Naspers: A way of owning Tencent at a discount?What do you think of the South African company Naspers (also traded OTC on a US listing) as a way of owning Tencent at a significant discount? As far as I’m aware they still own a sizeable stake in Tencent (10%) as well as Flipkart and other less well known companies. I’m unsure if any […]
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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 […]
Let’s start with some selling this week, a mix of profit taking and stop-lossing for you… I sold a bit more of my Apple (AAPL) position today, as it tickles the $1 trillion level of market capitalization (and the only company as large is now Microsoft… who would have thought, decades after the rivalry began […]
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 […]
So… anything happen this week? 🙂 We’ll start with a few headline-grabbers from the Real Money Portfolio in the technology world, slide into a little teaser solution for you, and then share some updates on a couple small buys I made, plus some additions to the watchlist, along with the usual blather… Xilinx (XLNX) had […]
If you’re wondering whether it’s interest rates or just “worry about overvaluation or growth” that’s making the stock market go crazy this week, or whether it’s the trade war or political upheaval or something else, well, join the club. There’s some indication that traders are in fear of the “slowdown” that could be caused by […]
I keep seeing more and more marijuana teaser ads, and yes, marijuana is an exciting sector right now with legalization in Canada and probably more incremental moves toward legalization of marijuana in the US this next election cycle… but they’re still companies that we have to analyze and understand if we’re to think of these […]
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 […]
Since the other part of today’s Friday File is all about a biotech stock tease, I thought I’d start out this week’s look at my Real Money Portfolio stocks in that sector. I avoid the drug developers, for the most part, but health care should be a huge sector and a growing one, in general, […]
Hello, dear friends — I have a few portfolio updates to start with as I get you updated on a few trades that triggered since I last wrote, so adjustments to the portfolio (including a few buys and sells) will be the focus of today’s Friday File. The latest update to the Real Money Portfolio […]
Lots of readers wondering today about Steve Sjuggerud’s latest China teaser — it starts with a pretty “urgent” promise… “Recently, in a closed-door meeting in Boston, the most powerful authority in global investing told me… “Two Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31 Get there […]
Wyatt Research is doing another “how to buy pre-IPOs” seminar that’s actually a hard sell for his Million Dollar Portfolio ($795/year), and this one’s built on the “get in early on Flipkart” idea. Flipkart, if you’re unaware, is the leading e-commerce brand in India — sort of like the “Amazon of India,” though it’s very […]
A few updates and thoughts to share with you on this fine May Friday, starting with a more detailed look a the new healthcare-related stock that I added to my portfolio a little while ago and haven’t discussed much yet. That stock is Premier, Inc. (PINC), a truly generic name for a pretty interesting company. […]
A reader asked me about a Motley Fool promo that was running late last week, and it sounds like a pretty spicy one… here’s the part that got my attention: “Did the “Next Netflix” just raise $2.25 billion in a massive IPO last Thursday? “I’ll tell you what, I wasn’t missing out on its IPO. […]
Sometimes we just need to take a step back. On Tuesday, we were headed into a devastating trade war, with a third of our exports to China subject to punishing tariffs (in response to the tariffs proposed on more than 10% of their exports to the US)… by mid-afternoon on Wednesday, the trade war is […]
The talk of “Trade War” is everywhere in the financial media, as you’ve no doubt seen — the first round of “tit for tat” trade tariffs has been decided on both sides, with the US planning tariffs against Chinese steel and aluminum and the Chinese retaliating with tariffs on a variety of mostly agricultural products […]
What do I think? That’s what a lot of readers are asking during these volatile days… and there is, of course, no easy answer. My thoughts are all over the place, so today’s Friday File musings are going to run the gamut. Tesla (TSLA) is a good example of how the market is treating investors […]
I just realized that we blew through the 11-year anniversary of the launch of Stock Gumshoe just a few days ago… and forgot to have a party or light the fireworks or anything. Ooops. Guess I was distracted by this nutty stock market… so, “happy birthday to us!” And thank you, dearest Irregular, for making […]
Time for another look at a growth stock being teased by Cabot — this time, it’s a pitch for Cabot Growth Investor ($99/yr) from Mike Cintolo, and he’s following in the footsteps of a great many folks in predicting “The Next Amazon.” And who could blame you for being interested in that, right? Amazon has […]
How about that bitcoin, eh? Those of you who’ve been following my personal portfolio and reading these Friday Files closely know that I sold pretty much all of my cryptocurrencies back in September, when it got to be a large enough position that I found the cash more valuable. Lots of you think I’m crazy […]
What to do when the market is looking ugly, and pessimism is trying to sneak in through the back door of our long-running bull market? Look for a purveyor of optimism and see what he says. So that’s the mission today — as interest rate worries (and perhaps fears of political risk) catch enough attention […]
So… what’s going on this week? The world watched Congress actually pass something last night, on the 30th anniversary of the 1987 stock market crash (they passed their spending framework bill for 2018, which is importantly mostly because it sets the stage for tax reform legislation to proceed in the coming months), so that made […]
Today I’ll try to keep my blather a little more limited than usual… I have one update on a stock that I bought recently, and a couple updates on our watchlist this week (that list always lingers down there at the bottom of the Real Money Portfolio, in case you’ve missed it). The update is […]
Brett Eversole has a new ad letter out promoting subscriptions to True Wealth, Steve Sjuggerud’s “entry level” newsletter service over at Stansberry, and it sounds awfully exciting — how do we make 500% returns, and what’s the “tiny device that’s eating the world?” Well, the ad is all about mobile payments — using your cell […]
In how many areas of life can you be guaranteed to get average results even if your abilities are inferior? That was one of my favorites quotes from the presentation by Ed Wachenheim at the Grant’s Conference: “People with inferior abilities can get average results with an index fund, which is remarkable.” But, of course, […]
That headline carries the promise of Robert Hsu’s latest tease, and since I shared some “rerun” articles of his with subscribers to the Stock Gumshoe Daily Update on Friday, I thought I might as well have a look at a “fresh” one today. And yes, he puts right in the headline that “Hint: It’s not […]
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I closed by subscription just days ago. 9/17/19 his recommendation Naspers NPSNY gapped down 32%+. Does anyone know if S...
Steve Sjugerjud of Stansberry Research says this is a game changer, He has been pushing Naspers for a while now......
Yes, I expect it will probably help to finally close the discount to Tencent... though the fundamental driver will still...
Also an Alliance member. I bought nine of his China recommendations, actually NPSNY is South African but owns 40% of Ten...
Interesting -- yes, the "this will be the biggest company in the world" pitch from Sjuggerud about Tencent has been roll...
Thanks for the clarification! You did discuss about Clean TeQ before, but I was initially unsure about Fairfax - whether...
Hi Travis, I see that you talked about possibly letting Naspers trigger a stop loss. What are your thoughts (recen...
Good points, S.Africa is certainly a worrisome country, and changing the laws to somehow pressure Naspers is a meaningfu...
StockMidas, Thank you for the Naspers caveat. Any thoughts on how the SA government change(s) will effect the Ivanhoe (...
Naspers (the name derived from Nasional Pers, meaning National Media) hails from my native country, South Africa. With a...
Isn't Naspers selling their investment inTencent?...
As a subscriber to Sjuggerud's newsletters, he's definitely pushing KBA, and Ping An. Taking their advice, I have shares...
So we know about KBA and KWEB and Tencent, Naspers, BABA and BIDU. Do I want to spend $1500 to discover that the magi...
I don't invest directly on the JSE. Interactive Brokers is the broker I most often use to buy direct on overseas exchan...
I don't know. All I can tell you is what I've done with my money -- the last 10 stocks I've bought, either new purchas...
The price per share being close for the ADRs is just a coincidence. Buy Tencent if you just want clear and unfiltered e...
I have been using robinhood and NPSNY is not available. How can i buy Naspers?...
both Naspers and Tencent have ADRs but the Naspers one, NPSNY, is more visible and liquid here, while the Hong-Kong-list...
we got into Naspers first because my reporter Harry Geisel is married to a South African born lady. then we bought Ten...
There is a risk, I don't know what the size of the risk is. The risk is mostly that the South African government could ...
Isn't there a big country risk with South Africa ? The African Congress is passing a law that will take the land away f...
Well, then they probably picked a better price :) I first owned Naspers and Tencent more than a decade ago, and fooli...
Naspers and Altius have been on my watchlist too. Your rationale gives me a better idea beyond the two newsletters I sub...
I have owned Naspers as a play on tencent for almost a year now - up 45% so far....
It's not Chinese , even worse it's South African,when the current free money bubble implodes they all go down in 6 month...
Does Naspers really own 1/3 of Tencent? If so, I would rather own Naspers because they are not a Chinese stock....
Yep. Naspers essentially performs exactly as Tencent, since a third of Tencent is their primary asset....
Are u sure this is not Naspers?...
That's reasonable as well, if you like the growth prospects -- it's just that buying through Naspers is so much cheaper ...
Travis --- instead of Naspers as a backdoor to Tencent why not buy TCEHY directly like I did this week for around $48+ ...
stansberry research made naspers pick of the year.The founder of Ten Cent s supposedly . never took salary just options...
I fell for the hype & subscribed to True Wealth lst week..u are correct in naming Ten Cent (TCEHY)& IPAY& Na...
Only China would have 700 million users of anything. It's Tencent. He also talks about a "backdoor" into the 1 tap app...
Naspers owns 34% of Tencent. It's may backdoor play on tencent...
Yes, Naspers has offered great exposure to emerging market tech/media stocks for a decade or more -- the foundation (asi...
Not sure about the appetite of USA or other developed market players about a curved ball entry into Tencent. Naspers (N...