Sea Ltd (SE) is the stock I spent most of my time writing to you about last week, and they reported strong first quarter earnings on Monday. As expected, they saw some acceleration in users and revenue as the coronavirus began to impact Southeast Asia in March… and some indications that April represented even stronger […]
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We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
Briton Ryle at The Wealth Advisory loves to tout the dividend-paying stocks that underly some big trends, and, of course, to hint at them in misleading ways to make them seem every more secretive and special… which doesn’t mean the stocks are necessarily bad ideas, but does mean we should dig deeper and understand the […]
You should follow Eddy Elfenbein on Twitter, he’s a funny and interesting guy. But you shouldn’t sign up for his newsletter just to learn a “secret” stock pick. I’m not picking specifically on Elfenbein there, of course, just my regular public service announcement that sending money to someone to learn about a stock pick that […]
It’s not uncommon to see these pitches that are based on daydreams of, “What if you had bought Brand Name Stock X 50 years ago?” And there’s a reason for that: They’re compelling, they help you to think about long time horizons, and they play off of a huge bias that we all have to […]
Zach Scheidt is pitching his Lifetime Income Report ($49) newsletter by hinting at some more big 5G winners — and while there’s probably not a whole lot new in the four stocks he’s teasing, since most of the 5G stocks have been discussed to death as we wait for the surge of next-generation profits to […]
The headline of the latest ad for Bull and Bust Report was pretty much all we needed to predict that a bunch of readers would ask about this ad: “How America’s 5G Revolution Just Opened a $12 Trillion Reservoir of Cash For Investors Everywhere “Right now, THREE unknown companies have a stranglehold on the entire […]
We’ve got a lot of choices when it comes to teaser pitches this week, including some ratcheted-up reruns from Dr. Kent Moors reiterating his older Permian Basin and Solar Energy pitches, some CBD stocks, and a few others that are generating attention… but the one that caught my eye was from a smaller publisher, Motley […]
Sometimes I get so deep in the weeds in struggling through the absurd promises and promotions from investment newsletters that I forget to mention the one key common-sense tool that we all have at our disposal: If it sounds way to good to be true, it’s not true. Sadly, in the world of investing we […]
Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]
We have a couple traditions here at Stock Gumshoe… we call out one of the worst teaser stock ideas around Thanksgiving and identify the “Turkey of the Year,” and then, as the year comes to a close and holiday merriment washes all around us, we call attention to the best teaser stocks of the year. […]
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 […]
The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]
I’ve been mostly sitting on the sidelines during the “Crypto Mania” this year, because, well, anything “manic” makes me nervous and I still haven’t been able to come up with a rational price argument for any cryptocurrency…. … so I haven’t recently dug into all of the recent “Amazon is going to choose a cryptocurrency […]
As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]
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 […]
I have to give the Motley Fool Rule Breakers folks credit on this one — they’ve been touting this stock consistently for just about two and a half years now, and it has, despite the fact that it always looks kind of expensive, refused to spend much time going down during that time. But every […]
The folks at the Motley Fool have run lots of ads for stock picks that “piggyback” on the iPhone’s gargantuan success — as have lots of other newsletter publishers, of course — and it looks like that trend will continue. The ad I’ve seen today takes a somewhat different tack on this same basic idea […]
Today we’re looking again at a teaser from our old friends at the Motley Fool — this time, the Rule Breakers folks, led by founding bro Dave Gardner … and they’ve got what they think is a hot growth stock that you have to buy now, before the next iPhone comes out in a few […]
Comments
I've owned AMT for 7 years (+230%) and added in January(+20%) Solid stock w nice Div....
For the very fastest speeds using millimeter wave, yes, there need to be a lot more antennas and base stations since the...
i guess i am the biggest dummy as i remember amt was about 50 cents a share i think back in around 1998...
I expect that's AMT again, but will try to have a look....
Travis what is your take on the Spirent/T-Mobile deal approval. I'm wondering how it affects CCI & AMT (one less custome...
Lots of others potentially involved or impacted as well, in varying degrees, from chips to towers to data centers -- Sam...
AMT is the blue chip in the space, best diversification but also the highest valuation and a relatively low dividend....
I see American Tower referenced under topics but do not see it in the article. Any insights on AMT as it relates to 5G?...
Short version: Dividend growth, current yield, and more diversification into small cells and fiber....
Hi Travis! I am assuming your pick of CCI over AMT was because of the dividend. I noticed that they also just increased...
Travis, although you touched on AMT above, why do you prefer CCI over AMT?...
5G rollout will surely happen - even though some claims regarding speed, etc, are overhyped. Trying to predict which com...
I hear American Tower will supply all of their towers for hardware placement for 5G. Also Bingo wireless (WIFI), EQIX, ...
I subscribed to Motley, and yes the recommended stock is American Tower (AMT ), however they don't seem to have the "m...
According to Motley Fool, it might be AMT (American Tower)....
Haven't seen the latest pitch, but Apple-related teasers from the Fool have mostly been for American Tower (AMT) or Corn...
What most of you have failed to realise, is that the delivery mechanisms are important, but the cost of implentation of ...
there are stocks being presented as buy and hold one being intc of course however i have to say i bought intc at 19. sol...
I have seen several high tech REIT comments, but none of them from Rule Breakers. American Tower sounds the closest. He...
I would like to add AMT (American Tower); while its payout rate is only 1-2% it is organized as a REIT. Once it stops pu...
I bought American Tower last March and it is up 17%. Wish I had bought more at the time.......
No, American Tower is a $20+ billion market cap company. May or may not be worth your money or fairly valued, but it's n...
Yes, that's what the article above is all about -- they're teasing American Tower, info above....
just getting my feet wet again after a steep learning curve from the high tech a decade back., lost plenty not doing my ...
FYI: More Problems Coming For American Tower http://seekingalpha.com/article/344161-more-problems-coming-for-american...
Marketwatch just published the top ten picks of analysts as well, as compiled by Thompson Reuters and Marketwatch column...
I imagine they're still teasing the same one, American Tower -- they've been on this for almost a year now wit...