meeting away from Berkshire weekend and back to the fall may also have been an early sign of a shake-up....
- Travis Johnson, Stock Gumshoe on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 10, 8:45pm
Investment income is essentially the dividends and T-bills... the rise or fall of portfolio value isn't in the operating earnings.And you don't have to be a shareholder to watch... just to get in the building :)...
- quincy adams on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 10, 6:48pm
Guess I should pick up a few shares of BRK.B so I can get a video view of next year's annual meeting before "Uncle Warren" can't make it any more. No investor should miss viewing such a legend and hearing his wisdom first hand. I did skim over the financials presented there, courtesy of Tilson's daily blog that I signed up for. I was surprised to see that their business income dwarfed the inv...
- Travis Johnson, Stock Gumshoe on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 10, 5:25pm
Looks like Rozek also got instantly bought out, at a fat premium. Ugh. And he was the one of the two I've spoken with, and was more comfortable with.Peterson talked about essentially pulling back from growth or acquisitions and giving the businesses time to grow their cash flows, sounding a bit more conservative... and not talking at all about rural broadband, which had been their biggest...
- Travis Johnson, Stock Gumshoe on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 10, 2:18pm
It changes my thinking about the way BOC works, and it was a very big surprise.Will sit on this for a little, and see how the remaining CEO talks about it -- they each control big chunks of the shares....
- Valerie Rodriguez on Gold Stock Analyst / May 10, 1:22pm
Final issue was May 2024. The Gold Stock Analyst Top 10 stocks moved to a special portfolio within Brett Eversole's True Wealth Systems newsletter....
- rookie2294 on Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure / May 10, 12:08pm
Does the news of Alex Rozek leaving Boston Omaha change your thinking on BOC in any way?...
- etheldaylily on Porter & Whitney’s “New Form of Money” — What’s “The Secret U.S. Currency No One Told You About?” / May 10, 12:42am
On wealth adviser what is the Bitcoin loop hole that is supposed to take off?...
- cjulian on Oxford’s “Why Argentina’s New President Has Me Eyeing This Investment” Pitch / May 9, 10:56pm
100% Agree, I hold Cresud stocks sice 2016, is the biggest owner of farmland in Argentina, and plus the biggest owner of Real State Office/ Shoppings alongside the country, premium buildings. They can not pay regular dividends because federal government baned. So they have been buying more lands in Paraguay and Brasil. Travis, I'm a Stock Gumshoe subscriber since I discovered you. Very valuable ...
- Travis Johnson, Stock Gumshoe on Reveal: “NVIDIA’s Secret Partner” teased by Shah Gilani / May 9, 7:06pm
Good perspective, thanks....
- Travis Johnson, Stock Gumshoe on Oxford’s “Why Argentina’s New President Has Me Eyeing This Investment” Pitch / May 9, 7:05pm
Great feedback, thanks!...
- frank_n_steyn on Reveal: “The AI Patent Powerhouse” teased by Banyan Hill / May 9, 5:03pm
I just got this one from Mizrahi at Banyan today so I went and looked at some numbers and it is declaring today at a price of $97.94 with an EPS of $1.05, making it a PE ratio of 93.28. YIKES...
- cjulian on Oxford’s “Why Argentina’s New President Has Me Eyeing This Investment” Pitch / May 9, 4:27pm
Hi Regulars, I'm from Argentina, investors hope is on Milei more than YPF, He has been in office as president of the nation for 6 months, but many changes are still need, the 51% of the company is under government control and they have the power to dictate the company's sensitive decisions. I live in Vaca Muerta region, Nuequen State, I'm Electronic engenner and I work for the state company that...