When the market is doing well, holding hedges like cash and gold is going to hurt your portfolio performance when you measure against the S&P 500 or other common benchmarks. That’s the case for me right now, and has been for the recent past — though it hasn’t been enough to bring me below the […]
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I’ve got a few Real Money Portfolio updates for you today, but first I wanted to check in on a teaser that a few folks have asked about… Dr. Stephen Leeb is a familiar name in newsletterdom, he has been helming newsletters from a variety of publishers for decades, and it seems he has again […]
have an example of a crazy return in my portfolio this week, and it’s getting close to the time that I have to make a decision about it. My remaining position in Shopify (SHOP) April Call Options, on which I’ve already taken a profit in excess of my initial investment, was glowing on my spreadsheet […]
I’ve got a hodgepodge of ideas and small news items for you this week, plus a few transactions in my Real Money Portfolio that I’ve mostly noted for the Irregulars in quick notes earlier in the week. The market is expensive, but there’s no reason for a long-term investor to sell just because it’s expensive […]
Time for some “Idea of the Month” thoughts for you, dear Irregulars. When you think the investing climate is a little more nerve-wracking than usual, why not go with a master investor who’s also nervous and is preparing for an awful economy? I’ve spoken quite a few times about my fondness for insurance company stocks. […]
I won’t be able to post our regularly-scheduled Friday File for you this week, since I’ll be preparing for my ride this weekend (thanks again to the many of you who have sponsored me!), and Stock Gumshoe will be very quiet next week because I’ll be on vacation with my family (and recuperating, I imagine), […]
AIG & IchanI have written a letter to the CEO / Chairman of AIG advising them how they could get out of the SIFI Status with FED Oversight. I said that Bershire Hathaway started with a holding company to hold GEICO. It through off tremendous cash to buy other companies. Why can’t AIG do the same. Create […]
Whitney Tilson presented on several of his older ideas and a few new ones, and started off by telling us that the most dangerous three word phase in investing is “I Missed It.” That’s the phenomenon of missing a huge performer because you don’t want to buy after it’s risen — just because you missed […]
I’ll be traveling for most of the next week, so we’re getting this Idea of the Month note out to you on Thursday night/Friday morning, a bit early. There will not be a Friday File or much else in the way of new content at Stock Gumshoe next week, but I will provide at least […]
The second day of the Value Investing Congress resulted in mostly headlines about David Einhorn shorting Chipotle (CWG), since that was the only thing he shared that seemed new and sexy, but he and several other presenters also shared some interesting thoughts that stood out for me about a few of the victims/villains of the […]
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Travis did you forget the $329 for Platinum membership (one-time payment) for as long as this site exists?...
I was going to sign up and i didn't see a difference in the Diamond and Platinum could someone please clarify for me?...
perhaps Impala Platinum Holdings Limited (IMPUY)...
Bigfoot - what about the direct conversion of sunlight to hydrogen, please? HYSR. They are using a foamed carbon matri...
I mentally switched off when Jared Kelly started his relentless hustling but I did catch Steve saying he was backing up ...
#Platinum Daily Chart worth a watch https://twitter.com/KeithvdKraan/status/1045247050059665408 Thank you Keith :-)...
Wow! You guys really don’t get it? From the start I thought it might be platinum because I keep watching from the nex...
As a Platinum Trading account member, I have no issue with "truthfulness." He reports results for all to see, has an arc...
gmw, I believe rubberworm's "MEMBER" denotes a Platinum membership....
StockMidas - There is a LIFETIME subscription (with caveat!): "Gumshoe Irregulars Platinum Membership $299 for Platin...
StockMidas, Thank you for the Naspers caveat. Any thoughts on how the SA government change(s) will effect the Ivanhoe (...
Interesting article from Sprott on Platinum: https://www.sprottmedia.com/the-merits-of-platinum/...
Renby...your initial take is the same as mine. They came out of the closet a little on scandium...but no platinum wa...
Noted in my earlier comments, I am a member of another Agora group, "Platinum Reserve". It consist of many different pu...
Platreefs "Planned initial average annual production rate of 476,000 ounces (oz.) of platinum, palladium, rhodium and go...
Corrections: Platreefs has rhodium, not rhenium. Gilchrist asserted the average thickness of existing Bushveld pl...
The Charming Mr. Gilchrist https://ivanhoemines.com/projects/platreef-project/ If you have interest in Ivanhoe, th...
CLQ long-term synergies with Ivan... I have been wondering when we will see CLQ technology applied to projects underw...
renbycage...even in the case of Platreefs, the CLQ Clean iX circuits may be in the water processing/waste treatment circ...
GENIUS IN ACTION: RF and Platreefs (or: CLQ, water, and the world’s largest platinum mine ) I have already ma...
Water...PLATREEFS...the shape of things to come https://mail.google.com/mail/u/0/#inbox/1633c0114be070d3?projector=1...
$IVPAF...Platreefs...South African project...going to be the world's largest platinum mine https://ivanhoemines.com...
Oh, but he says you don't have to buy a single share. ? And, there are big discrepancies on the yearly amount. My post ...
Platinum fire sale in South Africa... https://ivanhoemines.com/projects/platreef-project/ Because of the fear in D...
#SRRA W O W ! Sierra Late-Breaking Data Demonstrating SRA737 Preclinical Activity with PARPi to be Presented at the AA...
I have owned Sprott products off and on for a few years and have really liked them. I think they are pretty closely tied...
Clean-iX for metals recovery benefits: Maximises resin performance and selectivity Minimises reagent consumption Red...
$ARRRF I need to go over it with a fine toothed comb, but I'll give my initial impressions. The most shocking part ...
Ardea will release their PFS this coming week. There should be a ton of data that will be relevant to Clean Teq since A...
$CLQ $CTEQF...this info is the CLQ website; but what is noteworthy is that IT IS NOW ON THE MULTOTEC WEBSITE. Muto...
#RrckRule video > 5 stocks 5 years later shared by #HendrixNuzzlez, TY: https://www.stockgumshoe.com/2017/09/microblog...
Robert Friedland talking about hydrogen fuel cells http://www.miningweekly.com/article/new-dawn-for-platinum-mining-r...
Hi HN #PGM.AX Platina Resources (ASX: PGM) is an ASX-listed scandium, cobalt and platinum developer based in Australia....
I agree the DFS will be compelling even without factoring scandium, however they will be producing scandium oxide as a b...
eager...Several years ago, Ivanhoe sold a 10% interest in Platreefs for $300 million to the Japanese, so you can say th...
$VTGN Long Founded 1998 Co-Founder H. Ralph Snodgrass still on board owns 445,154 shares Dec 2017 sold 10 million sh...
Cleanteq’s BFS and Ardea’s PFS will both be coming out in the weeks to come, and they will make very interesting com...
AUstralian #Born #Aborigines #Make your #Own #Special #Music, even IF no body else will #Sing along Music is my $Lif...
$VBLT VBL Therapeutics Announces First Patient in Pivotal Phase 3 Study of VB-111 in Platinum Resistant Ovarian Cance...
$FYI - New catalyst meets challenge of cleaning exhaust from modern engines https://www.pnnl.gov/news/release.as...
So sorry to hear about your house. I'm glad to hear that no one was hurt, but I'm sure the whole thing has been horrible...
$VTGN. Was listening to the CC about VTGN. Im long long time ago and have been following it for quite some time (was c...
The $1 trillion coin was the idea of Paul Krugman. His idea would be to mint a platinum coin, stamp $1 trillion on it a...
I don’t know about $10,000 per ounce gold, but Porter Stansberry was talking about the Metropolitan Man and minting a ...
Ben, Looking at the maps, Munni Munni is a joint venture involving Platina Resources and Artemis Resources in Western A...
Platinum metals group comples and South African commentary courtesy Dave Forest. Very notable price action across the...
Norilsk http://travelingyourdream.com/?page_id=1536 Way down in the travelogue it says that this hell hole has pro...
Eager, “Clean-iX can be used to recover the following metals” ( in bold )"... Same list. You are contradicting ...
The platinum is a nice surprise. That's a billion in contained metal. All by itself it adds a multiple to the MC of $ ...
CLQ: Syerston Project - Updated Mineral Resource Clean Teq Holdings Limited released an announcement at 09:05am on 9 Oc...
Bought SQM when Navellier recommended it in January 2017. (I'm a lifetime Platinum Growthsubscriber so get all his news...
arch1...if we go any deeper we will have to open a geology thread. Platreef , as I understand it, is a PGM deposit s...
Just shows you have to read the details. This is good for Ivanhoe. "The South African mining industry got more bad ne...
$Platinum/South Africa news from Pierce Points: The South African mining industry got more bad news this week. With so...
$IVPAF...Ivanhoe Mines...Platreefs DFS...or, "Mining Genius at Work...Part 2" Here is another angle I completely for...
THE writing is on the wall for some of South Africa’s gold and platinum mines, according to a report by ratings agency...
I signed up for a $49 no risk, full refund offer on Aug 24. This is what was charged to my MasterCard. "1 year Platin...
Over the past decade; I have listened to hundreds if not thousands of pitches from the guys in the know about investing ...
skepticwebs...thanks for the ticker. I looked at Novo very briefly and I think it is worth checking further for thos...
Renby...over time, one does see changes in marketing emphasis from the mines, depending on what resource they think has ...
Regards PGM unsure how relevant this is to us here with a position? I didn't want to cut n paste the content but this ...
Squirrel...pretty amazing that this is only one of three projects. Right in the metal hotspots...gold, nickel, copper, ...
Luxury packaging...maybe gold or platinum wrapping that is one molecule thick....
Top 50 mining companies reshuffle as Chinese, lithium firms climb rankings http://www.mining.com/top-50-mining-compan...
I feel I have been a little misunderstood.....my last comment on gold was only 2 sentences long, but clearly grated as i...
While I agree that the loaf of bread is necessary, after you have made provision for the unthinkable such as an EMP atta...
Alan: look at his track record. Look up Oyu Tolghoi. The consider the recent triad within Ivanhoe: The world's 5th la...
Not impressed with the service. I get it as part of my platinum membership. they value this service at $3000 as a stan...
#3 is Ivanhoe with platinum, copper and zinc. All the clues fit. I was already long, but bought more yesterday after t...
Alan, old friend (which I consider you even though we have not met).Let's move away from general trading strategies for ...
I agree. I think it's Ivanhoe. Just checked their website. Platinum project (Platreef Mineral Resource) map is pretty mu...
Me again. Based on company profiles, the Tier 1 Trifecta is either Platinum Metals Group (similar Pt/Pd deposit in the ...
Ivanhoe Platreefs is a monster multi-metallic project that headlines platinum. There are six economical metals there. ...
I am a hard metal investor who never shelled out $$ on a platinum purchase. I don't know why? Luck? But always interes...
Been watching platinum for a while, kind of like Wellgreen WG nice safe area (Yukon) with new management (from Romarco)...
Now if we take the argument for platinums value based on gold and switch it all around, and base the value of gold on wh...
Platinum...$IVPAF...long...anyone interested in platinum should look at Ivanhoe Mines, oft discussed on another thread. ...
Impala Platinum (IMPUY) is another one to look at. Was over $5. in Sept 2016. Now $3.21. Paid $1.88 in Nov 2015. W...
Ivanhoe...thanks squirrel, there are some incredible facts in there. It makes me feel pretty confident that they are bu...
$CDTI...no opinion, no position...I checked the website briefly and it does not really appear to be a hard asset resourc...
Or Flatplats, like Ivanplats. It's PGM on the Australian exchange. They started life as platinum explorers. Soon to be h...
$PGM (Aus) $PTNUF (USA OTC pink)...this is like buying the real estate across the street from a well-financed develop...
RVW: be careful. First $TLOG may be planning to reverse merge....I'm not sure. Second, I have concerns this is not exact...
Interesting article for consideration on what impacts this might have: Upheaval going on in the platinum space right ...
Travis: I guess you saved me $39. by NOT subscribing to Bill Pantalon's Private briefing even though that is a pretty re...
PURELY SPECULATION...I have no evidence at all for this. It is purely a flight of imagination. But it seems logical ...
For anyone interested Toyota's new technology a blow for platinum, palladium price .....Toyota taketh away, but giv...
I would put this in the For What It's Worth category but I received this email from my broker yesterday: Dear Clients, ...
Enormous global demand on way for copper, platinum, zinc – Friedland http://www.miningweekly.com/article/enormous-g...
Impala is impressive because they have 25% of the world platinum production. This makes it stronger as a platinum play ...
Casey Research recommends Impala. It has mines in South Africa and Zimbabwe, and it produces platinum, palladium, nickel...
No. I have a sufficient investment in platinum by proxy through Ivanhoe. Tell us, why we should be interested in Impa...
Do any of you own or know anything about IMPUY (Impala Platinum)?...
After reading Travis's write-up, I looked for other info on OCLR and found this on the CNBC site. Navellier seems to be...
Followers know I am hog-wild about Ivanhoe but I consider the platinum-palladium space to be a sideshow for people like ...
The folks at Casey Research says that palladium and platinum are screaming "Buy". Can anyone recommend a palladium/plati...
The folks at Casey Research are saying that palladium and platinum are "screaming 'Buy'" right now. Can anyone recommen...
I have owned a small stake in this fund (CEF) since the 1990's, and it's always held or exceeded its value/my initial in...
$IVPAF...Ivanhoe...I was looking for some reason why Ivanhoe rebounded, it's back to $ 2 and no headlines of peace break...