Author/Editor
Flavious Smith
Publisher
Stansberry Research
Description
This newsletter focuses on commodity-related stocks, including other natural resources beyond just oil. Edited by Matt Badiali for many years before being taken over by Flavious Smith in 2017.
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3.1
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The stock indeed is Encore Acquisition (EAC). Matt Badiali has done very well on some picks and lousy on others. Overall, I am pretty well pleased with my “pick of the picks.” As with all stock buying, perform your own due diligence and don’t blindly follow any newsletter editor.
I have been taking this newsletter since at least 2007. Some of the recommendations I bought have bombed, but I have made money overall. Matt seems to be candid and forthright about the risks connected to his choices. I definitely feel the cost of this newsletter is worth it for anyone interested in investing in energy and natural resources. His copy writers may need medication for mania, however.
Matt Badiali is a geologist who started out writing the S&A Oil Report, which was later renamed to the S&A Resource report which was a more pragmatic name, as he recommended more than just oil positions. Any resource letter suffered greatly during the 08 and 09 market. Although the market is up from it’s lows of March 09, many holdings have yet to reach new highs, and thus could still be down from where they were first purchased. That said Matt had some losers, sold some loser’s and still has some underwater position, but then again so do most resource letters.
All of Matt’s recommendations come with trailing stops, so he is cautious, and believes in not letting things run to the downside, he advocate’s stoploss sells.
I think one must remember you are paying for his expertise as a geologist, and his vast source of connections to the industry, and not for his financial acumen. He does offer good research and insight into the resource realm, and his recent recommendations have done well in this market, which has been in recovery mode. If you inclined to be a resource investor, which I am, then I think this would be a good place to start, especially for the price of a one year subscription. Like many geologist’s he can get a little giddy when he spots a good find, so don’t back up the truck on every recommendation. Remember, you’re ultimately still in charge. Just looking at his latest, he is about half Oil, half gold, with some geothermal. I would give him thumbs up.
I subscribed a few years ago, and did not renew. He hits some home runs, but strikes out more often.He hypes his picks to get you into a stock, but never tells you when to get out. His duds simply disappear without any explanation. He could easily send out an e-mail alert, but doesn’t. I got really burned on some of his “can’t miss” stocks like opcdf and atpg. Check out the charts and decide whether or not you can rely on him. I couldn’t.
You were right on your pick of IO which looks like a real winner, especially now that oil prices are rising because of the gulf disaster. I also agree with griffin that Matt doesn’t really do much about notifying you via email on exit points in case of real problems arising with his stocks. Frank Curzio who also writes a newsletter is more attuned to updating his readers via email alerts in case of a major change. I’d like to see Matt do that also. Otherwise I’m pretty satisfied with his picks and have done well by them.
I have been a Stansberry subscriber for several years and Matt is one of the best and most rewarding advisors that they have along with Steve, Porter, and Jeff Clark. His advice is usually right on. Honest group of advisors that do their best to keep you informed about market conditions.
I have suscribed to the Resource Report for about six months now and am quite satisfied. The newslatter is a refreshing departure from much of the Agora hype (e.g., “bag up to 6000 per cent by next Thursday”). In general there is useful fundamental analysis of the securities covered, whether recommended or not. One of his great successes is JINFF, but he has had only a hold on it for awhile as he considers fair value to be about $4. JINFF has recently leveled off. The bull market in oil and precious metals helps, but I think this newslatter is a very good value.
this is part of the wealth alliance which includes several different types of letters/subjects. In my opinion, the fundamental reports are outstanding. They are well written and easy to read and understand. BUT, in some cases the stock prices of recommended issues have already started moving before the write up. SO, an investor must be careful about buying. Maximum buy prices are to be honored. Many recommendations are long term in nature so sharp investors can likely trade the short term swings while keeping a core position.
Matt Badiali is usually pretty good…what does scare me about his, or for that matter, any S&A recommendation is in the back of my mind I am always thinking I’m getting set up. That they are fronting for a seller…I’ve seen their touts before, and sometimes they work out (although you can’t buy what they recommend immediately due to market impact and you will be paying up, maybe even to their seller)…if the idea looks good, do your own research, and then do your own thing. They can be used for generating ideas, maybe the industry, or at least a competing company. I mainly resent their over-hyping and their promises of XXX% gains. Sometimes even using a fraction, to look authentic (like 605.2% gains…how silly).
Subscription date: June 2008. Excellent results, actually between 4-5. Focus: Natural resources including oil, gas, and minerals. Price: $99. I renewed early for the obvious reasons that follow.
Matt is a good writer with a background in geology, and he is just technical enough that a non-geologist can follow what he says. Tough balance. I do not invest in all of his suggestions by any means, but those that I have have produced very satisfactory results. Northern Dynasty (NAK), purchased at about $7 (I got in late) and sold at $9+, proceeds for use elsewhere. Silvercorp (SVM), priced at purchase about $3, current price at $8.23 as of market close last week. I have increased this one, as it is still a bargain in my mind. His two latest, one of which you mention, will make a lot of money (China + oil and gas in huge quantities) going forward. No losers to date.
I highly recommend his letter. It is dirt cheap for the value it provides.
Mike B
Just left feedback on S&A Resource Report on first trip to gumshoe. Mistake on price; I think it was $79. I gave him a 4-star on consistency, but that was with reference to my picks of his suggestions. Like other of your respondents, I use letters as a shortcut for ideas, but do my own research before buying. Can’t grade him on the consistencey of his selections, since I don’t follow them once I decline to buy.
Have been a subscriber since inception. By far the best value out there. 12% letter also very good.
Subscribed last in 2009. Some good gold and oil picks, but no detail as to what to expect and when. Most annoying was to get constant solicitations for an expensive ” more exclusive” letter with better picks. And also never a word on past picks that just sit.
S&A Resource Report
Matt Badiali does a very good job of researching his picks. He knows his subject and is very interesting (as are all the S&A writers) and educational to read. I have done very well with his picks even though lately it isn’t too hard to be successful in this sector.
Thanks to Matt Badalli’s dirt-cheap S&A Resource Report and John Doody’s Gold Analyst Report I have been able to “get back” the half of my retirement that I lost in 2008 (when I didn’t have their advice). I am very thankful for their advice this past year-and-a-half and hope that they will continue to do as well! I should be writing them a letter of thanks instead of posting my review here.
I very much appreciate the warnings as well as the specific good ideas given. Even though it is quite evident Matt Badiali both knows and enjoys his subjects he will occasionally give stern warnings about getting out and taking a breather. There is an apparent honesty and believeability throughout his letters.
First, their tout was part of a naggingly persistent inflammatory SPAM that continues to evade blocking – Townhall, so One Strike for even being associated with them. The come on states many accurate, but kind of DUH circumstances, that anyone can pretty much see just looking out their front door. Other over reaching statements and inaccuracies are purposeful in creating a “compelling buying proposition”. Strike Two. Smells like late night T.V. adverts.
Just Google map their address mentioned as a “Brownstone Mansion in the Historic Mt. Vernon district”, and check out the street view. Mansion? Here in Baltimore we call them row houses, and that particular block is mainly lawyers too cheap or not successful enough to afford a real office all their own. The bulk of the buildings there are multi-tenant, which is to say that they probably rent an office there, a very tiny room sized office. Given the abundance of empty commercial real estate in “The City that Breeds and Bleeds” it’s probably cheaper than renting a postal box at the U-Store-It.
The rest is what I feel should be common sense for anyone who is serious about not being separated from their money.
– If they’re so smart, how come they ain’t rich? If you had the “inside poop” on all of these great opportunities, why would you wish to “share” unless you were in a position to profit from a rush of OPM? If you are that insightful, and have the process so wired…why haven’t you retired on some exotic isle yet? Beyond that, again…if they’re that smart, why the “Class C” office space? Even the discount brokers in that area have “Class A” space there’s so much of it emptying around them. Most obviously, why are they hocking newsletters in the first place…and cheap ones at that. I guess like the churches and our politicians, they aren’t in it for the money, they’re just altruists with really huge hearts.
If you really want to waste $50 please just send it to me and I’ll send you emails each day spotting commodity prices that I’ve picked with my dart board and reminding you that the dollar is doomed.
I will give Matt credit for being smart. Smart enough to live in Florida rather than Baltimore City. Again, unless you are a drug dealer, in need of drugs, suicidal or a non-profiteer, there really is no reason to even venture into that abyss of a city. The only reason their murder rate doesn’t lead the world is because of the multitude of world class trauma facilities present (Johns Hopkins, University Hospital – Shock Trauma Center, etc.). They save hundreds that would simply die if they were shot or stabbed in Detroit. Baltimore??? Who the hell locates an office in Baltimore and why?
– Does anybody need a newsletter to point out that Keynes was an idiot and that taking money out of the economy to redistribute is utter stupidity? Do you need anything more than the sight of Ben “I’m the smartest guy in the room” to send you running for cover?
I would presume that if you’ve somehow managed to retain any kind of investment funds at this stage of the game that you are already smarter than the average bear and are better off sticking to what you know and doing due diligence without the insights of a newsletter hawker.
If you want to REALLY prepare for what’s ahead why look to the markets at all? Suggesting that this makes more sense than physically controlling real assets is just a shade away from the desperate pleadings of the equities whores.
If I’m worried about the future of food, maybe I should be planting a garden and buying some chickens. That’s how my grandparents got through the last Great Depression. I don’t seem to recall them sharing any stories about shale oil futures or hot stock tips saving the day.
Energy got ya down? Buy a couple of solar PV panels. They’re a lot less risky than commodities, at least as long as the sun keeps coming up. You don’t have to “invest” in a whole solar farm of hem, just get a few so if and when the lights go out you’ll still be able to see to reload in the middle of the night. Maybe buy a Nissan Leaf so you can be your own gas station with your little PV science experiment.
Look at what’s been done before. The smart money has already made all of the moves. The average schmoe is just chasing them down the road trying to not be the last guy across the bridge. If you weren’t part of the smart money you can still doubtless soften the blow, but silver at $11 sounded a whole lot better than silver at $40 – 100. Likewise gold. Even I thought I was crazy buying coins at $400 an ounce. I feel like Nostradamus now…and I’m a high school drop out. The closest I ever get to a formal economics education is having a beer next to somebody that used to teach it, and now they work for the Federal government.
Got hard currency? If the walls tumble tomorrow can you provide everything that you need to feed and protect your own? How does one actually convert those ETC’s to actual metal that can be used? If not, what do you have that you can barter or trade if things really get that bad? Can you fix a toilet or shoe a horse? How about set a broken bone or patch a leaky roof? Most of the essentials of today’s modern life require electricity and metal…can you make your own or make two pieces of metal stick together, or will you have to trade your shoes to someone else to do it for you?
The last two generations of Americans have moved steadily away from learning anything useful that requires sweat or manual skills, they all want to just “call the guy”. What happens when you call the guy and he’s not willing to accept your piles of Federal Reserve scrip or some plastic card? Makes a nice fire starter or a dandy shim for an wobbly table.
Do yourself a favor. If you can look at the horizon and see the realization of all of that Hope and Change as some kind of reality, get yee to a mental hospital. If you possess at least the common sense of a 5th grader, step back and evaluate just how self sufficient you really are. Have you ever lived through a massively retracting economy. I haven’t, …but I know and talk to plenty of older folks that have. I believe that was kind of the whole reason for recording history in the first place. So we could consult with the elders even after they were no longer here.
Look local now. Figure out what’s close to home. Bicycles powered China’s climb from the Stone Age. We can wave as we pass them on our way down. Can you grow and store your own food or will you end up imitating a Soviet comrade waiting in line for a chunk of lard and a stale loaf? If you do have all of the bases covered, how are you going to keep it and protect it from the “have nots”. What are you going to say if I decide that I like your stuff more than you. I’m a pretty big fella, and I wouldn’t have any compunction about bashing your skull in if it meant my family wouldn’t starve. How are ya gonna stop me?
Thanks to the socialists/fascist ideologues of the last hundred years we now have a fully integrated society where the have nots are living right next door to the haves in many cases. How much “Good Christian/Jewish” sacrifice are you going to feel like making when the grasshoppers keep begging at your door? How are you going to convince them to go away? What are you going to do if the government isn’t happy JUST redistributing wealth? Maybe they decide that they need to start redistributing the food that you have, or the resources that you possess. What are ya gonna do then?
It seems to me that with the world falling apart around us, that rather than waste your time looking for desperate investment opportunities to continue the charade, it would behoove everyone to start learning something useful instead.
I have kept track of Matt’s recommendations for the past year as well as I have bought into a few of them myself. He seems to be good at recognizing a company that has a great business model. Although I find that I am usually to late on an entry price by the time I receive the information I still watch the companies he researches for a while before I pull the trigger. I like his geological background which helps in picking resource stocks. however just like any newsletter you will find maybe 2-3 really good picks out of 25-30 that are published. I can’t help but think there are quite a few 2nd rate picks as they save the really good ones for the more expensive newsletters. (or for S&A’s own trading accounts) Overall I am happy with his research and ability to find good companies. His publications are a good read and very educational. I think his news letter is well worth the price you pay for it, but do your own research before puling the trigger on his picks, and most of all be patient.
Porter Stansberry”s S&A Resource Report is now saying Red China is buying and hoarding gold to use to back its currency and make it the world currency over the US Dollar. The effect on the US will greatly devalue our dollar and make our cost of living much lower. Even lower than our US government’s insane spend and debt will take us.
He mentions a way for individual investors to handle this is to buy gold miner’s stocks, especially the ones that are beginning to pay dividends in gold, not dollars. He is coy on listing them as he’d like to sell the list in his newsletters. Do any of you readers have a list you could share with the rest of us.?
I enjoy Matt’s newsletter, and always take the time to read it carefully because I’m interested in resource investing. He is very knowledgeable both financially and geologically. Sometimes his picks work out great, and sometimes not so great … I guess that’s true with all letters. But I think his reasoning is generally sound and he’s quick to admit it if he’s wrong. Sometimes he’s too early, and his pick may get stopped out before really taking off. He generally has several picks to choose from, with some being more conservative and some being more risk for more reward in his view.