I pull together these thoughts for the Friday File throughout the week, and sometimes that means I end up feeling almost bipolar — the market sentiment on Monday was so wildly different than the sentiment this morning that our emotions can get a little whipsawed. Which means, of course, that I should be tuning down […]
Articles
More Royalties, Please… The world of precious metals royalties has been quietly changing a bit, with new entrants and some rising interest in gold as inflation concerns have heated up this year, so there are a few updates to share… but first… If you don’t know what royalties are, they’re best thought of as a […]
If you’re going to be a long-term investor, focused on buying good companies whose value can compound over time, and not just a trader who’s trying to jitterbug in and out of positions for a gain in a month or a year, then at some point you have to remove your thought process from “the […]
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 […]
Kind of seems like everyone wants to run away and hide until after the election, no? I can’t emphasize enough just how happy I am that this will all be over a week from now… or, at least, that the voting and the initial results will be over, I hope the polls are correct and […]
Let’s start with the obvious, just to get my weekly brain dump underway for you: We don’t know what the election will hold, or where the market will go from here… I continue to think stocks are pretty expensive, particularly the hottest tech stocks (and I still own a lot of them), but I also […]
What is going on with Sandstorm Gold (SAND)?Anybody know why SAND is lagging the market lately? It is way behind my other gold holdings.
Swap-lines and their impact on gold investments Please watch a YouTube video. The Most SHOCKING Interview you’ll hear in 2020. Pls do an article on this “swap-lines”and Robert Kiyosaki For example what impact will swap-lines have on the stock market, the world economy and on gold prices. And will swap-lines have an impact on your […]
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 […]
Have you ever heard the quote, “nothing tastes as good as thin feels?” Such sayings have been attributed to waif model Kate Moss, plenty of her anorexic fans, and dozens of others in the perfection industry (including Stephen Covey), and I’ll confess that the sentiment has never resonated with me even a little bit (as […]
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 […]
Today I’m throwing in a little bonus article, since it’s an interesting topic, everyone seems to be obsessed with gold again this week (though gold prices took a little tumble yesterday), and a few folks have asked about E.B. Tucker from Casey Research and his “Gold Placements” pitch. If that doesn’t sound familiar, he has […]
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, […]
It’s been a wild week. The mood was still pretty upbeat on Monday and Tuesday, a little anxiety but a lot of complacency (including mine)… I was in Toronto early this week, with plenty of hand washing and hand sanitizer but no real signs of panic or changes in lifestyle for most folks — the […]
It’s been an unusually active month in the Real Money Portfolio — a couple big sells, several brand new positions, and quite a bit more churn than I usually have. Those transactions have mostly been fairly small, the largest position that I opened or closed was the sale of my sub-2% Facebook position, but that’s […]
OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]
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, […]
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 […]
President Trump and his team have reportedly been talking about ways to “delist China” from US stock markets or otherwise put up some barriers to prevent US investors from putting money into China, which put a scare into pretty much all the US-traded Chinese stocks and ETFs… I have no idea if that’s going to […]
Here’s what I’m trying to avoid: Predicting the direction of the markets because of my deep understanding of US-China trade dynamics. Every time I read an article that asserts “China trade deal more likely because of Bolton firing” or something like that, I throw up in my mouth a little bit. The market is way […]
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 […]
Thanks for your kind wishes (and patience) as I took a couple weeks off with my family — we had a wonderful and relaxing getaway in a few of the jewels of the Rocky Mountains as we toured through some northern national parks, most of them blessedly devoid of cell phone service or wifi, but […]
This latest ad for Matt Badiali’s Real Wealth Strategist has all the stuff I love to see in a teaser pitch… a secret undisclosed location, a mysterious leadership team, a huge “you’ll make a fortune” promise as the company “unlocks a tidal wave of wealth,” and, even better, the combination of two hot ticket investing […]
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 […]
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 […]
A happy Friday to all of you out there in Gumshoeland… I’ve got a bunch of little stories to cover, starting with a chain of thoughts about some of the overvalued “cloud” stocks that have generated a little news in recent days, and then I’ll provide a few updates on other stocks, and a couple […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
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 […]
Happy New Year to the best readers in cyberspace! I hope your 2019 is fabulous… and that you don’t have too many heart palpitations following the last couple weeks of market and political brinksmanship. I haven’t written to you in a while, thanks to my much-appreciated time away with family and friends in the mountains, […]
Happy holiday season, campers! What’s up with the Real Money Portfolio as we head into a slow Thanksgiving week? The most brutal takedown of the week was NVIDIA (NVDA), which I’m sure many of you noticed this morning — that’s a stock that hit a stop loss a while back for us (I was watching […]
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 […]
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 […]
The last time we were inundated with a junior mining promo from Nick Hodge it was about that “tiny 50 cent mine” that was about to get the “green light” from Trump’s EPA, and that one has done quite well so far — that was Midas Gold, which I wrote about back when they started […]
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. […]
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, […]
So… what’s been happening to the Real Money Portfolio stocks this week? What else caught my eye? No transactions this week, but plenty of stuff to think about… Clean TeQ Holdings (CLQ.AX, CLQ.TO, CTEQF) announced a somewhat surprising equity raise a couple days ago. It seems inspired largely by urgency — they can’t really claim […]
For this week, the focus of my Annual Review moves to natural resources. I’ve owned a bunch of stocks in this sector over the years, though it has grown more concentrated of late in the mining area — mostly gold, though not entirely. To start with, I should share my basic strategy — or my […]
Annual predictions time! People are feeling a bit wealthier after this long stretch of bull market, I imagine, though the Fear and Greed Index is highly volatile and and has swung back and forth between extremes at least a couple times a year over the past few years, with 2017 being no exception, and that […]
So… what’s going in in the Real Money Portfolio this week, as we close up shop and get ready for a bit of time with family and friends? I do have one buy to share with you today, I decided to pick up some shares of the stock that I wrote to you about a […]
Lots to talk about today… we’ll start with a quick teaser solution, then move on to some big picture thoughts, updates on the changes in my portfolio (a couple small buys), and some other little updates and cogitations. The teaser comes from Mike Cintolo’s Cabot Growth Investor, which is just what it sounds like: a […]
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 […]
So what’s going on in the world this week? Uranium caught my eye… dominant uranium miner Cameco (CCJ) is suspending production at some of their Saskatchewan operations, so the other uranium names took that as a good sign, with the juniors in the space seeing their stock prices pop (the whole sector, as represented by […]
Well, we finish out the week with yet another dramatic performance from the market-dominating tech stocks. Alphabet (GOOG) did better than expected and popped a bit, climbing further through the day, almost as much as the gains Microsoft (MSFT) made on a more dramatic ‘beat’ of expectations (though analysts have always been better at estimating […]
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 […]
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 […]
We’re all growing more and more immune to hyperbole, I hope, but the combination of hype-filled newsletter pitches, shallow commentary from attention whores on CNBC, and clickbait headlines is enough to put you off investing in the market at all… how many times can you hear words like “collapse” and “beaten down” and “nightmare” applied […]
I’ve been asked a few questions about the gold stocks in my portfolio, so I thought I’d run through a few of them today and provide whatever updated opinion and assessment I can for you — including a few portfolio adjustments I’ve just made. And, as an added bonus, I’m adding one new gold stock […]
We’ve got a veritable smorgasbord for you this week — first, a quick update on one of our Real Money Portfolio stocks, then I’ll take a very quick look at the “Seven Deals” teased by the new Rick Rule Alliance pitch by the Money Map folks, and, finally, I’ll dig into the little hints that […]
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: […]
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 […]
I spent last week vacationing in Sarasota, Florida, near the old stomping grounds of one of my favorite authors, John D. MacDonald… so I ended up re-reading several volumes of his Travis McGee series as part of my vacation escape from the world. But MacDonald always included some social or environmental commentary in his novels, […]
I’ve got a hodgepodge of ideas and small news items for you this week, plus a few transactions in my Real Money Portfolio that I’ve mostly noted for the Irregulars in quick notes earlier in the week. The market is expensive, but there’s no reason for a long-term investor to sell just because it’s expensive […]
Just an FYI for folks who follow my personal “real money” portfolio — today, following Kerrisdale Capital’s short attack on Northern Dynasty (NAK), I sold an additional part of my warrant position when it hit my mental stop loss level of about C$2.50 (the stock was nearing C$3). That books a total profit of roughly […]
More to come for the Irregulars tomorrow as I finish up my Annual Review, but since I did a little buying and selling today this is just a quick note to let the Irregulars know that I’ve made a small purchase of shares in Luna Gold (LGC.TO in Canada, LGCUF) following their decision to merge […]
Each year I check in on every company that I own and cover for the Irregulars, even those where my opinion doesn’t change much from month to month (or even from year to year, in some cases)… but we’re going to do it a little differently this year. This is all part of what will […]
Astute Irregulars may notice that I didn’t formally talk up an “Idea of the Month” for October or November, though I did post some Friday File articles that were similar in intent to our usual Idea of the Month pieces and I did make one or two small buys over the past couple months. There’s […]
I’m going in for an eye treatment today that will keep me from being able to type for most of the day, so… expecting that I won’t get a new article written for you during the day, I’m opening up this Friday File commentary that I originally shared with the Irregulars on September 26. There […]
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 […]
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 is not a fundamental look at any of these stocks, but just a quick update on my personal portfolio. Like you, I have many priorities in my life… and some of those priorities changed a bit over the last week or two, so we’re considering some real estate transactions that make it important for […]
So… what’s been happening with the stocks I follow and write about for my favorite Irregulars? We’ve had a couple weeks pass since I last checked in, thanks to my vacation and the Pan Mass Challenge, so there’s a bit to catch up on… (and thanks again to those who sponsored me, once I get […]
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 […]
That headline is a quote from Charlie Munger from today’s Annual Meeting for Berkshire Hathaway (BRK.B) here in Omaha, and it’s one of the ones that really caught my ear. He was responding to a question about how he and Buffett avoid making big predictive calls about the economy, or assessing the near-term health 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 […]
I have a little hodgepodge of updates and thoughts for you today about a few of the companies I own or have covered for the Irregulars… no real changes in my personal portfolio this week, though I have boosted cash reserves a bit by trading parts of a couple equity holdings for call options going […]
Several folks have asked about the state of Altius Minerals (ALS.TO, ATUSF), which I’ve written about for you many times and have owned for about seven years (time flies when you’re having fun!). They just released their quarterly filing, and the initial impression is “more of the same” — the business is chugging along, cash […]
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, […]
Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]
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 […]
I’m feeling a little bit old today because my fourth baby, Stock Gumshoe, just celebrated its eighth birthday. Eight years of solving teasers, sharing thoughts, and defusing marketing hype… and it’s still such a cute little fella! I certainly never expected this to grow and get the attention of so many people when I sat […]
More on this tomorrow as I get into more detail in the Friday File, but I thought I should let the Irregulars know that I made a few transactions in my personal account today. Even taken all together this does not amount to a major transaction — but it does away with or decreases a […]
I’ve got a half dozen notes and comments on companies I own and follow for your Friday File pleasure today, but first I want to toss out a teaser solution for you to chew on… it’s a fun one. The pitch is from Keith Kohl for his new High Yield Energy Report, a newsletter that […]
I like Frank Curzio’s podcast (now called Wall Street Unplugged), and I generally find his way of thinking interesting, so after he was laid off by Porter Stansberry I was half hoping he’d go off on his own and build his own newsletter business from scratch (he edited Phase 1 Investor and Small Cap Specialist […]
December is the time of year when most people (including me) think about selling, not buying. For those with taxable accounts, this is the opportunity to cut your tax bill a little bit by turning those paper losses into actual cash losses by selling stocks that have gone down. But that also creates some opportunity. […]
I’ve owned shares of Sandstorm Gold (SAND) for several years, and it was one of my larger holdings for a while, so readers ask about it with some frequency — particularly during times like these, when it is wildly volatile. So is Sandstorm Gold a buy today? Well, I haven’t sold any shares recently. But […]
A hodgepodge of thoughts and comments to catch up with thoughts on a few companies that have reported quarterly results or had other meaningful news as I was on vacation — and a quick note on a small buy. First, I need to let you know that I bought a few JP Morgan warrants (JPM-WT) […]
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 […]
I’m traveling today so I’ll try to keep it brief for you (“for a change,” sighs the patient reader) … this morning I had a limit buy order triggered on a stock I haven’t written a lot about for you, and there were also some quarterly reports that have made me think over the last […]
Happy October Friday, Gumshoe friends — I shared a special teaser-solution article with the Irregulars this week on Agora’s “Miracle Water” tease and have written briefly about a new buy that I made during the week (that was TGS Nopec, which I wrote about briefly here — not ready to go into more detail on […]
I have a few companies that I’ve been meaning to update my thoughts on of late, so that’s going to be the majority of today’s Friday File — there’s real news from a few, an active and vociferous debate between shorts and longs on one, and plenty of room for opinions to change as Summer […]
We spent a fair amount of time talking about Chris Mayer’s favorite royalty stock yesterday — the main stock pitched in the newly reborn “Chaffee Royalty” teaser ad that’s been circulating lately. You can see that one and my thoughts on it here, the tease was for tiny little Sandstorm Metals & Energy. But Mayer’s […]
We first heard the “Chaffee Royalty” pitched a little more than five years ago, back when Chris Mayer was touting the “next Franco-Nevada” with a pitch about passive mining royalties — and, as you’ve probably guessed if you’ve read this far, it’s baaaaack! The basic idea of royalty investments is familiar to most Gumshoe readers […]
We brought you Myron Martin’s latest column for the Irregulars this morning, which included some new ideas in the junior resource stock space — that’s not where I prefer to invest most of the time, but I know a lot of you like those kinds of stocks so hopefully you find his musings to be […]
Those who’ve been around these parts for any length of time know that I like to get the minerals and mining exposure in my portfolio primarily through royalty companies and their ilk — the firms who put in cash or exploration properties in exchange for a share of future production but who don’t actually do […]
It’s been an interesting year so far — this week has helped to heal some wounds but my personal portfolio has lagged the market for much of the year, thanks largely to some substantial positions in stocks that were sensitive either to interest rate rises (like Retail Opportunity Investments Corp, ROIC, a favorite REIT) or […]
“One unique type of gold investment (that most Americans have never heard of) based in British Columbia has outperformed every asset class in existence – rising twice as fast as gold. “The average investor in this gold secret made over 80% a year for 20 straight years – even after gold crashed last year. “But […]
This week there were a couple things that cropped up on the site as articles for the Irregulars — I made one purchase, adding Ligand Pharmaceuticals to my personal portfolio, I answered a more detailed question about a Thai investment I had covered in the past, and I took a quick look at a legal […]
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 […]
Sandstorm Metals and Energy and Sandstorm Gold have made a small offering to Canadian Zinc (CZN in Canada, CZICF on the pink sheets) in exchange for a 1.2% NSR royalty on their Prairie Creek Mine. This is a zinc and lead mine with substantial silver resources, formerly known as the Cadillac mine back when the […]
I try to share my opinions with readers like you in a variety of different ways, from my notes on each teaser stock I cover to my more thorough looks at “idea of the month” picks or stocks that I buy personally … but investing is a very quantifiable thing, so even though my investment […]
SAND is a severe disappointment. What’s your take on it now, Travis?
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 — […]
There’s been quite a bit going on in the companies that I follow both personally and for the Irregulars, so I want to check in on a few of these today — I’ll be taking at least a quick look at Sandstorm Metals and Sandstorm Gold, Invensense, Xerox, and maybe some other stuff will leak […]
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 […]
Sandstorm Metals and Energy, with their latest quarterly report, is clarifying some of the restructuring they’ve been forced into over the last year — nothing that is shocking or new to share with you, but it is nice to see it all down in one document. You can listen to their annual report conference call […]
Today I’ve got a teaser to decipher for you (that’s where our florid headline comes from today), and some shuttling around in my personal portfolio that is actually related to the stock being teased. To give it to you straight and sweet up front, since you’re one of my favorite people: Jim Nelson is teasing […]
Today is a fun day for every value investor out there — it’s the day Warren Buffett’s annual letter to shareholders comes out. So for God’s sake, don’t waste too much time with your friendly neighborhood Gumshoe if you haven’t read that one yet. You can get to it here if you’re curious, or check […]
The latest teaser ad for the Energy Inner Circle newsletter (edited by Dr. Kent Moors) is pitching the next great shale oil area — and it’s in Australia. The tease tells us that a tiny town called Coober Pedy, which is in an almost uninhabitable part of South Australia, is about to become an immense […]
Sandstorm Gold (SAND) surprised quite a few investors this week when they made a deal in Mongolia, the headline-grabber of late when it comes to political uncertainty for mining companies. They also brought sister company Sandstorm Metals & Energy (SND.V STTYF) along to the party, to pick up a small copper stream to go along […]
Yes, I’m going to write some about royalty investments again — and about a personal buy that I just made in the royalty space as a new speculation. First, I do want to share with you that I put the results of our Annual Review into a new spreadsheet that has moved into the “Irregulars […]
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 […]
Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]
We spend a fair amount of time picking on the worst teaser picks made by newsletter publishers in their advertisements … particularly around Thanksgiving, when we highlight the Turkey of the Year for a bit of fun (and to help remind folks of how far story stocks can fall, regardless of the smooth words of […]
Travis: When you refer to Sandstorm as a key holding, are you referring to the stock itself or the warrant? At the risk of asking personal advice, what are your thoughts on warrants in general?
There’s been a lot going on among the stocks that I own and those that I’ve written a lot about for you over the years, so I have a bit of updating to share when it comes to my thoughts … first, some thoughts on two large personal holdings that I’ve never suggested in the […]
I’ve had several questions about Sandstorm Gold (SAND) come rolling in this week, because the stock that seemingly felt no gravity suddenly felt it good and hard over the last few days, falling a couple bucks from their all-time highs. There isn’t any big news, but there are a few pieces of relatively small news […]
Today I’m focusing on answering some questions from readers about a few stocks, some that I own and have suggested to Irregulars in the past, some that are new to me. As might not surprise you, much of this is about some of the royalty and streaming stocks, including one that several folks are whispering […]
“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 […]
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 […]
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 […]
It’s like sweet, sweet music in the ear of the gold enthusiast: “The Secret Return to the Gold Standard “A silent conspiracy will make gold a new currency on January 1st 2013. Central banks and governments are buying gold by the metric ton… “If you hold any dollars, here’s what you must do now to […]
We’ve had questions about several past “Idea of the Month” stocks in recent weeks, so for our last Friday File of August (we’ll be closed next week for vacation), I thought I’d try to update my thoughts on a few of the stocks I’ve suggested in the past. And yes, in case you haven’t yet […]
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 […]
Before I get into today’s idea for this month, which I’m borrowing from a yield-hungry newsletter guy, I did want to quickly address some big news from one of my largest holdings, and one of the stocks that you’ve probably noticed that I write about a lot — Sandstorm Gold. Sandstorm is a gold streaming […]
This month I have two stocks that are really catching my attention: one that I’ve held for many years and think is one of the most solid and steady companies you can buy, at a nice value right now; and one that caught my eye following a teaser writeup I did a couple weeks back, […]
[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 […]
Before I jump on today’s teaser unveiling, a few notes: There’s been some news and movement this week in a few of the stocks that I follow closely and that I know a lot of my readers find interesting — the Sandstorm Gold (SSL.V SNDXF) share consolidation went through as expected, and it did end […]
Just wanted to alert you that yes, I as I noted last week, I did end up selling a third of my Africa Oil (AOI.V AOIFF) shares — after the run up, selling a third of my position was enough to pull my initial investment off the table and let the rest ride. That lets […]
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 […]
Several readers have asked about “consolidation” in Sandstorm Gold shares — this is not, mind you, the chart-speak kind of “consolidation,” which means the stock is moving down, but the actual consolidation of a reverse split. So since Sandstorm Gold (SSL in Canada, SNDXF on the pink sheets) is my largest holding and I know […]
I get questions about my personal portfolio every day, and you know that I always write about the personal stock buys and sells I make on this site for you, my favorite Irregulars — so every now and then I like to share some updates on what my top holdings are and, particularly when there’s […]
I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]
Some of the stocks I’ve already covered in our annual review so far this year have been commodity related — Pembina Pipeline, for example, or Dorchester minerals or Seadrill, picks that also have high dividends or that trade largely as income investments. But I’ve suggested quite a few other commodity-related investments over the years, so […]
Just a quick note that, as I said I would eventually do, I’ve begun rebuilding my Sandstorm Metals & Energy position — I sold most of my holdings in this base metals and energy streaming company in December to take tax losses, and have now bought in to about a third of the position size […]
Just a quick note — as I tried to remind folks to take advantage of some tax loss selling as we close out the year, so I’ve moved a bit in that direction myself. I don’t carry a lot of my individual stock investments in taxable accounts, but there are enough positions in those accounts […]
Hey Travis (and irregulars), What is a solid price to buy for Sandstorm metals? I was thinking anything under .40, but was curious if anyone had a valuation that is making them target a certain price. It has really gotten creamed as of late. Any valuations or price thoughts on Sandstorm gold are welcome as […]
Crazy days, no? The overriding fear among investors seems to be that we’re headed back to something like the Fall of 2008, a “Lehman moment” if Europe doesn’t get its act together and Greece or one of the other weaker pups of the EU actually defaults on their debt … or defaults in some extra-bad […]
Today there are lots of things I could be talking about on a macro level — certainly everyone’s looking at gold, so I can give you a couple thoughts to take home with you on that: If you think that gold prices will stay well above $1,700 then Sandstorm Gold (SSL in Canada, SNDXF on […]
Many of you remember well or are still enjoying the terrific surge that my favorite gold stock, Sandstorm Gold, enjoyed on the heels of a big push from both Stansberry’s Phase 1 and Peter Krauth’s Global Resource Alert — you can see my latest free article on that one here, and all of my past […]
The markets are debt-obsessed once again, I’m afraid — not corporate debt, as they were in 2008 and 2009 when any company with leveraged was thrown out the window, but gummint debt. I don’t know whether this will be a real “reckoning” for the US government, when we really take stock of our obligations and […]
It seems like I’m starting to get into a bit of a rut — many of the stocks I’ve profiled for you recently have been somehow involved in the commodities space, whether little oil stocks, or oil services, or what have you. And despite my fondness for a number of other stocks right now, including […]
Just a note to let you know that I’ve moved about a third of my Sandstorm Gold (SSL in canada, SNDXF on the pinks) common shares into a SSL.WT/SNXXF warrant position (ie, sold the shares and bought the warrants — the original warrants, not the Series A) — with the warrants trading exactly at the […]
Here’s the lead-in to the latest ad for the Global Resource Alert “I’m Peter Krauth and I’d like to tell you a story about a “private vault”… “A ‘vault’ that contains nearly one million ounces of 99.9% pure gold bars ready for market, ready to sell for nearly $1.4 billion at today’s spot price. “This […]
I always love to see a new teaser from Phase 1 Investor, the high-price newsletter offered as the “ultimate upgrade” by the Stansberry & Associates folks — the stocks usually are interesting, they’re often tiny and move like crazy after the teaser campaign, and the marketing language is always plenty florid to justify the $5,000 […]
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 […]
As i mentioned a couple weeks ago, Sandstorm Metals & Energy has again gotten down to what seems like a reasonable valuation — and I have added more to my holdings to bring it back up to a reasonable-size position in my portfolio (not in the top ten holdings, but not trivial). I don’t have […]
I wrote a couple months back about opening a small position in Sandstorm Metals and Energy because of the management team and business model, even though I didn’t have much of a handle on an appropriate valuation … and then when the stock came close to doubling in a matter of days I sold half […]
I picked up Sandstorm Metals and Energy about three weeks ago, as I shared with the Irregulars at the time, and essentially lucked into a, well, sandstorm as the shares shot up by better than 50% in the couple weeks after my purchase (I could claim prescience, of course, but that claim would ring rather […]
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 […]
With Sandstorm Resources being among my larger personal stock holdings, I tend to keep a pretty close eye on what they’re doing. I also had a small holding in Sandstorm Metals and Energy, the company they spun out earlier this year to be a commodity “streaming” type of royalty company for base metal and energy […]
Now we know why Sandstorm Resources raised so much money a few weeks ago: They had a deal cooking. They just agreed to buy 12% of the gold stream from a producing mine (The Black Fox Mine, owned by Brigus Gold) that should have years of production and reserves increases ahead. Terms are not as […]
I’ve got a couple things to share with you for your Friday File cavalcade of fun today, including the answer to the latest Sovereign Society teaser that I think just started running yesterday — and of course, with gold getting everyone’s attention at these lofty prices, it’s a gold teaser. So on the topic of […]
There are a few things I want to share with you this week — I’ll update you on a few purchases I made for my personal account, including several add-ons to existing positions and one new purchase, I’ll give you my quick take on my (finally) updated tracking spreadsheets for this year, and I’ll check […]
I just added shares of Sandstorm Resources to my portfolio, after having it brought to my attention by one persistent reader and digging into the basics, so for today’s Friday File I thought I’d explore this stock for you, getting into some of the detail and the reasons why I bought. Before that, though, I […]
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Comments
First, thanks for your consolidated thinking for the real estate sector. You help us unpack the meaningful stuff right h...
Thanks Travis! What do you think of SAND dropping below $7?...
LiDAR is already past it's sale by date. It's being used in LV in one very specific area as a novelty for the tourists....
That will probably track with my thinking reasonably well, assuming no big changes (like an acquisition, or a meaningful...
Hey Travis, Because these gold related stocks change value based on the price of gold, what do you think of this valuati...
There used to be a few meaningful polysilicon producers, the people that turn high-purity sand into polysilicon cylinder...
Appreciate your thoughts on SAND and decided to follow your lead with a small risk speculation on the January 23 calls b...
SAND is undervalued right now, as is TORXF...
May my SAND turn to DIAMONDS!...
Hi Travis Speaking of " Royalties ",are you still bullish on SAND? Seems to be at an attractive price now, and I heard ...
I wouldn't count on my getting the timing great for SAND -- I've owned it for ten years and have bought a dozen or more ...
SAND remains my favorite in the space. Will require patience and Hod Maden being built to show big growth from here... ...
Bought a little position .25% portfolio in NSRXF Nomad Royalty gold earlier this week on your trade note. Speaking of ...
I like SAND very much as a long-term play on gold. If gold keeps falling, the share price will continue to weaken, but ...
Thanks for the article. Much appreciated and I was buying it in January and am comfortable holding and even buying more ...
I am not one to normally go out of my way to loose money, but as with most, it happens easily, unintentionally. I unders...
I joined the Near Future Report and the Exponential Tech Investor back in November. Everyone of the recommendations h...
They're probably stuck in a spam filter, I would guess, or got accidentally blocked by an "unsubscribe" click. As for...
Sandstorm (SAND) was my "golden goose" for the year....
Travis , My first post. So hope you receive. I stumbled across Silas,s Website and found an interesting read. They...
Hi Tom M. Respect to a man who does not have his head buried in the sand. Covid recovery has been documented at 99.9% ye...
@citysurfer I'm a bit late to the party, but I'd like to hear what names you've been reading about. For myself - still...
You totally right SAND is the answer. Check Bloom Energy, they developed and amazing battery made with sand and ink.....
SAND is in a "wait with patience" mode for Hod Maden to come online. Also, look up the potential new silver stream with...
I own just two gold stocks- SAND. and SII. I Purchased 78,000 Shares of SAND and 8700 shares of SII. on reading about...
Hilarious only somebody as daft as Avi would spam this site with so many obviously false testimonials within 24 hours. E...
I've been wanting to microdose a little more on both those companies for a while... So i grabbed a little SAND today!...
Apparently they've been negotiating with Hindustan Zinc on a big silver streaming deal, and Royal Gold jumped the gun an...
Travis, I know you are a big advocate of $SAND. Fortunately I bought in a few years ago as well. D.R. Barton, Jr., M...
Yes, they are both generally investors in royalties, though companies like EMX and Altius do a bit more prospect develop...
Hi Travis, Is this pretty much the same way Sandstrom (SAND) make their money? Thanks for all you do, T...
I don't know why SAND has been a little weaker than some gold stocks in recent weeks, though most of the royalty folks h...
Why has SAND gone down this month? Other gold stocks are up. I have made some nice profit on MDRPF. Rickards is statin...
Hey Travis. Do you still have a position in SAND? What did you think about their recent earnings? Still worth holding ...
Thanks for this, Travis. I bought some SAND back in 2016 because it was being recommended by Jim Rickards, and the pric...
Hey team, when I read the publication, it was very cryptic and not as straight forward as I thought it would be. In fact...
buying SAND at $4 was one of the best pandemic purchases I made, just wish I had bought more than a nibble! lol...
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...
is this the stock Oxford is pushing also for November 11th where a ceramic tile coated in special ink and sand has air ...
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 tried digging some more and came up empty. I'm not sure if SAND is the direction. I believe it is somebody else but ...
I'm still receiving emails to view their interview. Has anyone found out more. Do you still think SAND is the one recomm...
I have had Sprott a few times over the last few years and found it moves very slowly, usually well after Sand and RGLD....
Wow, rough timing johnyfly. I would buy a modest amount of gold/silver stocks such as AGI, GOLD, PAAS, SAND. I have 50...
If you search the vast/powerful/insightful gumshoe Mecca, I believe it was 2016 August that Tom Dyson was featured and I...
SAND is the most likely. Teeka Tiwari has recommended it in the past. I own some. His magic number is 5 for the ratio...
Teeka Tiwari has recommended SAND for a long time so it is probably tops. It has very low overhead. I own some stock and...
Hey Travis, great read as always. It seems like that Tencent sell has cut deep for you. The way I confront my mistakes i...
I came across this teaser several weeks ago. The "article" included a satellite view of the company headquarters. When I...
I really liked your writing is the first time I bumped into your blog. Clear, objective no BS (something I'm tired of) ...
Was there anything in particular behind SAND dropping 6.66% today?...
Wow. You sure got your pantyhose in a wad fast. I guess you haven’t been in all the dozens and dozens of these pump &...
I like SAND so far, but I HAVE NOT, YET, become ULTRA-WEALTHY, off it! Haven't even made enough for an EXPENSIVE CIGAR,...
I primarily invest in gold mining through the royalty companies, my largest position by far is Sandstorm Gold (SAND) and...
I personally like and invested in B2G, WPM, SAND...
The bulk of my precious metal exposure is in GDXJ, SLVP, EQX, AND SAND. I'm not smart enough, or adventurous enough to...
Hotfit, my opinion is far worse than yours. I think the guy is a crackpot senile self aggrandizing old fart. He seems to...
It's SAND Travis. Also, EB is retiring from newsletter writing to focus on his role as Metalla director....
Any thoughts on OR? It seems it can t go back up like SAND did after March 23rd......
I expect that's still this one: https://www.stockgumshoe.com/reviews/commodity-supercycles/the-1-gold-stock-to-buy-in-20...
Big fan of Sand and others. Do you put any stock in Harry Dent? That the Covid 19 while a black swan event is just the...
Thanks, TJ, but WHAT EXACTLY MAKES SAND such a good stock???!!! https://finance.yahoo.com/quote/SAND?p=SAND&.tsrc=f...
The thing I've been watching on COVID19 is the total cases OUTSIDE CHINA. That us because I do not trust their numbers:...
Separate from the SAND interest, why do you think ATUSF fell almost 4% on Feb 24th when gold stocks were mostly seriousl...
This is Sandstorm Gold (SAND), teased earlier this year as the #1 gold play for 2019. Apparently only the year has chan...
HN good to see you again. I'm in the same boat you are. My portfolios are down 40-50%. $MUX looks strong and getting st...
SLCA Super sand. What else is it good for besides the fracking being discussed?...
Hi Griffin and everyone, Active and happy though not in mining speculations. Still way long $SAND, $IVPAF and Cle...
Sand. Middle East, forget oil. Illusionary projections of armies protecting drilling sites. Clearly communicable but can...
@Griffin et al, $SAND is doing OK for me too. I'm a little sorry that I sold off a big chunk of my holdings last year,...
No, I'm not aware of what HN is doing last mentioned was that he was spending time on property holdings. Considering tha...
Just as I thought then: SAND even though it isn't really as "tiny" as it is made out to be! What I found interesting, h...
Where were these geniuses when SAND was $3,50?...
I'm holding both SAND January puts and calls. No idea what will happen by then, but I'd be happy to be put the shares....
That makes 2 of us; and, I give credit to Travis for first introducing SAND to me and the gumshoe community way back wh...
I usually own SAND, but managed to get out of it near the peak (for once). It's a great play on the price of gold, but a...
I have made very good money on options plays with Sand over the years. I also own the stock. You are right...it is har...
I can't tell you what to do, but I'd say that I think Sandstorm is my favorite for its combination of good valuation and...
Travis, I'm a newer Irregular... how would you recommend starting to invest in gold royalty as of today? I see in the ...
Travis, I pay for a solid, experienced gold advisor and you are right on here. Your SAND pick is one of the best values...
Main holdings are WPM and SAND, also happy to be long of KIRKLAND from way back. Others that are doing well and due to...
HN, Good to see you again, I was hoping my last post might joggle you back for a bit. I've been pretty much sitting t...
Thank you for the input. I have small position in sand storm and had been holding on to them for awhile. I will look in ...
I believe Travis Johnson, Mr. Stock Gumshoe himself, wrote about "Fluorescent Sand" in the last month or so; just use th...
My 'Thinky' says glass is made from sand which is a form of silica. How it will be processed I don't know. Howeve...
Waiting for Goldot Hi guys, No major position changes; still long SAND, MUX, ERDCF etc. Not really anything much...
Who's the little company in the fluorescent sand business I believe they're in California...
If you like the Permian, it may be worth checking out the ...
$MZUX - McEwen Mining Reports Positive Exploration Drill Results from Grey Fox https://mailchi.mp/mcewenmining/mc...
If we can't count on "Fluorescent sand," how about the "Quantum battery?"...
ridi pagliaccio, now a new riddle. the wather predictors magi told FCC that the 5G wavelength present a problem (as thei...
In the Knick of time...from Thinko’ Yesterday this Rooter was on the search for literally essential small “parts....
I would love to be a copywriter except for one HUGE problem: I don't like lying. Fluorescent sand. Ha. Ha. Ha....
Travis, Does LGND have to follow the royalty model? SAND turned its fortunes when it broke the mold. Perhaps LGND is go...
True enough, here's the three month chart of Sprott (orange), followed by the one-year, compared to GDX (red), GLD (gree...
Just joined the premium bc I enjoy reading your content. Researching your portfolio now for some pick ups. Already in ...
John Mauldin did a blog post about "Sandpiles." Months ago. It is about piling more sand on top of a sandpile until th...
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...