Earnings season is clobbering me with news once again this week, so there’s a lot to share… I’ll start with the actual transactions I made today, and move on to look at a dozen other stocks I own or am watching… buckle up! We’ll start with the one that probably most of you can’t easily […]
Articles
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: Â Daydreaming about the charitable foundations we’ll found, and the universities […]
Zach Scheidt is pitching his Lifetime Income Report ($49) newsletter by hinting at some more big 5G winners — and while there’s probably not a whole lot new in the four stocks he’s teasing, since most of the 5G stocks have been discussed to death as we wait for the surge of next-generation profits to […]
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 […]
Another week of fussing about macro issues that we can neither control nor predict, what fun! The Federal Reserve did exactly what the market demanded in cutting rates, but the market was still mad because they failed to promise that they would give us each a pony. President Trump seemed angered by the lack of […]
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 […]
With the tech world in China turmoil, it seemed like now might be an interesting time to dig into the latest teaser pitch from Jeff Brown about his “brand-new 5G device” that he thinks everyone will have to buy. The ad started running last week, when Brown made a “live presentation” at the Shubert Theatre […]
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 […]
I’ve got a new buy to go into in some detail today, but first let’s go through some meaningful earnings reports that shook up the Real Money Portfolio this week and sent some questions my way… The Trade Desk (TTD) beat the analyst expectations for both revenue and earnings this quarter, but not in a […]
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 […]
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 […]
Today I’m taking a look at a Kyle Dennis ad for his Sniper Report ($97/yr), which is published by RagingBull. Haven’t looked at his stuff before, but it seemed to get some reader attention, so… digging right in. This is what I imagine got most of the dreams of greed ignited: “I sincerely believe it […]
I’m going to get to several updates on Real Money Portfolio stocks at the end, including those questions “What to do with Qualcomm (QCOM)?” … but first, I’m going to go through the stocks where I’ve completed my Annual Review this week. Each year I promise to re-analyze and reconsider my opinion about each stock […]
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 […]
We have a couple traditions here at Stock Gumshoe… we call out one of the worst teaser stock ideas around Thanksgiving and identify the “Turkey of the Year,” and then, as the year comes to a close and holiday merriment washes all around us, we call attention to the best teaser stocks of the year. […]
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 […]
There was an election on Tuesday, I hear. I voted. The counting is almost over now. Apparently the world did not end, and now we begin the campaign for the next election… everyone raise their hand who wants to vote for austerity and deficit reduction and lower spending and higher taxes and delayed Social Security […]
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 […]
Have you been watching what’s going on with the trendy pot stocks lately? Holy crap. This reminds me now of 1999 more than it reminds me of the cryptocurrency bubble of this past winter — these larger marijuana companies, like many of the dot com companies (and unlike most cryptos, of course), are real businesses […]
“On October 1st, This Weird Rooftop Pod Will Deliver the Death Blow to ‘The Big 3’ Cable Companies… With One Clean Shot” That’s the opener of the latest ad for Ray Blanco’s Technology Profits Confidential, which is selling subscriptions with the promise that you can get rich and shut down America’s most hated companies at […]
A few purchases to talk to you about today, and a couple other notes as we go… mostly on the theme of risk and safety, as we close out a week with lots of news-driven volatility. Ready? Innovative Industrial Properties (IIPR) is, in some ways, a fun way to “play” the marijuana boom with less […]
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 […]
The latest email ad from Stansberry Research entices us into believing that Stansberry’s got the next gargantuan gainer, like Amazon or Apple… “Nearly two decades ago, one of our analysts covered an obscure online bookstore called Amazon… “And it went on to change how we shop forever. “Today it’s one of the biggest companies on […]
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, […]
How shall we begin the day? How about some philosophizing… Remember to question just about everything, and be open to new information. Two examples for you: First… I live in Massachusetts, maligned many years ago as “Taxachusetts” during the Bush/Dukakis presidential race, and I find that I still run into articles or pundits citing the […]
Hello, dearest Irregular friends! I’ve been spending part of my day working on our new “Ask A Stupid Question” project, but don’t worry, I wouldn’t forget about my favorite Friday File readers! So what’s up this week? There are a few minor updates in the Real Money Portfolio that I’ll get to at the end, […]
We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]
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 […]
Things will be a little quiet here at Stock Gumshoe for the next week or so — I’m off to do my big fundraising ride for Dana-Farber tomorrow, and will then be taking several days off to recuperate next week and spend time with family… I’ll be back with the Friday File next week, but […]
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 […]
I’ve got a few Real Money Portfolio updates for you today, but first I wanted to check in on a teaser that a few folks have asked about… Dr. Stephen Leeb is a familiar name in newsletterdom, he has been helming newsletters from a variety of publishers for decades, and it seems he has again […]
First, let’s get the week’s changes to my Real Money Portfolio out of the way… and after that, I’ve got a few other updates on stocks that I follow for you, dear Irregulars. We’ve got a new stock in the portfolio…. As of tomorrow, I will have a position in NVIDIA (NVDA). This is a […]
Before I get into some updates on my Real Money Portfolio, I’ve got a quick look at a teaser that several of you have asked about: Keith Schaefer’s pitch for his Oil and Gas Investments Bulletin about a “perfect business model” and “everything you want as an investor.” Here’s how Keith gets our mouths watering: […]
Lots of news on companies in my Real Money Portfolio this week, so I’ll try to keep it fairly brief and share my updated thoughts on a bunch of them. Here goes! Shopify (SHOP), the e-commerce service provider that has been so aggressively pushed by the Motley Fool over the past year, released another fantastic […]
I’ve got some notes (mostly brief, I hope) to share about the various quarterly earnings reports that have hit my Real Money Portfolio stocks this week… but I have gotten a pile of reader questions so I wanted to start with a look at Sandstorm Gold (SAND), which announced a pretty big deal earlier in […]
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 […]
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 […]
Yesterday we dug into the teaser pitch for Blue Chip Gems that promised Bret Jensen’s “#1 Forever Stock for 2016,” and I told you I’d try to also name his other two picks… … so that’s today’s goal, identifying those other two members of Jensen’s “Top 3 Buy and Hold ‘Forever Stocks’” portfolio. We don’t […]
This ad has been running again and generating a lot of questions from Gumshoe readers, so we’re re-posting the answer here. The article below has not been updated or revised since it was published on July 20, 2015, other than an update to the Irregulars “Quick Take” box and an updated disclosure at the bottom […]
Christian Dehaemer is pitching his Crisis and Opportunity newsletter ($499!) by talking up a “Ghost Town Showdown” that he says indicates we’re on the verge of seeing big profits for the suppliers in the “driverless car” business. So, naturally, we want to know what these “secret” stocks are — driverless cars have been teased before, […]
I’m still in the “accumulation” phase of my financial life — I’m trying to add to my savings and investment accounts as aggressively as a I can, and keeping my eye out a couple decades to what my holdings might do before I retire. Assuming I ever retire. So my perspective is, I know, quite […]
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 […]
The following was originally published on November 10 and has not been updated or revised. The teaser ad covered is being circulated again today with a slightly different headline pitch about cellphone royalties, but the balance of the ad (and the teased company) are largely unchanged. —from 11/10/14— Dr. David Eifrig is touting something that […]
It’s like the Stansberry folks know what appeals to your friendly neighborhood Stock Gumshoe… and they just can’t get enough of our coverage. Every time I turn around lately they’re teasing and promoting a different kind of “royalty” company. And I loves me some royalties. Royalty companies are pretty well understood by most investors — […]
The “best of” newsletters have not been generating a lot of marketing buzz in recent months, but many publishers have them and they’ve been a reliable way to get “entry level” subscribers to try out their products — in the hopes that some of those subscribers will then upgrade to their specialized, more expensive letters. […]
Hilary Kramer’s purview is continuing to grow over at Investorplace Media — Louis Navellier has been a little quiet on the marketing front, Robert Hsu is long gone, but I’ve been seeing a lot of Hilary Kramer pitches lately. And the recent one that’s caught a lot of attention from Gumshoe readers is for her […]
This latest teaser ad is all about owning a “piece of an idea” — owning something valuable that gets you royalty payments, or payment for the “rental” of that idea. It’s a little bit similar to the old “Mainz Income” royalties, which were teased as a way to get recurring income that (we were told) […]
Comments
Investor Clouseau, I did the same thing with my Travis suggested QCOM....
$QCOM Thanks for the #TradeNote earlier this week, I also decided to exit with pretty good gains in hand loosely followi...
Thanks Travis, I just may re-invest my stopped out QCOM funds and purchase SWKS. Happy Friday!...
Thanks for the feedback... I did wonder if they had managed to hold on to that short position through the incredible App...
Trade Note: QCOM Qualcomm lost its battle with the Federal Trade Commission, and my initial reaction is that they los...
Reading your Trade Note for Irregulars a few days ago, bought some NOK. Reading your Friday File for Irregulars, I am n...
Nice summary on qcom and xilinx. With Nokia, are the sales recurring like qcom, or is it more boom/bust cap equipment cy...
Trade Note: I’ll write more about this tomorrow, but I’ve promised to let you know about significant equity trade...
Hi Travis, Was there a note/update about QCOM after their APPL settlement? Would love to know your thoughts on it. And ...
Travis, I like to subscribe to this article but there is no way to subscribe. No little box that i could click. Does ...
Nice summary. Wish I’d followed you into QCOM. Doh....
Hi Frank, I am also holding QCOM calls . Don't you think that this settlement clears the way for QCOM to be an active pa...
The patent settlement was very favorable for QCOM calls and I unloaded most of mine yesterday. I thought it was interes...
Lots of others potentially involved or impacted as well, in varying degrees, from chips to towers to data centers -- Sam...
CNET claimed this recently? Samsung is already using QCOM chips and will likely release a 5G phone, probably still usin...
The $6 stock that Jeff Brown is saying will form the infrastructure to create trillions isn't QCOM but is more likely NO...
Certainly a reasonable plan, particularly for optionable stocks that you want to buy in round lots. Requires discipline...
Assuming vars is cars..could be QCOM. Slide 44 in this prezo has alot of the players. Its pretty cool for anyone thats...
Could be he's regurgitating this: https://www.stockgumshoe.com/reviews/stansberry-innovations-report/whats-stansberry...
QCOM will resolve the Apple issues and then on to 5G and more. Not saying you'll get rich just oon QCOM, but there is a...
There are lots of start-up industries that will be enabled by 5G. Qualcomm is not necessarily in the lead in automotive...
Thanks Travis. It is always great to hear your take on things. I did a few moves myself yesterday. Finally got rid o...
It's pretty early to figure out how long the transition will take, and who will win -- it will enable a lot of amazing s...
With all the hype about marijuana stocks, have U seen or heard about the Qualcomm of pot? Supposedly the pot stock of Si...
Citi Resumes NXP Semiconductors NV ($NXPI) at Neutral Following Qualcomm (QCOM) Acquisition; Downside to $90 if Deal Bre...
Still OneWeb. Still a private company. Still has several large public companies as investors, as detailed in the artic...
tons of elds out there. even the navigation device by randy mcnally is eld compatible. the most popular one is by Qualco...
Agree, Qualcomm is the safe play to participate in just about all areas of communication, cellular, Internet and content...
With the advent of 5G technology coming into play in the next year or two, along with LEO competition, the internet will...
Broadcom bid for $QCOM faces Chinese backlash https://seekingalpha.com/news/3325603-broadcom-bid-qcom-faces-chinese-b...
$QCOM: Qualcomm signs $2B in MOUs with Lenovo, OPPO, vivo, Xiaomi Jan. 25, 2018 12:45 AM ET|About: Qualcomm Inc. (QCOM)...
$QCOM - EU slaps Qualcomm with $1.2B antitrust fine https://seekingalpha.com/news/3324745-eu-slaps-qualcomm-1_2b-antitr...
IoT (internet of things) stocks. Motley fool has a ton of articles with random picks. Sierra Wireless and Qualcomm seem ...
IoT (internet of things) stocks. Motley fool has a ton of free articles with their picks. Sierra Wireless and Qualcomm s...
$YDRMF Sharing Promotion... - YDreams Global Signs Augmented Reality Project for Top 5 Media and Entertainment Company...
$YDRMF Sharing Promotion... YDreams Global Signs Augmented Reality Project for Top 5 Media and Entertainment Company in...
The only one I'm currently invested in is Skyworks Solutions, though Qualcomm is an obvious 5G choice, as are the tower ...
It's hard to imagine the deal going through, but I like the idea -- I've toyed with buying Broadcom, and I owned Qualcom...
Qualcomm hails big victory in 5G https://seekingalpha.com/news/3301360-qualcomm-hails-big-victory-5g Oct. 17, 2017 2:2...
$CWBR Funny you bring up Qualcomm. I thought I would never find anything as good as $ARTH. I have been doing this fo...
Thank you for the response Cleveland. I will certainly read and re-read all the material you cite. I don't post often ...
Don't have a take on the auction and I haven't looked at that in any detail lately, but I expect it will be good for the...
Another note about the focus on this sector, from briefing.com this morning: Qualcomm Incorporated (QCOM...
Hendrix, hard for a silver miner to get to tingle status, like you always say minors suck. So no, not a qualcomm or cle...
Several folks have emailed me questions about Qualcomm as well, so I'll try to be a little clearer in explaining my thin...
Source: Getty. Many other tech giants have joined the attack against Qualcomm. Samsung (NASDAQOTH: SSNLF) alleges tha...
Here's Morningstar's take on Qualcomm from 7/19 , I'm hanging in there.... "Qualcomm reported solid fiscal third-quarter...
$FGRRF np - Fingerprint Cards is teaming-up with Qualcomm to pre-integrate capacitive fingerprint technology on low- an...
Royalties do work in other fields (McDonald's comes to mind, as does Qualcomm), but the specifics of the contracts matte...
I'm with you, I loaded up big time at 62.5 cents. This one feels a lot like qualcomm, and I was 3-4 years early there. ...
Looks like Intel is really fairly desperate to build up their auto business -- MBLY to be taken over by INTC at 40X 2018...
I still have large positions in gold. The financial and economic forces at work are inflationary and debasing to all the...
$AAPL, $QCOM #WSJ news - Apple sues Qualcomm in China https://twitter.com/WSJ/status/824403240724926464...
Really ugly morning for Qualcomm today -- the antitrust suit from the government has now been amplified by a suit from A...
For many years, all the people who worked in my building who had i-phones which only used ATT technology at the time, h...
It was actually my first investment. I was about 30 and had saved up a little wad, so I figured it was time to teach my...
Your sharing is making big money for people who find your info to be well researched and credible, like I did back in th...
Qualcomm to Acquire NXP OCT 27, 2016 - they mention $110 per share in press release. does this change anything?...
Travis, just curious if I accept the tender offer that my brokerage company sent for the $110/share offer from Qualcomm,...
Not a formal one. I didn't see anything appealing as we headed into the election, and the November one would have been ...
To hold a year for a guaranteed 10% wouldn't thrill me or anyone in arbitrage. I think $NXPI can beat that offer on it's...
That depends on what you think the risks are, and on whether you are willing to accept a 10% return for one year. That'...
Hi Travis - Great job, as usual ! But --- RE: Qualcomm and NXPI – Is it really a good deal for NXPI investors to hol...
Qualcomm Buys NXP For $47 Billion: Biggest Semiconductor Deal Ever via zerohedge...
STMicro which designs, develops, manufactures, and markets semiconductor products, and subsystems and modules. frontopt...
I tend to agree. I think the potential is huge and definitely disruptive. I can see Energous getting gobbled up by one o...
Qualcomm Is developing a tech called "LTE Direct" that does the same thing as these "black boxes" but instead, it uses c...
Great Review, Travis. I have been pondering the VR market for some time now. There are definitely many areas where the...
Regarding QCOM, 2/21/16 WSJ article "How Qualcomm Is Dialing Up a New Vision", also speaks to new CEO's vision to expand...
QCOM- Qualcomm Lengthens Its Wireless Lead Over Intel: http://seekingalpha.com/article/3891756-qualcomm-lengthens-wirel...
Intel And Qualcomm Have Jumped Into Bed Together: http://seekingalpha.com/article/3879136-forget-intel-qualcomm-rivalry...
Haven't seen that ad, but in almost every case these "royalties on cell phone sales" pitches are about Qualcomm (QCOM), ...
In the past i made a little profit on Qualcomm. But at today's price I WILL PASS AS THEIR ARE BETTER BUYS IN THE MARKET...
I had a nice run with Qualcomm and sold them a little while ago, no special foresight just did it, the stock went up and...
This one is for NFC chips and tech, mostly NXP Semiconductor (NXPI) but also Qualcomm (QCOM), we covered it in February ...
Never mind, Apple and Qualcomm would be what you want to look at. As a side note, Keith Fitzgerald just went positive ...
Last "Toll bridge" ones I saw were about Qualcomm as the "toll bridge" for mobile (they get a large portion of their rev...
What NVIDIA has described as their self driving car application for the Tegra K1 GPU (or one of it's successors) includ...
Do you think that Qualcomm will acquire SWIR Canada the would be the right marriage with the Qualcomm's royalties probl...
Do you feel that Sierra Wireless (Canada) will be acquired by Qualcomm will ? Seems to me that would make Sense... for...
This is WAY off topic, but it doesn’t seem to fit into Alan’s “Sex, Lies, and Video Tapes” either. -) Hewlet...
It's true. QCOM has been involved in MEMS for about 10 years and has a large patent portfolio in that space. Just google...
Many thanks to Tanglewood. I really appreciate your info and web address for the company. Qualcomm sounds very interes...
Hi Marilyn, I did some more digging and I came up with the actual report. It is not ARM Holdings (ARMH) but Qualcomm (Q...
Perhaps but I suspect it is QualComm. They provide the chips for every major smart phone manufacture, and they hold a h...
I've been trying to come up with an answer to that very same question myself for a while. And I'm afraid there is no sin...
I don't disagree with you about from whence growth will come in general, but Navellier (or his copywriters) apparen...
I prefer Quicklogic (QUIK) which has a new chip in the next iPhone as well in the upcoming Dell phones and will be in vi...
Travis have you ever gotten this add? On September 15th... This Discreet Amsterdam "Rendezvous" Will Ignite a $...
I still think Qualcomm is the very best way to play the entire "3G", CDMA business.......