Topic Archives: Sandstorm Gold (SAND SSL.TO)

Friday File: Sales for Profit and Loss, plus a couple add-on buys post-earnings

Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]

Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings

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, […]

Friday File: “Why This Big Data Company is Set to Jump on Earnings Again”… plus Increases to Two Stubborn Positions

I’m always interested to see what kind of big-growth ideas are being teased, particularly in a market that already feels so expensive, so a Cabot pitch caught my eye again this week — this time it’s from Mike Cintolo for Cabot Growth Investor, and this is what grabbed my attention: “My Expectation: A 25% Jump […]

Thoughts from Myron

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 — […]

SandStorm Gold Valuation

Hi Travis, Looking at Price to cash flows and PE, do you think Sand storm is overvalued? While they did sign the big deal recently, they’ve had an incredible run up prior to the NYSE listing and an almost parabolic growth after that. Earnings come in Nov. Seems like the stock has already priced in […]

“Why ‘Canadian Silver’ Could Pay 100% MORE than Ordinary Silver Over the Next Few Years…” (PS, there’s “Canadian Gold”, too)

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 […]

Gold Miners and Financial Challenges

Thought I’d share this with the community – especially given the focus here on SandStorm Gold (they’ve also been in the news lately). http://business.financialpost.com/2012/07/24/miners-forced-to-get-creative-as-traditional-financing-sources-dry-up/ While all of this seems to be to be great news for SandStorm over the long term (especially with gold prices holding steady – unlike coal and gas!), it does provide […]

“$72,780 PER MONTH ‘Mainz’ INCOME STREAM Found Inside President Obama’s Tax Returns”

[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 […]

Some Gold for the Brits, Medical Records, My Recent Buys, and yet another look at Sandstorm Gold

Today, dearest Irregulars, I’ve been a bit thwarted in my efforts to find new and intriguing investment ideas for you — that is, I’ve found some, certainly (they’re always out there), but they haven’t matched the template for what I generally like to share with my favorite readers (yes, that’s you). The first one I […]

“Box” Your Gold Stocks … and find “an extremely rare opportunity”

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 […]

Comments

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    Travis, I'm a newer Irregular... how would you recommend starting to invest in gold royalty as of today? I see in the ...

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    $MZUX - McEwen Mining Reports Positive Exploration Drill Results from Grey Fox https://mailchi.mp/mcewenmining/mc...

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    If we can't count on "Fluorescent sand," how about the "Quantum battery?"...

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    ridi pagliaccio, now a new riddle. the wather predictors magi told FCC that the 5G wavelength present a problem (as thei...

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    In the Knick of time...from Thinko’ Yesterday this Rooter was on the search for literally essential small “parts....

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    I would love to be a copywriter except for one HUGE problem: I don't like lying. Fluorescent sand. Ha. Ha. Ha....

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    Travis, Does LGND have to follow the royalty model? SAND turned its fortunes when it broke the mold. Perhaps LGND is go...

  • Travis Johnson, Stock Gumshoe

    True enough, here's the three month chart of Sprott (orange), followed by the one-year, compared to GDX (red), GLD (gree...

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    Just joined the premium bc I enjoy reading your content. Researching your portfolio now for some pick ups. Already in ...

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    $SAND Sandstorm Gold...latest presentation https://www.sandstormgold.com/investor-centre/overview-investors/ My se...

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    John Mauldin did a blog post about "Sandpiles." Months ago. It is about piling more sand on top of a sandpile until th...

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    As an cexample: A service has $SAND in the portfolio as a hold. A few days ago they said sell and re - enter at a future...

  • Travis Johnson, Stock Gumshoe

    Overall, considering my entire portfolio, about 4% is physical gold and silver (roughly 75% gold/25% silver). I don't c...

  • Travis Johnson, Stock Gumshoe

    Definitely not my favorite idea in gold, but I continue to hold on to a small stub of my warrant position from last year...

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