Topic Archives: Apple (AAPL)

The emails that I started getting a few days ago start out with a tease about a secret meeting… “Right near the Pacific coast… “Where you can smell the salt and volcanic dust in the air… “There lies a secret compound… one visited by some of the brightest financial minds in the world.” And, it […]

Today’s teaser ad that we’ll be feeding to the Thinkolator is for Bill Poulos’ Premium Income Alert ($1,997/year) from Profits Run, and it’s a doozy, funneling two hype-filled trends into one stock idea. Premium Income Alert is not a service we’ve looked at before, but it’s billed as a “weekly trading service” (the “upgrade” option […]

It’s time for part two of our Annual Review, this week I’m getting to a few of my largest holdings, including some that reported earnings recently and have had a big impact on the market. In the big picture, we’ve seen what impact a surprise event like the viral epidemic in China can cause… and […]

This is a teaser pitch that we solved back in May of 2018, but folks continue to ask about it… and our older article is getting pretty stale, so we’re digging in for an updated look today. The headline of the ad pretty much says it all: “The little-known Washington D.C. financial “think tank” that […]

Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]

This particular bit of news leaves your friend Doc Gumshoe shaking his head in puzzlement.  To wit, in the US it is expected that there will be a substantial shortage of physicians in the upcoming years.   The American Association of Medical Colleges predicts that this shortage may reach about 122,000 physicians by the year […]

Eric Bleeker at the Motley Fool came out with a big “presentation” recently where he walked around the stage pitching a new high-end project that they’re calling Extreme Opportunities: AR — a $999 no refunds one-year subscription to their thinking about augmented reality, starting with a 15-stock model portfolio and including whatever changes or updates […]

Today we’re looking at an ad about the “Super Crystal Solar Revolution,” which spools up a big surge of excitement about a new kind of solar cell that will change the world. An extremely similar pitch, with all but the company-specific details almost exactly the same, was made by James Stafford and the Oilprice.com folks […]

This article was originally published on July 16, 2018, but questions continue to pile in and new ads out this week indicate that it’s also Alexander Green’s “top stock for 2019” … so we’re re-sharing it here. It has NOT been updated or revised since July, and the ad is also unchanged as far as […]

I haven’t written about this particular ad, but I have seen it circulating over the past couple months… and the questions keep rolling in, so I guess the ad’s still in pretty heavy rotation and it’s time to get some answers for you. The pitch is for Jeff Brown’s The Near Future Report ($99/yr “on […]

Thanks so much to the new folks who’ve joined us as Irregulars this week — we’re midway through our annual charitable membership drive, and it’s looking pretty good… I’m hoping we can get our totals up to last year’s numbers, and we’re almost halfway there with a donation pile of close to $6,000 now. That’s […]

What’s on the docket today? An ad for Jim Woods’ Successful Investing, which seems to be a newly revamped version of that longtime “entry level” investment newsletter (founded by Dick Fabian — Jim took over the Successful line of letters when Dick’s son, Doug Fabian, left the newsletter business in 2017). The letter is being […]

We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]

This article was originally published on March 26, with an immediate deadline at the time… but the ad is now being recirculated by Marin Katusa with a new April 30 deadline, so we’re re-sharing the teaser solution. The meat of the ad is unchanged, and the article that follows is also unchanged… and we’ve left […]

Everyone is talking about Facebook (FB) in the wake of the Cambridge Analytica scandal, and the stock is one of my larger personal holdings… so although the stock has not yet hit my stop-loss trigger that always causes me to rethink and re-analyze a holding, I feel the need to share my thoughts and my […]

Michael Robinson this week is pitching his Nova-X Report with a promise that “we’re about to witness one of the most massive rollouts in history” as a new “magic electricity” ends the days of wires and plugs and dead batteries and makes us all filthy, stinkin’ rich. So what the heck is he talking about? […]

Quite a few eagle-eyed Gumshoe readers forwarded the latest ad from Dr. David Eifrig to us over the weekend — he’s pitching his Retirement Millionaire newsletter, which is an “entry level” offering from Stansberry that includes money-saving retirement tips and health tips as well as investment ideas. It tends to not be an aggressive or […]

This article originally appeared as part of the Friday File for the Stock Gumshoe Irregulars (our paid members) on November 20, 2015. The article has not been updated or revised, other than a couple quick updates to numbers and valuations, but we’ve had questions about the ad of late, so we’re moving it back to […]

Despite the fact that I almost never bet against stocks, either through shorting or put option buying, this is not likely to be shocking news for those who follow my Friday File commentaries. I wrote about having this personal inclination about this specific stock in my Friday File note on August 19… … and since […]

This article was originally published on May 19, and the ad we’re covering has been heavily promoted over the past month, leading up to a big final push before yesterday’s supposed catalyst date of June 13, when Blanco (or his ad copywriter) was certain that Apple would announce some big news about “this tiny company”. […]

ed note: This article was first published on March 31, 2016 — the ad has been changed a little bit and now we’re seeing a version that leads with “Virtual Reality Pornography” and catches your attention that way, though the company being teased and hinted at is still the same. What follows was published on […]

We’ve certainly seen our share of “next breakthrough” promises from Louis Basenese — he has worked for a variety of publishers (mostly under the Agora umbrella, I think) and is now promoting a service that he calls VentureCap Strategist, published by Wall Street Daily, and now he’s dangling his take on virtual reality in front […]

This ad has been running again and generating a lot of questions from Gumshoe readers, so we’re re-posting the answer here. The article below has not been updated or revised since it was published on July 20, 2015, other than an update to the Irregulars “Quick Take” box and an updated disclosure at the bottom […]

Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]

Yeah, probably not. But that’s the promise — and there is some mathematical possibility that it could happen, if all the ducks line up in a row and this company becomes dominant. You never know, I suppose, but let’s go into this with somewhat more realistic possibilities… like, “this company could double.” That I could […]

When looking into “buy the correction” ideas, a key problem is getting your head around when a stock has finally “blown off” any excess valuation — fundamentals aren’t falling for most stocks, at least not for the stronger, growth-oriented names in the market, but the stocks are falling anyway… why? Well, obviously we have the […]

This article was originally published in late January — Andy Obermueller is teasing Apple suppliers again, hinting that the Apple “Growth Window” will close up on September 30 (presumably when we start freaking out about their next wave of iPhones and iPads, usually introduced around then), and the descriptions of the teased stocks that he […]

Christian DeHaemer launched a newsletter called Technology & Opportunity about a year and a half ago, piquing investors’ interest with the idea that you can “Ride the Robot Revolution” and make massive gains, just like getting in early on the computer revolution by buying Apple, Microsoft or Dell 30 years ago. And now it looks […]

All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]

The following was originally published on November 10 and has not been updated or revised. The teaser ad covered is being circulated again today with a slightly different headline pitch about cellphone royalties, but the balance of the ad (and the teased company) are largely unchanged. —from 11/10/14— Dr. David Eifrig is touting something that […]

We’re closing up shop early today for Veteran’s Day, and in the spirit of the holiday we’re running a membership special today. Stock Gumshoe will donate 50% of all membership revenue today and tomorrow to Homes for our Troops, an excellent charitable organization that builds specially adapted homes for severely disabled veterans — so for […]

Jeff Ubben’s ValueAct is an activist investment group, they try to get access to companies, develop relationships with them, serve on boards, and create value. They don’t hedge or short or use leverage and he keeps his own money in the fund, so he is very, very careful. And he defines value, which most people […]

Well, I don’t think there’s anything I can tell you about Apple (AAPL) that you can’t read anywhere else … except for the fact that I just increased my AAPL position by about 15%. Apple and Berkshire Hathaway have been jousting back and forth for the coveted title of “largest holding in Travis’ equity portfolio” […]

Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]

Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]

Well, I noted about two weeks ago that I still had a lingering Apple (AAP) limit buy order in, but that I didn’t expect it to be triggered during the (then pre-earnings) AAPL selloff. Surprise, surprise, suddenly Apple is in “bear market mode” according to all the pundits, and the stock is falling further still. […]

This one may not be entirely loaded with secret stocks, since I suspect quite a few ardent Gumshoe readers have already figured out who they’re talking about as “Steve Jobs’ Mentor” … and therefore figured out which company they’re teasing … but, well, I’m still getting a lot of questions every day on this one, […]

I won’t buy any shares right away, since it often makes sense to let investor expectations shake out a bit, but I’d love to add to my Apple (AAPL) holdings by a little bit over the next several months if the market continues to write the shares down. In case you’re the one person who […]

That quote above is from George Leong, who’s trying to get you to sign up for his Small-Cap Growth Stocks newsletter. He says that new subscribers can “be the FIRST to read about a great undervalued, undiscovered American company that could hand you a $120,000 gain by year’s end.” Sound good? Well, he makes it […]

Today I picked up a few more shares of two companies that were already fairly large holdings in my personal portfolio — I increased my holdings in both Apple (AAPL) and Lonrho (LONR.L LNAFF) by roughly a third with limit buy orders that triggered this morning. Apple reports earnings today after the market close, as […]

Now that Apple is the largest public company in the world, and the most popular stock, the eagerness with which newsletter guys tout “secret” Apple suppliers is ramping up still more … impressive in itself, since the basic “buy Apple suppliers” pitch has been around and making money for subscription-sellers ever since Synaptics was pitched […]

As the market tumbles thanks to the failure of the Super Committee and the rising level of feelings of impending doom, I picked up a few more shares of Apple this morning when they triggered a buy limit order down here in the $370 neighborhood. I have no idea whether or not this will be […]

Sometimes I look back and realize I’ve been a dope. This is one of those times. I’ve been holding and/or actively buying shares of stocks that benefit from the mobile revolution and from the massive consumer businesses the breakthrough products from Apple (iPhone and iPad) have essentially created from scratch over the last couple years […]

Comments

  • Avatar

    that is a great question, and I suspect fixing bad genes in cancers will be difficult; maybe fixing bad genes in heredit...

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    Can't say which tech is better, but SGMO appears to be much farther ahead in research. "In 2017, Sangamo is conducting ...

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    $SNY $BIIV = crooks to pay fines... why don't they ever go to jail? Regulators at the SEC are sounding an alarm fo...

  • Avatar

    $BioMarin Interesting UK study Hemophilia A success. Small study but quite the patient response....

  • SoGiAm

    #ASH17 NEWS http://e.endpointsnews.com/t/ViewEmail/t/16F7237A4D7B4F15/2F80028A944F69C925D77A725F39070E The BCMA-targ...

  • Dr. KSS MD PhD

    Imagine having hemophilia or von Willebrand disease and not bleeding all over creation when you scrape yourself. I HAVE ...

  • Avatar

    $Rubius Therapeutics Just secured $120M in funding from Flagship. Torben Straight Nissen, president at Rubies and partn...

  • Avatar

    $SGMO np: Receives Fast Track Designation From The FDA For SB-525 Investigational Hemophilia A Gene Therapy https://fi...

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    $SGMO Amazing. Always been great at raising large amounts of capital and having numerous irons in the fire. I ha...

  • Dr. KSS MD PhD

    At-heart coagulationist that I am, I'm pretty amped about Genentech/Roche's phase 3 success today with emicizumab. This ...

  • SoGiAm

    $QURE rpts Q2: Add. data on AMT-060 in Hemophilia B Later this YrData fr Sanfilippo B & Parkinson's Dis. in Q1'17 h...

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    to be more precise, in paragraph 1 "I don't see a gene therapy for Hemophilia B".......

  • Dr. KSS MD PhD

    Hi eyedoc! Thanks for doing some ferreting. In actual fact, Baxalta is recruiting now for its in-house factor IX gene th...

  • Avatar

    Doc, I don't see a gene therapy for either Baxalta (which has a recombinant Factor IX replacement therapy and BAX 888 in...

  • achandra13

    I think the answer is (b) to the best of my knowledge as Biomarin developing a gene therapy for Hemophilia A....

  • Dr. KSS MD PhD

    Question of the Day: Which ONE of the following companies is NOT developing a gene therapy for factor IX deficiency (...

  • SoGiAm

    $ALNY, $BMRN, $PFE, $QURE, $SHPG Gene Therapy and Other New Hemophilia Products https://twitter.com/Liquid_Biopsy_/st...

  • SoGiAm

    $ONCE $PFE Spark Therapeutics and Pfizer Receipt of FDA Breakthrough Therapy Designation for SPK-9001 for the Treatment...

  • SoGiAm

    $QURE Announces Presentation of Updated Data for AMT-060 at the World Federation of Hemophilia World Congress 7/27 http...

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    Spark Therapeutics (ONCE) doing some good things with gene therapy treating hemophilia. https://www.technologyreview....

  • Dr. KSS MD PhD

    Lovely pop today in $ONCE, the firm treating hemophilia B with factor IX gene therapy. ONCE is attaining 30 percent norm...

  • Dr. KSS MD PhD

    Ben: You were asking about Versartis $VSAR. In no particular order: (1) the company share price is in a perpetual dow...

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    A few months old article, but a good article on the gene therapy race and competition to possibly cure Hemophilia. ht...

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    A promising looking gene therapy company Dimension Therapeutics (DMTX) looks interesting trading a bit over 6.00. It is ...

  • sogiam

    TLOG- TetraLogic Pharmaceuticals Announces Data on Lead Clinical Programs: http://globenewswire.com/news-release/2016/...

  • sogiam

    TGTX-TGTX Phase I/Ib Study Evaluating the Efficacy/Safety of TGR-1202 Est Study Completion Dec 2015 BXLT-PDUFA Adnovate...

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    Baxalta (BXLT) and Obizur get Health Canada approval for acquired Hemophilia A. http://finance.yahoo.com/news/baxalta...

  • Dr. KSS MD PhD

    Thanks, bird-dog Ben. The insider selling troubles me in that the stock is well off its highs. I have a long position in...

  • Dr. KSS, MD PhD

    Don, yes, AC5 would definitely have a role in helping the hemophiliac pt. They come in several flavors: A, which confuse...

  • Avatar

    I have no idea of the current prevalence of Hemophilia or how crises are treated, but wonder if AC5 could be a home use ...

  • Dr. KSS, MD PhD

    I have begun drafting a gene therapy primer for you. I think the ophthalmology community may be waking up to Molecular P...

  • Avatar

    Well here's another M&A rumor from SA regarding PFE... -According to Reuters, Pfizer (PFE +0.2%) is negotiating a tak...

  • Dr. KSS, MD PhD

    Hi don: we have pretty vigorously discussed Spark $ONCE in prior threads. You might do Control F searching to find those...

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    Maybe yes, maybe no. This update occurred after Doc's opinion was expressed. Watertown, Mass. – June 17, 2014 – S...

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    In a report released yesterday, Cory Kasimov from J.P. Morgan reiterated an Overweight rating on Spark Therapeutics (NAS...

  • Dr. KSS, MD PhD

    Larry, I don't personally think it competes with ARTH because this product's huge downside is that it makes recipients t...

  • Dr. KSS, MD PhD

    Someone commented recently on $OPKO's recombinant factor VIIa-CTP product, soon to enter phase 2a. I wrote something abo...

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    Thank you Dr. KSS. I have re-reviewed your comments on prior thread at post # 74 and 251; and have also noted your comm...

  • Dr. KSS, MD PhD

    A good synopsis today from John Carroll, the editor at Fierce. $ONCE has competition in hemophilia B, BUT has a heads...

  • Dr. KSS, MD PhD

    Rae: it's a good company in a quite unusual position: it hits the street having completed proof of concept in a set of v...

  • Dr. KSS, MD PhD

    I am keen on Spark. I hope they will push ahead with IPO'ing. I know Kathy High, MD, the CEO. I would describe her, and ...

  • Dr. KSS, MD PhD

    To ScorpioRising and Kris Prasad: sorry for being a latecomer to the discussion about AAV-8. I appreciate the references...

  • Dr. KSS, MD PhD

    Dan: the dose in question here is 4 x 10 to the tenth virus genomes per kg. And that is given by peripheral iv. By co...

  • om sharma

    Dr. KSS, Any thoughts about this - Uniqure - (QURE ) http://www.uniqure.com/ What is the future of the company ? A...

  • Dr. KSS, MD PhD

    Gary: Thanks for posting and I appreciate your comments. Alnylam certainly has a future, though by now it is big. I don'...

  • Avatar

    Dr. KSS, re: # 419..... you said "A number can be x times greater than predicted. It cannot be x times less than predict...

  • karmaswimswami

    Siva and biocqr: As to the objections raised regarding TT-034, AAV8 and liver transfection/transduction efficacy, I have...

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    Thanks Siva, Regardless of how the Nature AAV8 trial was run, the fact remains that Dr. Kay was surprised that in the...

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    Dr. K, I’m still somewhat confused about the viability of using AAV8 for the successful transduction of TT-034. Accor...

  • karmaswimswami

    I meant also to point out that while this is a global/multinational $109 billion company that controls the markets for i...

  • karmaswimswami

    This 2011 NEJM paper should truly lay to rest any concerns that AAV8, as Benitec is using in the TT-034, can succesfully...

  • Avatar

    Below is a piece from http://rnaitherapeutics.blogspot.com. Note that the author is pro Tekmira. Dr KSS - I would like t...

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