Chip shortage?Hi All. How do think this will effect TSLA and the semi conductor stocks? https://www.bbc.com/news/technology-55936011
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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 […]
The newest ad for Whitney Tilson’s Empire Stock Investor ($49, renews at $199) is all about this “Taas” business, and I’ve gotten a few questions since it started circulating a week or two ago… so let’s dig in! The basic idea is that “TaaS,” which is “Transportation as a Service,” is going to take off […]
Crazy earnings week, eh? That leads me to a few adjustments to the portfolio, as my opinions have changed about a few stocks at the top of the Real Money Portfolio. So this week your Friday File is another run through a hodgepodge of stocks, starting with the one that I think is looking most […]
Today we’ve got a bonanza of content for my favorite people (yes, that’s you!) — a couple quick teaser solutions to close out the week, which morphs right into one little transaction in my portfolio, and then an update on a few other things that are going on with Real Money Portfolio stocks. Ready? OK, […]
Qualcomm (QCOM) is now back to having a 4% yield… which was pretty hard to resist for me this week. The stock is in the headlines every day of late and is well off its highs, of course, following the high-profile pursuit by Broadcom (AVGO) that was called off this week, but not all the […]
This article, originally titled “‘Universal Voice Control’ and ‘The End of Google as We Know it,’” was published on May 11. The ads have recently been coming in hot and heavy for this service, with the new ads headlined “Want to Invest like Jeff Bezos” and “Jeff Bezos’ Next Big Bet”, so we’re re-running this […]
That headline might look a little familiar to longtime Gumshoe readers… that’s because Michael Robinson had a very similar ad back in 2013 (and again in 2015) touting MEMS as a “device to end all disease” … … so, is the ad still about the same stock? Let’s look and see. Here’s how the pitch […]
We’ve seen some real shift in the dollar, interest rates, and gold over the past week or so, driven, it seems, mostly by the geopolitical risk that is headlined by Syria — I don’t have any idea how that will resolve itself, but under President Trump and his ability (and seeming inclination) to create “black […]
Today I continue my annual navel-gazing for you, as I look at each position in my portfolio — though this year, as I mentioned in our kickoff last week, I’m changing the way I describe, report and follow these stocks for you, largely so that I can be clearer about my preferences and opinions and […]
Lots of questions rolling in about this one — it’s a pitch for Sean Brodrick’s Oxford Resource Explorer, which these days is offered at $79 a year (or $49 for email-only)… though the letter is actually signed by David Fessler, one of their analysts who has generally been touted as an energy and resource expert […]
The latest pitch from Jason Stutman for his Technology & Opportunity newsletter is all about the big changes happening in the auto industry — primarily the safety and self-driving innovations that are driving auto tech forward. The intro is, of course, much more attention-getting than my first paragraph above — this is how the ad […]
We’re breaking things up a little bit today for the Friday File — this piece is about some investments that interest me personally, and I’ve also got a teaser solution piece for the Irregulars today that you can see here. The investments that are most appealing to me right now are both in the technology […]
NXP Semiconductor (NXPI) and Visteon (VC) both reported results this week, both pretty much in line with what I would have expected and pretty close to analyst estimates (Visteon earnings were well above estimates, revenue well below because analysts have a hard time getting very specific on Visteon quarters — but their big picture remains […]
I’ll be fairly brief today with my Friday musings for you today, because I’m off to the Grant’s Interest Rate Observer Conference on Tuesday next week and I expect I’ll be writing a few extra notes for the Irregulars based on what I see in those presentations. I’m particularly interested in hearing the thoughts of […]
There’s not one “big thing” that jumps out at me this week to blather to you about for your Friday File edutainment, but I do have a smorgasbord of thinklinations to share… including a few “quickie” teaser solutions as we go along. First, for those who have been asking: Yes, I have now covered my […]
This week I’ve got a lot of thinking to catch up on — there are several stocks in our Gumshoe Universe that have reported or generated some news of late, many of which I own, and I’ve got some thoughts on a lot of them to share with you. I started with my reaction to […]
[ed. note: Today’s training ride took more out of me than I expected (I’m raising money for Dana-Farber by riding in the Pan Mass Challenge next week, please sponsor me if you haven’t yet done so!), so I’m afraid I have to leave you with what we’ll gently refer to as a “rerun” — though […]
Good title for an article, right? I’ve realized, after getting a few questions, that some Gumshoe readers are interested in a few of my less liquid, more levered, or riskier investments, the ones (like options and warrants) that I don’t really talk much about when I post my personal portfolio comments (except when there’s a […]
There was a whisper of panic in the air this morning. Early in the day I had trouble connecting to both the Kitco website (for gold prices) and to Fidelity, among a few other websites that seem to have been temporarily swamped. People are a little jittery about just what they should do with their […]
A few things to blather on about for you today — a teaser, a new mutual fund I’ve been following that has some appeal (and some of my money now), and some quick updates on my portfolio. First, though, I want to call attention to our discussions here at Stock Gumshoe. Most readers will never […]
The “Idea of the Month” for May, which is fast coming to a close, is automotive electronics — and I think we have two interesting options that I’m interested in buying (I don’t own either right now). First is Visteon (VC), an idea which has been kicked around in value investing and “special situations” circles […]
The ad we’re looking at today came in from the Oxford Club, and at first it didn’t catch my eye because I assumed it was yet another re-marketing of their old “Hyper Fi” idea from last year… but, it turns out, today they’re hinting at something different. Which is probably good, since that old Hyper-Fi […]
Today we’re looking at a teaser pitch from Larry Edelson, who thinks that the government is on the verge of outlawing cash and forcing you to use credit cards and other digital payments. And, of course, he has a way to enrich you as this trend proceeds… buying the companies who are doing the payment […]
I’ve got a few thoughts to share with you about GSV Capital and a few other areas where I’ve seen questions or interest from readers recently, but first I want to get a quick teaser solution or two out for my favorite Irregulars…. One pitch that’s sent a lot of questions our way of late, […]
We haven’t looked into a Motley Fool teaser pitch for a while, so let’s all settle down in our desks and get out our pencils — we’ve got a long one to look at today, and it’s all about the kind of “rule breaking” company and technology that David Gardner, founding Fool brother from their […]
This article was originally published in late January — Andy Obermueller is teasing Apple suppliers again, hinting that the Apple “Growth Window” will close up on September 30 (presumably when we start freaking out about their next wave of iPhones and iPads, usually introduced around then), and the descriptions of the teased stocks that he […]
Maybe the scariest thing I can tell you is, “I’m not selling everything.” The drumbeat in my head continues to be one of worry, I continue to be a little bit surprised at how high stocks are going, and how resilient stocks are. But thankfully, I haven’t been acting on those macro worries — because […]
For those who find themselves feeling a little nauseous about an imminent financial collapse, inevitable hyperinflation, the death of money, the end of America, the zombie apocalypse, or whatever other kind of armageddon is being used to pitch newsletters I offer a simple antidote: read a teaser ad from Louis Navellier. I assume it’s Navellier’s […]
We see pitches about the “end of money” all the time — across the spectrum from the goofy spiel for “loyalty points” being the next Bitcoin, to actually trading in Bitcoin, to the more popular “end of America” pitch about the dollar dying and the need to have old silver coins and gold in your […]
It looks like our longtime favorite MEMS company, Invensense (INVN), which I continually wish I had bought on the many times it has dipped to $20 or below, is indeed finally an Apple iPhone supplier. Business has otherwise not been fantastic for INVN as some of their big customers, notably Nintendo, have scaled back in […]
David Gardner has touted and teased many stocks for both his Rule Breakers and his Stock Advisor services — probably, in fact, we’ve covered more Motley Fool teaser ads here at Stock Gumshoe than we have any other publisher (and according to the quick calculations of one of our readers, they’ve had more winners than […]
Andy Obermueller writes the Game-Changing Stocks newsletter for StreetAuthority, which is either new or renamed as far as I can tell (it looks like it might have replaced his Government-Driven Investing), and he’s been teasing us with a spiel about the hottest investment opportunities for next year — hoping to get on early, I guess, […]
Seems like I’m seeing a lot more of David Gardner over the last month than I had for ages — he’s the growth-focused half of the Motley Fool brothers, and this time around the pitch is for his “aggressive growth” newsletter Rule Breakers. This letter has brought us a lot of interesting ideas in the […]
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I collected TAAS related stocks in a chart group and they are: ARKQ, GOOG, APTV, NXPI, NVDA, SUM, MLM, USCR, VMC, NT...
Thanks for the article. I've been trading LAZR for decent gains and nice to learn more about the sector and other player...
NXPI...
I can't verify Jeff Brown's past before he became a newsletter pundit in 2015 or 2016, but he was a tech exec at Juniper...
I looked at chart for NXPI and stock #3 matches perfect 57% jump from June to Jan....
Good points, thanks. It's also true that it's harder than one might think to get designed into automobiles, or to suppl...
That Shark Tank reference is just an extremely old reference to "internet of things" in general, but I haven't seen the ...
If you buy Pandora, the merger will fall through, dropping the share price. If you don't buy Pandora the merger will go ...
The nine stocks are broken into three groups: Smart World Stocks: Alphabet, Biadu and Facebook Smart Data Stocks: Splu...
This one is for NFC chips and tech, mostly NXP Semiconductor (NXPI) but also Qualcomm (QCOM), we covered it in February ...
I apologize for the disorderliness of my recent post. I meant to first convey my NXP Semiconductor- (NXPI) is poised fo...
Hi Bernardo, There are a lot of companies working on this, the one large firm that's usually mentioned is the European ...