I don’t know what will happen in the world, but I just looked over my regularly updated Annual Review spreadsheet… and it looks like about a dozen of the stocks I owned as of last February are in my “buy” range right now. Those are in many cases contextual, otherwise we wouldn’t be able to […]
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Last weekend I was on an airplane for the first time since March of 2020, thanks to a family wedding, so I got a personal experience with a couple trends that we’re hearing from other people: First, travel is back in a huge way, every flight is completely full, and many airports are even more […]
Today we’re starting with a little update on the portfolio, and that’s going to give me a chance to follow up on some reader questions about gold and cryptocurrencies. Then we’ll move on to Toast (TOST), a company I like but a stock that I can’t justify yet, a bunch of other minor updates on […]
I get really sick of the fearmongering pitches about the “death of the dollar,” but readers keep asking so I thought I should take a quick look today at one of them. This is a pitch from Nick Giambruno about a “Reset” of the US Dollar, and in many ways it’s effectively a repeat of […]
Crazy week, eh? I guess it’s telling that it was really only the most boring positions that stayed in the green during Thursday’s tough sledding. In my portfolio the only little signs of green that day were Five Point Holdings (FPH), which is basically a land bank, Kennedy-Wilson (KW), which is a real estate asset […]
Nick Hodge and Gerardo del Real did not disappear for long when their newsletters stopped being published by the Outside Club… they’re back with new letters from a publisher they’re now calling Daily Profit, including Gerardo del Real’s Junior Resource Monthly (currently “on sale” for $99, this is effectively a restart of the Junior Mining […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
Today I wanted to start by looking at an abrupt move from a stock I’ve been watching in recent months. Lemonade (LMND) soared 20% yesterday and a bit more still this morning, on no news… the stock is not quite back to its post-IPO highs of July, but it’s awfully close now. What the heck […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
The opening to Eric Fry’s latest teaser ad sounds similar to many other gold-focused teaser pieces we’ve looked at over the years… “If you want to make a fortune in 2020, there is only one thing to know. After four years of going nowhere, gold is once again in a bull market. “Because of events […]
Today we’re looking at a teaser pitch for the new Green Zone Fortunes service from Adam O’Dell, who has offered some “cycle trading” newsletters in the past for Dent Research (Cycle 9 Trader and 10X Profits), and has recently launched this Green Zone product as an entry-level service ($49, renews at $79). I haven’t covered […]
This is a reveal of a secret that probably isn’t secret for most of you at this point, but I’ve been asked by many folks to chime in… so I’ll give it a shot. Dan Ferris is selling his Extreme Value newsletter with a long spiel that looks like it was only sent out to […]
I’m still able to generate some enthusiasm about specific stocks that I think are appealing enough to buy at these prices… but I find it very hard to be optimistic in a macro sense right now, it really feels to me as though the market is whistling past the graveyard and being far too sanguine […]
I share Trade Note updates with you, my favorite people, whenever I do any meaningful buying or selling in between Friday Files, but they’re usually shorter notes in the comment threads — today I’ve chugged through a string of relatively small trades that I need to update you on, and I’ve got a few minutes, […]
Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
I shared a brief Trade Note yesterday about the sale of part of my position in Innovative Industrial Properties (IIPR), and I promised to go much more in depth in my thinking today… so strap yourself in. (And if you don’t care about IIPR at all or aren’t interested in “bear attacks”, you can skip […]
I knew to buy like crazy last Friday morning, because people say that I am the SMARTEST INVESTOR IN THE WORLD. Woohoo! Oops, sorry, I forgot that I wasn’t selling myself with hype-filled puffery. That’s obviously not true, I did some buying last week and opened a few new positions that have done well so […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
What have we learned about teaser ads over the past decade or so? A lot, I hope, but two lessons stand out: First, dates in teaser ads are often made up and don’t really represent meaningful “catalyst” events, they’re just a way to make you feel rushed and get you to pull out your credit […]
Well, yesterday’s look at Steve Sjuggerud’s favorite gold stock brought a bunch of questions out of the woodwork about a different Stansberry gold teaser… we don’t often like to “pick on” the same publisher two days in a row, but we do aim to please — so that’s our topic for today. The ad is […]
Here’s a lead-in that really gets to straight to the point, in the latest ad from Stansberry’s “value guy” Dan Ferris: “I’ve found a $13 gold stock that every Stansberry reader should buy today. “Not tomorrow. “Not next week. Or next month. “Today. “Before it moves out of buy range. (It’s very close.)” And, of […]
We’re seeing a lot of questions this week about the promo from Stansberry for Dan Ferris’ Extreme Value (currently $1,499, no refunds), so that’s our focus for today. And it looks like this is a repeat of an ad we’ve looked at a couple times over the past 18 months, but it’s got a new […]
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 […]
There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]
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 […]
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, […]
Hello, Gumshoe friends! I’ve been off the grid for a little while, but it’s good to be back — and it’s nice to see the pile of hot, steaming teaser pitches that have larded up my inbox over the past couple weeks. So… which one to look at first? I’ve had a lot of requests […]
Regular investors are getting interested in gold again, after the big run it had in the first half of this year… and many of us also remember the ludicrous returns that many folks got from buying bitcoin early on… so it’s only natural that this ad puts our greed receptors into overdrive: “The time to […]
Today we’re looking at a pitch from Tom Dyson and his colleagues at Palm Beach Letter, they’re selling their Palm Beach Confidential service — and one of the ways they’re selling it is by promising that they’ve got an investment that could return eight times your money if gold goes up just $150. What? OK, […]
Jim Rickards, an economist and lawyer who has been peddling newsletters for Agora for a couple years, has a new ad out for his Strategic Intelligence newsletter that tries, as so many have for the past five years, to lather readers up into a panic about the imminent demise of the U.S. Dollar. And, of […]
Porter Stansberry is probably the best marketer out there in the financial newsletter world, and has access to the biggest email lists both within his company and in partnership with all of Agora’s other subsidiaries and affiliates… so when one of his ideas or letters gets a big marketing push, it tends to have a […]
Thoughts from Myron—Buyable Dip As The Market Roller Coaster Ride Continues[Ed Note: Myron Martin writes for the Irregulars primarily about junior miners. As always, he has agreed to our trading restrictions, chooses his own topics and his words are his own. Myron is Canadian, and most of the prices and dollar amounts cited are in Canadian dollars unless otherwise noted. Enjoy!] With 4 months’ accumulation of data, […]
This ad about a “Donald Trump investment” is sending a lot of questions our way, so we’re going to take a look at it for you in today’s Friday File… and I’ve also got an update on Sandstorm Gold to share, plus a quick look at the idea of “protection” from market declines and how […]
Matt Badiali has a new promo out for his S&A Resource Report, and it’s all built on the eventual resurgence of gold. He teases a few stocks for us, and we’ll get to identifying them in a moment — but first, he goes through the long rationale for gold’s rise over the next five years […]
Jeff Opdyke has a pretty inflammatory ad going around these days for The Sovereign Investor, it’s all about how the consistent export of gold from the US — as reported in form FT-900 — will lead to America experiencing it’s “next 9/11” moment in April of this year. The basic argument is that the US […]
Have you heard or seen the pitches for “Secret Income?” The spiel is that President Obama is not just earning his regular salary as President of the United States, but is also earning $72,000 a month in “secret” income. Wowzers! Of course, we’ve seen it all before — whether it’s called “Mainz Income” or called […]
Apparently the world has royalties on the brain this week … or at least, the part of the world that lives in Florida and has worked for Porter Stansberry. Frank Curzio, who writes from northern Florida, I think, has been pushing for royalty stocks, most recently patent and pharmaceutical royalties, for his expensive Phase 1 […]
David Galland at Casey Research sent out an email last night that has lots of Gumshoe readers guessing — it’s a bit of an odd “stream of consciousness” walk around the offices at Casey Research to check on the “abundance of opportunities” his team sees across all of the sectors they follow with their various […]
Now that we’re putting June to bed, I thought I’d take just a minute to check on the stocks we’ve revealed over the first half of 2013 and see what’s happening. As you probably know, we track the prices of each of the stocks we uncover from the hyped teaser promotions — almost all of […]
Americas Bullion Royalty (AMB.TO Canada, AMBCF pink sheets) is in a bit of a pickle again — last time around it was because they were shot down on the development of their Brewery Creek mine in Canada, and therefore lost the ability to split the royalty company and the mining company into two entities, and […]
I always have a few ideas floating around in my head and rising to fight for prominence when I’m working up to our monthly “Idea of the Month” piece for you, and this month is no different. When it comes to taking risks and making long-term speculative investments my temptation has been to look to […]
Ed. note: Today we’re experimenting with adding some more voices to the world of Stock Gumshoe to add a different perspective and cover some sectors in more detail. We’ve asked longtime reader Myron Martin, who spends a lot of time with junior mining stocks and other small caps, to share his perspective with you — […]
I’ve got a handful of updates for you, including one on a stock that I bought yesterday and a few other notes about recent quarterly reports from stocks I follow, but first … a teaser to solve … When I wrote about Marc Lichtenfeld’s pitch for “Spread Trusts” yesterday, I promised to also try to […]
Here’s the lead-in to the new Stansberry & Associates pitch: “How I Got My Multi-Millionaire Grandmother To Finally ‘Spill The Beans’ On Her BIG Retirement Secret “She went from making $17 a week… to completely retired, practically overnight. She hasn’t worked a day in over 53 years and will NEVER outlive her money. “She’s never […]
Several readers have recently sent in questions about a recent teaser ad from Big Gold, the “entry level” resource investing newsletter from Doug Casey’s newsletter stable … they’re pitching the idea of “Golden Tollbooths” that they think represent one of the best business models in the world, and though they hint around about a couple […]
Steve Sjuggerud just started teasing a new website that he’s launched called valuableproperties.com — which apparently is an add-on to his True Wealth newsletter, at least for now (one presumes that if it’s a big hit, they’ll come up with a way to charge more for it). The ad is posed as an “interview” with […]
“The last time this happened, early investors had an opportunity to make a fortune. Now one team of researchers thinks it’s happening again… with an unusual, little-known mining stock.” That’s the opening of the latest teaser from Frank Curzio for his Phase 1 Investor newsletter, and it’s not the first time we’ve heard the promise […]
Huh? Are the Canadian Maple Leaf silver coins going to suddenly become twice as valuable as the American Eagle silver coins? No, don’t worry, it’s not that simple and silver is still fungible, an ounce is an ounce is an ounce (well, a troy ounce, anyway). So what’s the idea of “Canadian silver” being somehow […]
[The “Mainz” Teaser Term has been used several times, click here for the most recent articles] Matt Badiali is again invoking the “Mainz” name as he teases royalty companies — the “Mainz” bit refers to the home of the Gutenberg printing press, which enabled mass-production of creative works for arguably the first time, and thus […]
The teaser ads are piling up again for companies that offer some sort of royalty interest in precious metals mining operations — and I think there’s a good reason for that. The royalty companies and streaming companies are ready to do deals and many of them are flush with cash, and junior miners are, after […]
Matt Badiali edits the S&A Resource Report, which is an “entry level” (ie, less than $100 a year) newsletter that’s currently “on sale” for $39, and his latest pitch for new members has caught the attention of many of the folks in Gumshoe Nation. He’s pitching something he calls “Secret Gold Societies” … and if […]
After several years of touting (and sometimes teasing) microcap mining stocks for subscribers of Stansberry’s super-expensive Phase 1 newsletter, Matt Badiali is launching a new letter that focuses on these small stocks, picks that he says are too small and volatile for his inexpensive S&A Resource Report letter. This letter is called the S&A Junior […]
This ad has been floating to the top of my inbox for a couple days now, and since the people have spoken I thought I better write about it right quick for you — I am, after all, your humble sleuthing servant. Well, OK, maybe not so humble all the time, but do you want […]
This note should not be considered to indicate my opinions on any of the stocks herein, or to be any kind of market prognostication about the months ahead (I’m personally worried about the market this fall, but I rarely trade on such short term worries). But since I’ve promised to disclose my portfolio to you, […]
Gold remains one of the most discussed investment themes of the year, with the price of the yellow metal bumping up and down between $900 and $1,000 an ounce — and I hold some gold and some gold mining stocks as well, but it is, in any decent economy, a terrible investment. I consider holding […]
I’ve never heard of David Skarica before, but I’ve been seeing a lot of ads for his stuff lately — he runs a newsletter called Gold Stock Adviser, and like so many others, he predicts that the bulge in US Government spending and borrowing makes inflation inevitable … and that the “gold rush is just […]
Well, the gold price seems to be recovering slightly this morning after a few days of backtracking once it got close to the $1,000 level again … so it’s time to look at another gold ad, no? Today’s feature is an ad for the Big Gold service from Casey Research, edited by Jeff Clark (there […]
Matt Badiali gave an interview to the Gold Report recently in which he talked up the “prospect generators” again, mentioning several companies I own and have written about on StockGumshoe (both for teases of his, and from other newsletters). He mentioned Centamin Egypt, which I sold a while ago, Altius Minerals and Royal Gold, which […]
At just about the very last second of trading today my limit order for Royal Gold triggered, a penny above the day’s close. So I now have a small entry position in Royal Gold (RGLD). This is a diversified royalty owner, largely in gold but also in other commodities, and the shares were obviously sold […]
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Probably a Royalty play, RGLD, SAND and many more...
They're probably stuck in a spam filter, I would guess, or got accidentally blocked by an "unsubscribe" click. As for...
Apparently they've been negotiating with Hindustan Zinc on a big silver streaming deal, and Royal Gold jumped the gun an...
A great round-up of the streaming space, thank you! I already have positions in SAND and RGLD, and now plan to add a s...
Hi Travis, I have only exposure to physical gold on my portfolio. Is it still worth adding SAND and Royal gold at curre...
I have been fortunate to own SAND, RGLD and FNV. And I even own an ETF (GLD) that I purchased way too high in 2012 and ...
I own RGLD and am happy with it, although it’s just a little more than a hedge play as far as its price appreciation o...
I have had Sprott a few times over the last few years and found it moves very slowly, usually well after Sand and RGLD....
Hey Travis, great read as always. It seems like that Tencent sell has cut deep for you. The way I confront my mistakes i...
This answer is leverage. Gold is up 18% YTD. RGLD is up 58%, FNV is up 40%, SAND is up 29%, etc....
The three best metal streamers are Franco Neavda-FNV, Royal Gold-RGLD, SilverWeaton-SLW. At some point this year you wi...