Latest news from the Real Money Portfolio
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Friday File: Brookfield, WESCO, Pershing and China
Friday File: Fintech for the Lock Box
Happy New Year! The world is turning to a focus on (maybe) rising interest rates, fear of inflation, and “value” stocks in many ways, or at least so says the perpetual punditry machine that is investment media. Nobody really knows what’s going to happen next month, of course, or for the next year… nobody should […]
25 Comments Read MoreWhat’s the Fool’s “Under the Radar” Gaming Stock being teased by IPO Trailblazers?
Friday File: Dreaming of NVR
Adding an IPO to the Real Money Portfolio, plus several other small buys and updates on Boston Omaha, Fastly, Power REIT and more...
35 Comments Read MoreFriday File: Lemonade, Handling Success, and a Couple New Watchlist Stocks
Some more thoughts on emerging insurance disruptors, SPACs, base metal royalties, and what to do with huge winning positions in nosebleed-valuation stocks
21 Comments Read MoreCabot Pick “Like Tesla in 2011” from the “Switzerland of Asia”
What's the "Blue Ocean Growth" Stock teased as a current pick of Cabot Stock of the Week?
3 Comments Read MoreNaspers: A way of owning Tencent at a discount?
What do you think of the South African company Naspers (also traded OTC on a US listing) as a way of owning Tencent at a significant discount? As far as I’m aware they still own a sizeable stake in Tencent (10%) as well as Flipkart and other less well known companies. I’m unsure if any […]
1 Comment Read More“Bypass the Coronavirus” with Cabot’s Teased “Financial Infrastructure” Stocks?
The latest ads from Cabot’s Global Stocks Explorer caught my eye with a “bypass the coronavirus” pitch. Here’s how the ad starts: “Bypass the Coronavirus…with this hidden gem at the heart of ‘the biggest investment boom in history’ “Operating revenue increased over 70%. “Gross profit surged 122%. “Net income was up over 60%. “Total bookings […]
18 Comments Read MoreFriday File: From Weed to Shining Sea
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 […]
22 Comments Read MoreEric Fry’s “Secrets of the Richest Zip Code” Teaser Picks
This isn’t a brand new ad, it’s been circulating for a couple months now, but I’ve gotten a lot of questions recently and haven’t covered it before… so I’m digging in. The pitch is from Eric Fry, who launched Fry’s Investment Report as an entry-level stock-picking newsletter fairly recently (last summer, I think), and the […]
38 Comments Read MoreFriday File: Two New Small-Cap Buys in Hated Businesses, Two (partial) Big Tech Sales
Friday File: My “Top Ten,” plus Some Adventures in Shorting and A Check-in on Gold Royalties
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 […]
22 Comments Read MoreFriday File: China, Data Center and 5G Shakeup… plus a couple boring buys
Checking in on a bunch of Real Money Portfolio newsmakers... including MGM, NFDA, COR, PINC, IQ and many more... plus two new names on the watchlist
14 Comments Read MoreFool’s “Bezos is Dumping $970 Million into a Bizarre ‘2nd Coming of Netflix’…”
Today we’ve got another spiel from the Motley Fool Canada to check out, all about a “next Netflix” opportunity… so what is it that they’re hinting at? Let’s start with a little look at the ad — here’s the intro that caught our readers’ eyes: “Discover Why Jeff Bezos is Dumping $970 Million into a […]
34 Comments Read MoreBest Teaser Stocks of the Year
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. […]
9 Comments Read MoreThe Complete Investor’s “Escape Plan”… What’s their “perfect retirement stock?”
Scott Chan is pretty new to the world of newsletter pitchmen, but he’s apparently been working for Investing Daily for a while as a technology analyst, and is now headlining his second ad for them (that I’ve seen, at least). The last one was pitching a stem cell immunotherapy biotech stock (which hasn’t worked so […]
9 Comments Read MoreFriday File: Panic! … or maybe Don’t Panic!
What am I thinking after this week's jolt ... and what are the buys and sells in the Real Money Portfolio?
25 Comments Read MoreFool’s “The Tiny Black Box That Could Eliminate Cable” and “Cable TV’s Ticking Time Bomb” teasers
What are the "next generation media" and "cord cutting" stocks teased by the Motley Fool, including that "like buying Netflix when it was at $1.87" stock?
29 Comments Read MoreFriday File: Stop Losses and Big Quarters
I keep seeing more and more marijuana teaser ads, and yes, marijuana is an exciting sector right now with legalization in Canada and probably more incremental moves toward legalization of marijuana in the US this next election cycle… but they’re still companies that we have to analyze and understand if we’re to think of these […]
17 Comments Read MoreFriday File, part two: One Post-Earnings Buy and Other Updates
Real Money Portfolio updates on NVIDIA, Premier, Tencent/Naspers, Sandstorm, and others...
8 Comments Read MoreLooking into Sjuggerud’s ad: “Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31”
“Amazon 2.0” — Can you “Grab Shares of Flipkart BEFORE its $21 Billion IPO?”
Ian Wyatt teases that "Walmart Quietly Plans New IPO to Crush Amazon" -- what's he talking about?
17 Comments Read MoreFriday File: Premier, Estre, Naspers, NVIDIA and gold coins
More thoughts on the latest addition to the Real Money Portfolio, plus a few tech and gold quarterly updates
28 Comments Read More“The ‘Everything App’ Goes VIRAL” teases huge growth for Aussie stock
“American Steel Pays $6,528 in ‘Liberty Checks'” sez Ian Wyatt
Those "American Steel" payments are done now... What's the next "Liberty Check" coming in a couple weeks?
22 Comments Read MoreFool’s “Next Netflix” Pitched as “Best IPO I’ve Ever Seen”
Friday File: Another Netflix Wanna-be, plus BOMN and NVDA updates
Adding one new stock to the Real Money Portfolio, plus some add-on buys... and updates on Boston Omaha, NVIDIA, Alphabet, Facebook, and more...
25 Comments Read MoreSjuggerud’s “Favorite Way to Profit from Trump’s ‘Trade War'”
What's True Wealth China Opportunities pitching for 100-200% gains in the next couple years, with "de facto government backing"
25 Comments Read MoreFriday File: Tesla, Facebook, India and Marijuana… Disjointed Thoughts Following a Disruptive Week
Two buys in the Real Money Portfolio, plus thoughts on Naspers, NVIDIA, IIPR, Fairfax India, Berkshire and General Electric, among others...
23 Comments Read MoreFriday File: Possible Panic, Possible Buys and Sells
A buy from the watchlist, plus thoughts on Tencent, Alphabet, Naspers, Square, Altius and Five Below
21 Comments Read MoreSjuggerud’s “Next Tencent”
What's being hinted at as the latest "ecosystem" stock recommendation from True Wealth?
41 Comments Read MoreFriday File: Bitcoin, Volatile Week, Two Sells and a Buy
Adding a new position to the real money portfolio, plus notes on bitcoin, Lexagene, Blackbird, Trek, PCSB Financial, Coresite, Maverix Metals, Naspers and more...
26 Comments Read MoreNavellier’s “New BUY Signal Triggered” … what are his “7 New Stocks to Buy Now for Double- and Triple-Digit Profits in 2018?”
What to do when the market is looking ugly, and pessimism is trying to sneak in through the back door of our long-running bull market? Look for a purveyor of optimism and see what he says. So that’s the mission today — as interest rate worries (and perhaps fears of political risk) catch enough attention […]
16 Comments Read MoreFriday File: Gold, Shop and China
A New Stock for the Watchlist
Today I’ll try to keep my blather a little more limited than usual… I have one update on a stock that I bought recently, and a couple updates on our watchlist this week (that list always lingers down there at the bottom of the Real Money Portfolio, in case you’ve missed it). The update is […]
18 Comments Read MoreNavellier’s “Urgent Buy Alert” in China — He Says “This Massive Buying Opportunity Won’t Last Long”
True Wealth’s “Tiny Device That’s Eating the World”
Brett Eversole tantalizes us with the promise of becoming "UBER Rich" as you can "Make Up to 5 Times Your Money From the Mobile Payment Revolution"
19 Comments Read MoreSjuggerud’s “The Global Currency Event of the Decade is fast approaching…” pitch
True Wealth ads say "Mark Down This Date: May 15, 2017" -- what are they hinting at?
37 Comments Read MoreGrant’s Conference – Notes and Ideas (and one related buy, so far)
Several ideas sounded compelling to me at the conference this year, and one was compelling enough that I was inspired to buy its biggest competitor
14 Comments Read MoreExamining Sjuggerud’s “Limited Time 2nd Chance to Get Rich with ‘292-C’ Shares” Pitch
“My No. 1 China stock for 2015”
“Facebook of China to Deliver Your Next Double” (Robert Hsu)
“50% Richer in Just Three Months on the #1 Chinese Internet Company in the World”
That headline carries the promise of Robert Hsu’s latest tease, and since I shared some “rerun” articles of his with subscribers to the Stock Gumshoe Daily Update on Friday, I thought I might as well have a look at a “fresh” one today. And yes, he puts right in the headline that “Hint: It’s not […]
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Delayed Momentum... at the micro level not a lot has changed in the HUYA story since it was being touted as a $40 - $45 ...
I believe Tenscent is listed as Tencent Holdings Limited (TCEHY) on the OTC ....
I'd be inclined to look at Prosus (the Naspers "venture" spinout listed in Europe) again now that the discount is openin...
I have been thinking about buying a good bit of TCEHY. Any opinions on future profitability ?...
You might want to take a look at the online companies like BABA or TCEHY. If you want to poke around a basket maybe look...
I am curious too. I know Stansberry is bullish China, so maybe BABA, TCEHY, JD? But, I honestly have no idea!...
That's almost certainly a rejiggering of some older Motley Fool teases about Tencent. Haven't covered that specific ad,...
This points toward TCEHY Tencent Holdings....
Awesome, Thanks for this. FYI for what it's worth. His first report of The Gilder Report and his two current recommendat...
Yes, I expect it will probably help to finally close the discount to Tencent... though the fundamental driver will still...
The parent, this was teased before the IPO of Tencent Music. TCEHY and TCTZF are both tickers used for shares of Tencen...
I was intrigued based on the market cap because Tencent had to be the obvious $333bill Market cap reference. Not many ...
Just FYI, HUYA is a Chinese company that's effectively a copy of Twitch, they do video streaming of gamers but not a lot...
I hear he mentioned Tencent the Chinese tech giant But in Asia the financial gurus are all saying cash is king right no...
I believe TCEHY is a great long term play, and the Fool is certainly high on it. Interesting factoid, every single tick...
Interesting -- yes, the "this will be the biggest company in the world" pitch from Sjuggerud about Tencent has been roll...
Jinri Toutiao is not owned or associated with Tencent....
Checked all the smaller cap video games stocks today (e.g. not Tencent, its market cap is too big) and the biggest gaine...
"46-year-old CEO" -Ma Huateng · Age, 46 years old, Born Oct 29, 1971"over 1 billion users on their social networki...
Could be, though the overhang of Chinese regulatory changes and Chinese growth/slowdown in general may mean more than an...
I don't have access to Motley Fool, but the hint pretty clearly matches Tencent (HK:0700 or TCEHY are two ways I see it ...
I doubt that it's Facebook - I don't think the numbers match... Isn't there a Chinese company with both gaming and socia...
Good points, S.Africa is certainly a worrisome country, and changing the laws to somehow pressure Naspers is a meaningfu...
As a subscriber to Sjuggerud's newsletters, he's definitely pushing KBA, and Ping An. Taking their advice, I have shares...
Great analysis, thanks. The initial weighting of Chinese A shares in MSCI emerging benchmark will be just 0.39 per cen...
This week's Barrons has an article on the Matthews China fund MCHFX, a no load mutual fund that has essentially matched ...
Sjuggerud puts out a free daily e-letter called "Daily Wealth." The title of today's edition is "The World's Best Inves...
So we know about KBA and KWEB and Tencent, Naspers, BABA and BIDU. Do I want to spend $1500 to discover that the magi...
sjuggerud is following KWEB, a chinese Internet ETF where he says the opportunity to gain is and he also follows Tencen...
The price per share being close for the ADRs is just a coincidence. Buy Tencent if you just want clear and unfiltered e...
Several other funds also own Tencent (and Alibaba, Baidu, etc), including CQQQ, KWEB....
both Naspers and Tencent have ADRs but the Naspers one, NPSNY, is more visible and liquid here, while the Hong-Kong-list...
we got into Naspers first because my reporter Harry Geisel is married to a South African born lady. then we bought Ten...
That movie might apply to small caps, but ridiculous to compare to companies like Tencent and Ali Baba....
Don’t bet against him...he was touting the melt-up before it became popular and others started using the term...is he ...
There is a risk, I don't know what the size of the risk is. The risk is mostly that the South African government could ...
Interesting. Gaming has been the driving force for Tencent for quite a while, though I don't know much about the specif...
Well, then they probably picked a better price :)I first owned Naspers and Tencent more than a decade ago, and fooli...
Regarding Tencent, they recently became parent company in Epic Games, a US company. My sons are both playing Epic Game...
Re: CATL: You got the wrong company. CLLDY stands for CapitalLand LTC, while CATL stands for Contemporary Ameperex Techn...
I have owned Naspers as a play on tencent for almost a year now - up 45% so far....
I’d have to double check the numbers, but yes, roughly a third. I wouldn’t assume that owning those shares indirect...
Does Naspers really own 1/3 of Tencent? If so, I would rather own Naspers because they are not a Chinese stock....
Echo B. D.'s comments re: Stansberry Research products, including Sjuggerud's True Wealth - he nailed it on TenCent. Li...
Yep. Naspers essentially performs exactly as Tencent, since a third of Tencent is their primary asset....
Stansberry & Sjuggerud are pushing the "next Tencent." There story is below: "Steve remains bullish on Tencent – ...
Would be great to hear thoughts on BABA, Tencent, BIDU, and YY. Thanks Travis. I had sold all of my FB position at the e...
Thanks Travis for this report. I am looking for the same report for your Chinese stock, BABA, Tencent, Baidu, etcHa...
The company most recently teased as the "one tap app" has been Tencent, by the Stansberry folks, but I don't know if the...
Travis --- instead of Naspers as a backdoor to Tencent why not buy TCEHY directly like I did this week for around $48+ ...
I think I've made more money from Sjuggerudd's information than from any other. His advice got me into Tencent, for exam...
Another turkey? AAOI by Cabot TTD by Motly Fool. STON (18% div) by someoneChristmas Gift: TCEHY, Tencent has b...
Tencent is a must own imo, they not only have great products in diverse categories. But they also have significant inve...
Real Subscriber, it's hard to tell what your beef is with Bill but if you look at things a little differently you might ...
Also checkout Guggenheim China Internet (CQQQ) around $50, holds similar portfolio to KWEB, including BABA, Tencent, etc...
I am liking FISMX; even though it's a fund, they have Tencent in the top holdings and several others. Up about 6% in ...
Thanks Travis! Been mulling the idea of Tencent lately but just couldnt do it. NPSNY on the other hand is doable fo...
Considering your reluctance on buying Tencent at today's lofty multiple, where do you stand on Amazon? (I am happily par...
Yes, there's a smallish but vociferous group of investors who aren't so delighted that Tencent is warping the assessment...
I did a deep analysis of kin by kik. I backed out at the last minute. The only thing that made it appealing to me was ...
You'll want to read the discussion from July, but most think the app is WeChat which is popular in China. After you rea...
1-TAP is owned by TENCENT- TCEHY is the US stock symbol....
Tencent created WeChat. Looking up Stransberry and tencent, pretty much confiems he's talking about tencent....
It's TENCENT....
The symbol for Tencent is TCEHY. I'm up 1about 40% since Steve recommended it....
Only China would have 700 million users of anything. It's Tencent. He also talks about a "backdoor" into the 1 tap app...
I'll bet you anything the company is Tencent. His mention of the new sector addition to the MSCI is China A Shares. TCE...
It is without a doubt tencent...
The stock is Tencent. The App is WeChat. Yes they do have a lot of subscribers. i am glad to find this website. To m...
WeChat. In a country of 710 million internet users, Tencent, the Shenzhen-based goliath that owns WeChat, reports that a...
My thought is also tencent, as Stansberry last week touted tencent as the company soon to be the largest in the world. a...
I was wondering the same thing. Tencent you say. I do own a few shares from Stansberry recommendation and they have be...
Try tencent....
tencent?...
Updates:1. Steve S predictions were accurate 2. 9 out 10 of his recom. are up. Some 30%. 3. CAF is way up and he n...
Naspers owns 34% of Tencent. It's may backdoor play on tencent...
Although not scientific evidence or a particularly well-defined metric or indicator, but I do not know of a Chinese immi...
Tencent has over a billion customers and owns the online gaming space as well as now investing in everything from movies...
Tencent is good, I'm long. Sjuggerrud is a fan and he's good. He thinks that Tencent is going to become the biggest corp...
Tencent has certainly been a winner for a long time, a strange little chat network system with emojis and games that gre...
More into Tencent mainly because they own Wechat and the fact that you can buy/pay in china with wechat , and exchange m...
When I graduated from college, I had accumulated $700 that I wanted to invest somewhere. I had a pretty good idea and we...
I have some intrest in tencent but not for this price ,15 times revenues to market cap, pe of 50, I wonder what the eff...
Yes, KBA and CAF, and Tencent are correct. He says that he is good friends with Krane and his CIO whom he went to China ...
Here's my problem with investing my hard earned money in "TenCent". First and foremost you can't trust Chinese accounti...
If you are tempted by Tesla but don't like the risk and like the Stansbury thesis here, then Tencent now owns 5% of Tesl...
As Gumshoe readers know I am pretty well focused on resource stocks, but I do read widely and do look for some diversifi...
Eyedoc / cw99 $ATVI - Glad I'm not the only Activision fan here. I've been following Esports for a couple of years and l...
I don't subscribe to Sjuggerud but It seems everyone has missed the real pick, including Gumshoe:"At this week's co...
Yes, Naspers has offered great exposure to emerging market tech/media stocks for a decade or more -- the foundation (asi...
Not sure about the appetite of USA or other developed market players about a curved ball entry into Tencent. Naspers (N...
Isn't there supposed to be another way to buy the company (like a "C-share") instead of the regular $TCEHY / TCTZF? Tenc...
$TCEHY Tencent Holdings Ltd or TCTZF not as liquid. Best2You ~ Ben...
how do we buy tencent? I couldn't find any US market it's listed on....
Unlike most of you, I only caught the tail end of the presentation. From the presentation, what is the distinction betw...
Is Tencent a Chinese stock? I sat through most of it, but didn't get so far as hearing the free recommendation. Finall...
And I sold my Tencent shares many years ago after what seemed a lovely run of a couple hundred percent or so. Arg, anot...
They mentioned tencent holdings - which I already own - as the free stock recommendation. Tencent is the fastest growin...
Indeed, totalitarian regimes can take down even the biggest executives -- not quite like Putin's "disappearance" of Khod...