It’s “goodwill toward all” season, right? So now is the time to get ready to be nice to yourself. I don’t know whether this trade war will end, or if impeachment will lead to something bigger, or whether President Trump will find a way to goose the stock market again next year to boost his […]
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This week brought yet another push-pull to the markets as investors attempt to figure out whether Lucy is going to pull the football away from Charlie Brown again in the China trade talks, but the narrative that struck me as most interesting on the week was the line that was drawn in the economy by […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
Gobble Gobble! It’s that time again! Stock Gumshoe is mostly closed down for the holiday week, but we do have to continue our annual tradition of calling out our “Turkey of the Year” … so take a pause from that turkey brining and join us, won’t you? What is this tradition, you ask? Every year, […]
So… what’s been happening to the Real Money Portfolio stocks this week? What else caught my eye? No transactions this week, but plenty of stuff to think about… Clean TeQ Holdings (CLQ.AX, CLQ.TO, CTEQF) announced a somewhat surprising equity raise a couple days ago. It seems inspired largely by urgency — they can’t really claim […]
For those who were interested in the spiel about Chris Mayer’s special “Skype Call” that I wrote about earlier in the week, I thought I’d loop around on that — yes, he was talking up the potential of mutual conversions (he usually calls them “thrift conversions”), and I actually listened to most of the presentation […]
“Real Money” portfolio with the Bonner family’s money, guided by the investment decisions from Chris Mayer — generally more conservative and longer-term than Chris Mayer’s Focus from the same publisher.
I’ve had a bunch of readers asking me to look at the ads for Chris Mayer’s new service, so that’s the plan today. We don’t usually see ads for newsletters that cite Stock Gumshoe, so that also helped catch my eye when I was browsing ads and deciding which teaser pitch to cover recently — […]
New investment advisory (2016) from Chris Mayer, investments Mayer recommends will be followed with real money from Bill Bonner and Mark Ford. Chris generally has a “value” focus and emphasized insider ownership, asset value, and strong and simple business models.
I always like reading Chris Mayer’s stuff — he often presents at the Value Investing Congress, he seems to be an interesting and low-key guy in person, and the ideas that are pitched by his various newsletters at Agora often catch my eye. They don’t always work out, of course, but every once in a […]
As most of the Irregulars know, I try to get to all of the Value Investing Congress conferences, and I share my thoughts and notes on many of the stocks (and often invest in a few, eventually). This time I was able to make it to town in time for the pre-conference Workshop, which involves […]
Before I get churning with this week’s Friday File, I want to take the opportunity to thank you, the Irregulars — and particularly the several new members we’ve had join up as Irregulars in the last few weeks — welcome to the club! Stock Gumshoe has always tried to balance how we do things, offering […]
Chris Mayer is an interesting newsletter guy, a former bank analyst who now writes a newsletter that is typically half looking for undervalued, boring stocks like banks and insurance companies and half looking for far riskier “hidden values” overseas in frontier markets. Or at least, that’s how it appears from the teaser pitches we see […]
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Chris Mayer is well known the mavens of Gumshoedom, not only because he has presented at the last two Value Investing Congresses but also because his publisher, Agora, has […]
We first heard the “Chaffee Royalty” pitched a little more than five years ago, back when Chris Mayer was touting the “next Franco-Nevada” with a pitch about passive mining royalties — and, as you’ve probably guessed if you’ve read this far, it’s baaaaack! The basic idea of royalty investments is familiar to most Gumshoe readers […]
Thoughts from Myron—Emerging Markets, Precious Metals and Fiber OpticsEd. note: Here is another installment from longtime reader Myron Martin. Myron has agreed to our trading restrictions (he won’t trade the stocks he mentions for three days), but we have not reviewed, approved or screened his stocks or ideas, and the opinions he expresses are solely his own. Myron’s past commentaries can be seen […]
Agora Financial has been trying to sell Chris Mayer’s Special Situations newsletter by pitching his “CPR Plan” — which is a strategy that he says he uses for 53% of his investing portfolio, and which has “NEVER lost money.” I generally have a fondness for Chris Mayer’s stuff — he gave a good presentation at […]
Chris Mayer, who we’ve covered from time to time as Agora has teased his letters, was the last presenter of the day. He talked about owner operators, which generally means “skin in the game” — founders, families, large investors. Owner operators have their wealth at risk, look for long term profits, it all makes perfect […]
Chris Mayer runs the Capital and Crisis newsletter, often looking for far-flung stocks or odd special situations, and he sometimes brings an interesting idea or two to us through his teaser pitches … so I thought we’d take a look at his latest idea today, a spiel about some stocks that you can buy and […]
Chris Mayer has a lengthy ad out now for his Special Situations newsletter, and in it he teases a handful of different ideas, from Mongolia to spin-off investing to S&L conversions … but there was one particular pitch in the ad that caught my eye. He says that he’s found a unique stock … and, […]
“… even with the ‘easy’ oil gone, you shouldn’t be surprised to hear more discoveries are coming online. Today I want to share with you a special way to profit from today’s newest oil finds. As you’ll see, it’s adventurous. Plus, it could be your way to profit from the next big find, before anyone […]
Today it’s time to come back to Chris Mayer, who’s teasing a small oil stock with a “magic drug” and that owns a massive $31.5 billion “oil bonanza” right here in the US of A. Sounds intriguing, right? Several of my readers thought so and passed it along, so let’s see if we can sleuthify […]
Here’s the latest pitch from Chris Mayer for his Mayer’s Special Situations newsletter: “It’s the ONE resource more precious than oil, natural gas or gold. Without it, China’s growth — and the world’s — will likely come to a screeching halt. “Read on to discover the ONE tiny penny stock that has the breakthrough technology […]
“The New Alaskan ‘Oil Gush’ Is Underway… “Forget the greedy oil tycoons of Iraq, Saudi Arabia and Iran… Forget the oil giants Exxon, BP and Chevron… “This Tiny Exploration Company could deliver you a quick and early retirement…” That’s the intro from Chris Mayer in our newest tease — he’s trying to recruit new subscribers […]
I hate to pick on Chris Mayer too much, as he seems a nice enough fella and has teased some useful investing ideas in the past — but so many of my readers are asking about this “Golden Staircase” stock that I felt compelled to sniff it out for you … And, yes, to listen […]
Given the massive mailing list reach of Agora, Chris’ publisher, you’ve almost certainly been sent this ad for his Mayer’s Special Situations newsletter — it’s all about a tiny stock (of course — they’re always tiny) that can make you massive gains by virtue of the oil they’re going to suck away from Iran’s massive […]
I don’t usually write about the same editor twice in one week, but in a land where ads like this hit my mailbox every day I can’t have any hard and fast rules along those lines … and I couldn’t resist taking a look at this latest ad from Chris Mayer, and again it’s for […]
Here’s how today’s ad opens: “The biggest opportunity of the new world economy… “‘Hard Luck’ Scheele’s Discovery Could Quadruple Your Money by July 14, 2010 “Every country in the developing world needs this 231-year-old discovery, but… “Only 10 companies in the world have it… “Only 3 of them are pure plays… “Only ONE can actually […]
Focuses on special situation investing — spinoffs, buybacks, etc. Ceased publication when Mayer moved to Bonner & Partners.
Edited by Chris Mayer, a stock picking newsletter that looks for undervalued and “hidden” stocks. Ceased publishing when Mayer left to write a couple new letters for Bonner & Partners.
[note: this older piece is from 2008, The “Chaffee Royalty” is being teased again in 2013 but it’s pointed at different stocks, you can see our updated take on the new version of the ad here.] If anyone was in danger of forgetting the “Chaffee Royalties” teaser ad for Chris Mayer’s Special Situations newsletter, the […]
“Using this three-step “paycheck portfolio” plan… tap into an endless stream of income, for as long as you’ll need it… starting with as many as 75 checks, sent automatically to your account.” Not bad, eh? That’s the tease from Chris Mayer and the Capital and Crisis newsletter from Agora (which is not to be confused […]
[note: this older piece is from 2008, The “Chaffee Royalty” is being teased again in 2013 but it’s pointed at different stocks, you can see our updated take on the new version of the ad here.] The people of Gumshoedom have spoken, and they have said, “what is this Chaffee Royalty thing?” This is one […]
This one comes in from Chris Mayer for his Capital & Crisis newsletter. Chris has brought us, via teaser email, several investing ideas over the past year — from one of many “next Berkshire Hathaway” picks (down about 15%) to an interesting under-the-radar natural gas company (up 75% or so). But this one actually includes […]
This one came in last week as an ad for Chris Mayer’s Special Situations Newsletter … he also writes the Capital and Crisis newsletter, and this is certainly a trend, hot newsletter editors creating “more exclusive” newsletters with higher prices that address smaller companies or unusual opportunities. I imagine the Capital and Crisis subscribers are […]
It should come as no surprise that after only a couple weeks of posting my teaser sleuthing on this site, I’m already on my second “next Berkshire Hathaway” — as I’ve written on my other blog several times, and been guilty of myself, the search for the next Warren Buffett is one of the most […]
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$FYI - AltEnergyMag Newsletter - February 6th, 2019 Some of todays articles; Are Solar Shingles and Solar Window...
How can you capitalize on Geothermal Resources Development? https://www.law.cornell.edu/uscode/text/30/1144 U.S. Code §...
mgx minerals in rockstone research, California dream team for geothermal lithium , other minerls. mindblowing articl...
got guy in California and western states for other projectsfor geothermal . visionary co. better get on board t...
intent to build A MILLION barrels a day in the near future is what I just read in a journal. cal. and other wester...
$MGXMF - MGX Minerals Processes Lithium Brine from South American Salar Samples and North American Geothermal Brine ...
Jackbob52, it goes back to what Hank keeps saying. Do not blindly buy what Paul is saying. ...but do some research and ...
Like you mentioned, Ormat just bought out US Geothermal (HTM). It was an all cash deal. I had bought US Geothermal as ...
Yes, Mampilly has promoted that one a few times as well (the ...
$MGX ow - MGX Minerals Strengthens Leadership Team to Execute California Lithium Strategy; Appoints Randall Keller As VP...
SPECULATING ON I-PULSE...I've thought about this but don't spend too much energy on it (that's a pun) because I-Pulse is...
The geothermal production site just north of Ridgecrest, CA is a rare example of a non-polluting production. It happened...
PLEASE GIVE US AN UPDATE ON rampf THE eQUIORIAN GEOTHERMAL UTILITY...
RE: Katusa. I like Katusa, but even after solving his picks, you need to evaluate them for yourself. Several of hi...
China has a full nuclear power plant program in process. But they are also going bananas over battery and electric power...
Mis-statement above: " I have become neutral to bearish on energy..." meaning other than the electric battery segment: ...
The 2008 article states this geothermal co. is quiet efficient, and produces enough electricity to power the over 200,0...
It appears the EPA et al are sounding off on geothermal activities near the Salton Sea. They claim that the process of ...
Seems like a better return on a pure geothermal investment could be had by just installing a geothermal system for one's...
Here is a little info on something like i-Pulse, that uses electric blast to shatter rock so it flows, ie sand. The only...
The problem with the vast thermal energy below the crust is that it isn't *easily* available in most of the world. It's ...
Friedland Futurefest #2...one thing that makes me sit up and take notice is that Friedland's idea of using hot granite i...
JUICY ads and vids from him. i was slathering and dribbling from excitement.had too change my nappy.is this really where...
Congrats on 10 years, Travis! You've already beaten the odds for startup businesses. The U.S. government has been imp...
They're talking about geothermal power, which is certainly real. You can make the call for yourself whether the particu...
Hi IndPharm: Thanks for a fine question. And this point is highly debatable: my answer will not be concrete. Culturally ...
Mr. Mampilly’s assertions are questionable, at best. Geothermal power is a very challenging business that is, almost ...
Assuming you are a subscriber and KNOW what the pick is, you should not hesitate to post the REAL recommendation if in f...
The tease is probably about U.S. Geothermal (HTM), located in Boise, Idaho....
Bravo I got stuck in the mud with a geothermal HYPE. It didn't go broke but didn't do much despite the publicity. Tha...
Don't know. I have seen about three write ups recently, including one from the Stansberry group, about Uranium. Travis...
As a mechanical/nuclear engineer. Geothermal harvesting technology has vastly improved. Several states are writing new ...
Happy 10th and many more! Thank you Travis, Lynn & Gummunity. U.S. Geothermal Q4 Earnings Report: Getting Bette...
Geothermal energy always makes a great case on paper. The real/hidden/somewhat unpredictable long term risk is the mine...
More than 10 years ago, I took out a small position in UGTH which was US Geothermal at that time (now it is HTM) only b...
Another play in parallel to ORA is US Geothermal ..stock symbol HTM. The stock is at ~$4 now, but read their investor pr...
Another play in parallel to ORA is US Geothermal ..stock symbol HTM. The stock is at ~$4 now, but read their investor pr...
One thing about geothermal is that the geothermal fluid needs to be returned to the formation or the formation collapses...
MXSG; Mimpilli's GeoThermal company. Thank you for your excellent work, German...
I heard the pitch too...it might be US Geothermal (HTM) or Ormat (ORA) ..but Ornat is Israeli...
i sat through the spiel today and low and behold it was for PU. You should have gotten a play for a heat mining (geother...
The source of energy that could fill the electric grid and therefore charge lithium batteries is geothermal energy as pr...
I have been following Katusa since his Casey days. Lost a small amount of speculative money on one of his geothermal pi...
Funny, I mentioned Alterra today and it's been on my mind for a little while. That's the survivor of the Ross Beaty geo...
Economic growth doesn't have to mean increased pollution Dave: clean energy technologies are undermined and black-PRd by...
While I don't have a PhD, I was a Professional, Graduate Chemical Engineer with over 30 years experience with 4 major Oi...
Thanx HN. Uranium seems to be especially news-driven, with just one positive report or promotion having the power to tem...
I strongly suggest to anyone thinking about a long play in energy stocks that they view a documentary called "Pandora's ...
I have total confidence that Earth's engineers and scientists can solve the problems you cite. But where's the incentive...
Frank this is a terrific post. I was a Red Cross Disaster volunteer in the past, did a lot of their training, so kind of...
I purchased three energy stocks: Hydrogen Engine Center, Inc. (HYEG); American Power Groups, Inc. (APGI); and U.S. Geot...
Iceland has geothermal springs which to the best of my knowledge are the key to its low level-polluting power system. It...
I first signed up to the CER at in October 2010 and I left the service in november 2012. At first I enjoyed the service ...
With major success stories like Rick Rule and Ross Beaty backing Mega I am holding on to my shares in the hope that at s...
As a retired power plant engineer/constructor, mostly nuclear, I have some perspective that you might want to consider. ...
I'm no expert, but I'd DEFINITELY recommend getting OUT of Any Fiat Currency based asset, and into real Value-hard Asset...
Please disregard my prior comments, unless you also have an interest in geothermal. I see the company you asked about h...
You mentioned interest in oil and natural gas. I forgot to add that www.ram-power.com is geothermal....
I have HTM BOUGHT WHEN FIRST TEASED IN 2008 DID NOT SELL AND NOW SITTING ON A LOSS THAT WILL HOPEFULLY REDUCE AS SHARES ...
kerfuffle doesn't have a geothermal system to generate electricity, he just has a 300' well or two to drive a ...
I am a new reader and am interested in whether you patented your geothermal converter or have an intest in selling your ...
I have a geothermal system, my own system design, in my own home and now running for 5 years therefore have an interest ...
Just became an irregular and happy to be one. Back in the early 60's I was a chemical engineer working on a pilot ...
I hadn't heard that there was ever a real buyout offer, though I haven't followed them closely over the last s...
I own HTM and absolutely love the idea of geothermal. Its a dream energy: cheap, renewable, and BASELOAD (try that wit...
Good day investors. German solar and geothermal energy shares rise 100% intraday ENRO Energy today on the Frankfurt St...
With some chagrin I read what I wrote back in Aug about Goro and wish now I had not been so sceptical and had taken the ...
I KNOW it is Reservoir Capitol REO-V and not only do they have a former producing goldmine in their portfolio, their mai...
Good article Gumshoe, I was wondering, if in your investigation, you ran across a company down around Brawley, CA, near...
You don't know what you are talking about. All Geothermal plants in CA are in production and not depleted. There is...
I was going to suggest Ram and nevada geothermal as the others......because....just because. ...
Travis, I suspect your right as usual. I've bought and sold all of these geothermal companies years ago. As I pok...
Sorry, but you're wrong -- check the source of every quote in the teaser -- all about geothermal energy, including ...
I am correcting the aluminum smelter guess in the above post because the smelter built by Bechtel in Iceland is hydroele...
I agree with Moreland S. that thermogenic oil is geothermal energy. I think the aluminum smelter mentioned for the firs...
I don't think that's the teaser target for Curzio's campaign -- except to the extent that you might think...
We are not talking geothermal when saying "thermogenic oil". We are talking Thorium reactors" as describe...
Peter - you had a great argument started with the concept that Geothermal is not the best or most efficient energy repla...
Geothermal Energy The right projects would make energy available for a long time! ...
What about geothermal? Doesn't that fit the bill for Fredonia? ...
What about geothermal? Doesn't that fit the bill for Fredonia? ...
Enter text right here! From what I recently read I agree that geothermal could be an interesting player in the energy ga...
Not all geothermal is clean. I have a relative who an engineer at Southern California Edison and was deeply involved wit...
I had done a Independent Study on Geothermal Energy in my Masters and i didnt find any instance that mentioned about ear...
Dear Gumshoe: Happy reading about these inputs on geothermal energy. I once worked (20-years in my belt) for PNOC En...
The earthquake risk is from ONE company that was doing silly things . . . Geothermal is the best cleanest renewable ener...
"Why do we waste time on such nonsense, GEOTHERMAL energy...AND as a sidebar , slowly develop alternative forms of energ...
Why do we waste time on such nonsense , GEOTHERMAL energy , when we have HUGE Amounts of Natural (Clean Burning) Gas up...
I recently read that two companies, one in Switzerland, canceled geothermal projects because the water pumped in was cau...
Extra caution for geothermal, due to possible earthquake risk -- this developing story was sent in by a reader, it hadn'...
My recent turkey is long Dry Ships with some January calls. What a dud! Lansing's pick. GeoThermal is snake oil. Ever...
Sure, Raser could do fine, and I agree that we'll be trying to get a lot more energy from geothermal sources in the deca...
I think, sadly, that you're wrong about Razer. Since the earth's core is 15 million degrees (source AlBore) there's plen...
This is one of many Alt energy plays I unfortunately bought during their last runup, and rundowm. My take is they are cu...
can you feature some small caps stocks or even the microcap stocks ?...i knew they are more risky but certainly there ar...
This is an interesting article( Part 1 and 2) about Geothermal companies. Probably after reading it some people mght thi...
Actually, Nevada Geothermal Power (TSX:NGP) is traded in the states on OTCBB, not Pink Sheets. This stock has treated m...
As someone who has spent his entire career in the power generation industry it always bothers me when newsletters tout t...
Geothermal - no but Green tech yes. IHGP. This is how I play all -I use a screener on previously day - V-P-3mo H&L. ...