This ad is being circulated again, and sending a lot of questions our way, so I’m re-posting our solution (which first appeared on September 4, 2019) and taking an updated look — the ad itself has not been updated at all, as far as I can tell, but I’ll add my updated thoughts throughout and […]
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This spiel from Christian DeHaemer touches on many of the “trend” stories that investment pundits have been talking about in recent years, with a pitch about the “new normal” and the five big trends that will make you rich. It’s an ad for his Bull and Bust Report newsletter ($99 for the first year, renews […]
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 […]
This ad from Ian Wyatt has been running for a little while, with some apparent variation, but he keeps aggressively re-pushing it as a “new” webinar, so our readers keep asking about it, and I haven’t covered the tease yet… so that’s our project for today. What are those top five stocks he keeps teasing? […]
This isn’t a brand new ad, it’s been circulating for a couple months now, but I’ve gotten a lot of questions recently and haven’t covered it before… so I’m digging in. The pitch is from Eric Fry, who launched Fry’s Investment Report as an entry-level stock-picking newsletter fairly recently (last summer, I think), and the […]
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 […]
We so often see ads about how we’re on the verge of the “greatest technological disruption of all time,” with fortunes to be made that recall the gilded-age empires of Andrew Carnegie and John D. Rockefeller, and that’s probably my favorite kind of financial pornography: Daydreaming about the charitable foundations we’ll found, and the universities […]
The steady thirst for 5G fortunes is far from being slaked, it appears — pretty much all publishers have some tried some kind of promotion to convince us that they have the best and most lucrative idea for investing in the next upgrade cycle in mobile telecom… and today we’re looking at the latest spiel […]
Thanks for your kind wishes (and patience) as I took a couple weeks off with my family — we had a wonderful and relaxing getaway in a few of the jewels of the Rocky Mountains as we toured through some northern national parks, most of them blessedly devoid of cell phone service or wifi, but […]
Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
*** This article was originally published as part of the Friday File on March 8, 2019. It has been (very) lightly updated and unlocked for everyone to read *** Today’s teaser that we’ll feed to the Thinkolator is from Michael Robinson for his Nova-X Report ($79/year), and it sounds kind of familiar…. These Mysterious ‘M-Boxes’ […]
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 […]
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
Happy weekend, campers! Here’s a good quick read for you to start the weekend from Vitaliy Katsenelson, who is a smarter guy than me. It’s called Want to Be a Better Investor? Stop Staring at Your Portfolio… and it got me thinking a little bit. Here’s a little excerpt: “You spend hundreds of hours on […]
The ad we’re looking at today starts out with all sorts of braggadocio about how Jeff Brown at Bonner & Partners is “arrogant” or “pompous” and “egocentric” and “in your face,” and in general just not a very nice guy… the headline is “America’s Most Arrogant Investor.” That’s all malarkey — I don’t care whether […]
As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
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 […]
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 […]
A fantastic market last week, a terrible market this week… it’s time, once again for another episode of “Turn Off CNBC and Have Some Perspective!” I won’t go into a long screed about long-term investing here, but I thought I’d just share one of my favorite charts — I see someone post something like this […]
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 […]
Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]
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I have first hand experience from a Telecom vendor as well as working with Finnish software developers for the last thre...
Ericsson stock?...
Ericsson was trading around $8 at that time and has been moving up; now about $11. It’s frequently in this conversati...
Now that Huawei is gone out of the picture I think Nokia, Ericsson and Inseego are all in great positions to be at the...
I've been in the industry for the last 20 + years, 5G will be very profitable for Ericsson and Nokia only if Huawei do n...
I’m betting on Ericsson long term for sure, as for June 19, 2020, hell no....
The same is true of Ericsson, Nokia, Samsung, Qualcomm, Intel and a few other biggies — nobody has a lock on all of th...
I just this week added ERIC to our ADR portfolio at Global-investing.com after Ericsson wrote down SEK 1 bn in inventory...
On June 2, both Bell and Telus selected Ericsson and Nokia to build their 5G networks. The other telcos in Canada will ...
Earlier this month AG Bill Barr mentioned ERIC and NOK as potential key players in the future of 5G roll out across the...
ooh! I own both Naspers and Prosus and wrote them up for my readers. And I don't live in Silico n Valley. I own Qualcom...
I would put my money on Ericsson ticker{ ERIC }next big 5g play ,My # 2 Nokia{ NOK}...
Lots of them, though the biggest equipment makers are Huawei, Ericsson, Nokia and Samsung...
It's a sad week for those of us that fell for all the Nokia hype. I closed my position yesterday and changed course. ...
Haven't seen the tease but Ericsson trades at around $9 and Travis talks about it in the premium content. I'd guess tha...
Yes, I do not expect Nokia or Ericsson to get a lot of business from China for building new 5G networks... though both o...
A possible explanation why NOK and ERIC do not move up can be found here: https://www.visualcapitalist.com/the-future-of...
Indeed. Huawei, Ericsson, Nokia and Samsung make almost all the equipment and base stations, but there are also tower/s...
Trade Note: A couple 5G stop losses hit the Real Money Portfolio today... This morning I closed out two smaller posit...
I'm wondering myself; he writes: (The company is publicly traded and is) developing digital asset securitization service...
Being în the industry for the last 20 years, I'd say it will come a time when the shares of 5G vendors will go down as...
New info on 5G, Ericsson, ERIC, is also getting to be a supplier. your welcome...
Travis, do you think those "M-Boxes" might actually be made by Airspan (AIRO)? This is currently a $7 stock, and this pr...
There are a great many of them promoted by lots of different people. The ones that I’m currently invested in primaril...
5G rollout will surely happen - even though some claims regarding speed, etc, are overhyped. Trying to predict which com...
Ericsson, Huawei and Nokia are the large players most widely discussed as possible winners from the infrastructure build...
What your thoughts on Ericsson (ERIC) Verizon and Ericsson have announced an expansion of their 4G LTE partnership, with...