Updates following earnings for many of our Real Money Portfolio companies, particularly in tech and insurance
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
What’s Lombardi’s “5G Stock Too Cheap to Ignore?”
Jeff Brown’s New Apple Super-Cycle Teaser
Jeff Brown says of his #1 recommendation for Apple’s new “Super-Cycle” is a company whose CEO was a Purdue alum with a graduate degree from MIT. Anyone know who this is? I’ve already identified some of the companies in this teaser as Finisar (FNSR), Corning, and perhaps QCOM (Jeff’s old company), LG and CrowdStrike as […]
Leave a comment Read MoreMcCall’s “Folding” breakthrough: How to profit from “The Smartphone that Will Change the World?”
De-teasing the "folding screen" pitch from Matt McCall's Investment Opportunities
19 Comments Read MoreFriday File: A New Pot (sorta) REIT, plus DocuSign earnings and more…
Gold had its worst day yesterday since 2016, so that was a little shock to the system — mostly, I think, because the latest leaks and Tweets about the China trade dispute were relatively optimistic, with meetings scheduled for next month. It’s hard to imagine we’re going to have a “real” trade deal before the […]
5 Comments Read MoreFriday File: Pot Dividend Surges, plus thoughts on gold and “bargains”
A couple buys in the Real Money Portfolio this week, plus notes on IIPR, Sprott, WRTC, Osisko, Nokia and 3M... among others.
15 Comments Read MoreWhat’s the $6 Stock Pitched by Jeff Brown for the “#1 Tech Pick of the Decade: The ‘C-V2X’ Revolution?”
Is this a new idea, or just a rehash of the "Invisible Fiber" stocks teased months ago by The Near Future Report?
38 Comments Read MoreReviewing Curzio’s “This Tiny $6 Company is Going to Replace Every ‘Smart Device’ on the Planet” pitch
What's the screen technology company being teased by Curzio Venture Opportunities?
13 Comments Read MoreWhat’s the “Trump 2020” idea about a “top-secret Texas Silo” that Casey calls a “Cash Grab Opportunity?”
De-teasing the latest teaser pitch from The Casey Report ... E.B. Tucker says this "could be like buying Amazon for under $40 in 2007."
19 Comments Read More“Get it now before the iPhone 6S is unveiled September 9th, and you could make a king’s ransom”
Uh oh, it’s almost too late! I’m typing as fast as I can, but I’m not sure that I can get this teaser solution written up for you before Tim Cook unveils the latest iPhone today! And… there it goes, I didn’t make it. Dang. So please, please forgive me if the stock shoots up […]
8 Comments Read MoreCan “The Blue Chip Millionaires” turn every $10,000 into $1 million in just 36 months?
I know, I know, I’m cynical — but yes, we can probably start out by responding to that headline question with a “probably not.” But that doesn’t mean we don’t care what they’re talking about in this latest ad — this time, the pitch comes from Jimmy Mengel for his The Crow’s Nest letter — […]
10 Comments Read MoreAltius and Callinan, Interest Rates, and a new one for the Watchlist
“1 Stock Set to Dominate the Hundred-Screen Future”
David Gardner's Stock Advisor teaser for "Project Purple" and the Willow Glass revolution
9 Comments Read More“Don’t Buy Apple Tomorrow Morning, Buy This Instead”
Checking in on the repeating "Hand-Picked by Steve Jobs in 2005" teaser pick from Charles Mizrahi's Hidden Values Alert
28 Comments Read MoreIn Which We Sniff Out Six “Dividend Vault” Companies
Checking out the teased "$1.7 Trillion 'Dividend Vault' That Could Save Your Retirement" from StreetAuthority
16 Comments Read More“The #1 Stock For Cashing in on Apple’s ‘Mobile Revolution.'” (Ian Wyatt)
A new iPhone comes tomorrow -- which means we must cover more iPhone-related teases!
10 Comments Read More“The Apple Effect: One Stock to Profit from the Next iDevice” (Ian Wyatt)
Sniffing out the next winning Apple supplier from Wyatt's 100K portfolio teaser
15 Comments Read MoreDavid Gardner’s “Ultimate ‘End of America’ Play”
Moving up the Food Chain
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 […]
Leave a comment Read More“Japan glass maker to cash in on tsunami reconstruction” (Bryan Tycango)
In the wake of every news event, there’s an investment story just champing at the bit to be told — and certainly the Japan earthquake, tsunami, and nuclear panic have brought a lot of investment stories to the fore, from broad-based thoughts on the future of nuclear energy or the impact on global GDP, to […]
4 Comments Read MoreAdding to Corning and Sprott Resource Lending
Just a quick note: I added to my positions in Corning (GLW) and Sprott Resource Lending (SILU) today, in both cases because the prices have come down a little bit. Corning continues to seem to me like the big “old industrial tech” company that doesn’t get enough respect, with folks frightened about what a slowdown […]
Leave a comment Read MoreBuying Xerox
I’ve noted a few times in this space that there are some “old tech” companies that have my interest right now — one of them is Corning (GLW), which I bought a month or two ago, and the other that kept coming to the top of my list is Xerox (XRX), so I picked up […]
Leave a comment Read MoreA Few Buys, A Tracking Update, and Finally Some Numbers for NEP
There are a few things I want to share with you this week — I’ll update you on a few purchases I made for my personal account, including several add-ons to existing positions and one new purchase, I’ll give you my quick take on my (finally) updated tracking spreadsheets for this year, and I’ll check […]
7 Comments Read More“One Technology Can Keep America from Going Dark” (Money Map VIP Trader)
I was just puttering around this morning, trying to decide which ebullient and/or egregious teaser ad to focus on, when a new one came rolling in across the virtual transom … and it looked like just the thing to wake a Gumshoe up, so let’s dig in! The ad is from Horacio Marquez for his […]
9 Comments Read More“The California Effect: Make 900% Thanks to the Green Mafia”
Well, I promised to stray from all the gold talk for at least one day, so today we’re digging into a teaser from Michael Robinson for his BreakAway Investor — from my limited experience in dealing with Robinson, who took over this letter not that long ago, I can tell you that he appears enraptured […]
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Jeff is speaking about a pre IPO companie so it can not be Glw .Do jou how the companie...
Hello- I appreciate you. Thank you. The Spatial Computing revolution he is talking about (SCG) is none other than Corni...
I noticed an ad above for Jeff Brown tech shock portfolio for $49. Surprised to see Travis supporting his newsletter an...
The #1 Stock for the $1.5 Trillion Spatial Computing Glasses (SCG) Revolution. Jeff Brown thinks that Corning (GLW) will...
In 2016 I bought GLW at around $16 because high demand for display glasses. Now, my investment is showing some maturity...
I sold Microsoft , QQQ, Dollar Tree et. al. too early; but, I held onto GLW, accordingly I'm not a complete idiot!...
I previously made and lost a small fortune on GLW between about 1997 and 2003. I think my $10K investment got to over $1...
GLW is the best play on 5G IMO-checks so many boxes...
Travis, your own portfolio stocks have likely kept you busy enough this week, but do you have any new thoughts about a w...
Thanks, Travis, my top pick to benefit from 5G is GLW. I think it will at a minimum double over the next 2 years & downs...
Travis, have you seen Jeff Browns show on 5g Stock to buy? He list a number stocks to look in too. ie tsm,Swks, Not, g...
Travis, as always, thanks for your excellent insights. wish, I had the time to type all of my reasoning, in the great de...
Add to that InterDigital (IDCC, wireless technology), Skyworks (SWKS; wireless chips), Corning (GLW, fiber), Dycom (DY,...
Corning Glass sounds good to me as a core holding. But wait for possible bottoms if there really is a big market crash ...
I’ll count (maybe bank on) the invisible threads as being the fiber optics cables 4 ft buried (eventually) under our ...
Thanks Margarita... they may have tried different versions of the ad, nothing close to Corning was hinted at in the pitc...
#NOK, #GLW, #SBAC are the three recommended . Nokia is the $6 stock. Corning (GLW) killed it today. SBAC Communication...
Travis....I have long wondered why Dow Corning has not moved into west Texas in Ward and Winkler counties to take adva...
Thanks for the clarification. That raises other concerns. Is this solid fiber or is it particulate like blown installa...
FYI: Solid earnings from Corning this time around, matching analyst estimates -- though they were much worse than a year...
I've been long on Corning for a long time now and plan on holding it for the long run....
Corning has been a great stock over the years and it's a must in any portfolio.. Thanks Travis.....
Great article thank you. The Fed model doesn't work. The same 100% gains after the crash could have easily been made b...
I prefer Arris for internet connectivity play. If you insist on old school telecomm, try Corning GLW instead....
I think Google Fiber is primarily a push to try to get other telecom companies to provide higher data speeds, they can k...
I still like chip foundry TSM, and have sold it on highs and bought it again on dips. However, a "new" toll-bridge compa...
No details either and while Corning seems somewhat logical, I'd look for something related to the fingerprint ID technol...
Haven't seen the latest pitch, but Apple-related teasers from the Fool have mostly been for American Tower (AMT) or Corn...
I agree with Travis, it is Corning (GLW)...
BMW electric i8 will be equipped with Corning glass. Deals with Toyota, Chevrolet and GM are rumored within the industry...
The "special material" is Willow Glass, one of Corning's newest products. (Ticker symbol GLW) In June 2012, Corning unve...
Hi Travis, I don't think this teaser is Corning, because Charles Mizrahi mentions it as " a chip that goes into ev...
Hi Marilyn, I expect this is another variation on their teaser for Corning -- I wrote about it here in an earlier iterat...
Definately I believe this is gonna be the future...I guess Graphene will make it all happen. Question to me is are we a...
Funny- you read all this and Corning can not get out of it's own way and Uni Pixel goes up 11.35% on one wise guys vide...
So, David, are you saying that the "secret supplier" might not be GLW (Corning)?...
Hi, I Do know that the Corning glass plant in Midland NC is hiring a lot of new production workers, although I don't k...
You may be right Travis, because he says the company is a 161 year old Amercian company. I don't know if Corning has bee...
I don't know if this is still the one he's pitching, but for quite a while this Spring he was teasing Corning as the sto...
I work in an audio visual technology company. Corporate is going by the way of touch monitors for all of their boardroo...
Ha! No, but days like today make me extra pleased that I decided (very belatedly, I admit) to get out of Corning, Cisco...
If you read the bullet points further down in the email, it sounds to me like they're talking about Corning and Gorilla ...
I actually had figured this one out, mostly because I'd already read much of the same stuff and bought in last month. I...
I am not a Corning fan, though I have followed the stock from time to time, for several years. From a pure investment ...
Many of you have probably seen this youtube clip made by Corning; it's quite remarkable and prompted me to buy a few sha...
Well, first let me send mega-kudos to Travis (aka: StockGumshoe) as well. You sir, provide a much-needed service throug...
Sorry. It's Stockgumshoe. Techmaster, in your own opinion, what company do you think has better touchscreen prod...
Stockgumshoe, would you please also take a look at http://www.lig...
Yep, it's a busy field and the unsustainable nature of the current ITO standard conductive layer seems to be well k...
I'm a bit sceptical about such small company being the originator of this screen technology; there's giants li...
I also own corning (GLW). I read that the chines were going spread the wealth in there counter. Their is to big of a c...
How about Corning as a play on ballooning sales of ipads. Their glass, I think it's called "Gorilla Glass" is widely use...
And yes, the stock dipped a bit on earnings -- in retrospect, it would have been nicer to double up my Corning position ...
bill,i believe your referring to corning...
It would seem the investment letter touting Corning knows nothing about the Snells Angle....
Seems I remember a few years ago Corning almost went broke because it laid so much glass fiber cable under the Atlantic ...
I can scarcely believe that the touted company, that is supposed to have such massive profits for doing such extraordina...
Paul McWilliams of Next Inning seems to think that Corning is too conservative in it's 2010 estimates as well:NI Tec...
HI Travis great work as always Well, I bought Corning thanks to OI recommendation but I think it was in 2007 or earlie...
GLW Corning Glass has been around since dinosaurs roamed the earth. It pays a dividend and seems to be a calming presen...
The reason Deisel is so high is becuse(in my opinion) is because we got away from shipping by rail and started shipping ...
HI Travis I too have subscribed to OI for years and had some successes. I bought 100 of Corning some time in 06 and it ...
Hey, that Wall St.J. PDF articule on Corning DPF doesn't pop up. Headsup...
No big surprise there, eh? Recycling is not just good for the environment, it's good business! Yep, I've heard a lot o...
Gumshoe, this is an old ad that's been recycled--I think they started recommending it in 2006 or early 2007. Jim Cramer ...
My uncle was one of the scientists at Corning who developed ceramics and glass for natural gas pipelines as well as Core...
Good point, WWP, I find it interesting that such a large company with multiple product lines and massive R&D operations ...
There are several reasons to own Corning, and I seldom see folks mention it as a silicon play, since it owns 50% of Dow ...