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 […]
So… anything happen this week? 🙂 We’ll start with a few headline-grabbers from the Real Money Portfolio in the technology world, slide into a little teaser solution for you, and then share some updates on a couple small buys I made, plus some additions to the watchlist, along with the usual blather… Xilinx (XLNX) had […]
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 […]
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. […]
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 […]
If you’re wondering whether it’s interest rates or just “worry about overvaluation or growth” that’s making the stock market go crazy this week, or whether it’s the trade war or political upheaval or something else, well, join the club. There’s some indication that traders are in fear of the “slowdown” that could be caused by […]
The ad we’ve been seeing recently from the Motley Fool for their Rule Breakers service is all about this “technology breakthrough” inside a “black box” that a Motley Fool analyst named Rex Moore found inside his son’s apartment — and this “little black box under his TV” that his son called the “heart of his […]
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 […]
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, […]
Lots of readers wondering today about Steve Sjuggerud’s latest China teaser — it starts with a pretty “urgent” promise… “Recently, in a closed-door meeting in Boston, the most powerful authority in global investing told me… “Two Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31 Get there […]
Wyatt Research is doing another “how to buy pre-IPOs” seminar that’s actually a hard sell for his Million Dollar Portfolio ($795/year), and this one’s built on the “get in early on Flipkart” idea. Flipkart, if you’re unaware, is the leading e-commerce brand in India — sort of like the “Amazon of India,” though it’s very […]
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. […]
I’ve gotten several messages from Australia over the past few days about a promo that’s headlined “The Everything App”, and it does catch the eye… not least because they’re talking up a five-cent company that they think will be over a dollar by the end of the year, and that may surge as soon as […]
This pitch sounds quite familiar, and there’s a good reason for that — Ian Wyatt last year pushed quite hard on a favorite special dividend play… and this initially looked like a repeat of that, because the company that paid a huge special dividend around Thanksgiving last year is again paying one right now. How’s […]
A reader asked me about a Motley Fool promo that was running late last week, and it sounds like a pretty spicy one… here’s the part that got my attention: “Did the “Next Netflix” just raise $2.25 billion in a massive IPO last Thursday? “I’ll tell you what, I wasn’t missing out on its IPO. […]
Sometimes we just need to take a step back. On Tuesday, we were headed into a devastating trade war, with a third of our exports to China subject to punishing tariffs (in response to the tariffs proposed on more than 10% of their exports to the US)… by mid-afternoon on Wednesday, the trade war is […]
The talk of “Trade War” is everywhere in the financial media, as you’ve no doubt seen — the first round of “tit for tat” trade tariffs has been decided on both sides, with the US planning tariffs against Chinese steel and aluminum and the Chinese retaliating with tariffs on a variety of mostly agricultural products […]
What do I think? That’s what a lot of readers are asking during these volatile days… and there is, of course, no easy answer. My thoughts are all over the place, so today’s Friday File musings are going to run the gamut. Tesla (TSLA) is a good example of how the market is treating investors […]
I just realized that we blew through the 11-year anniversary of the launch of Stock Gumshoe just a few days ago… and forgot to have a party or light the fireworks or anything. Ooops. Guess I was distracted by this nutty stock market… so, “happy birthday to us!” And thank you, dearest Irregular, for making […]
I’ve had a couple readers ask about this one, and it seems fairly interesting, so I thought I’d look into it even though it doesn’t seem to have been particularly actively promoted. The “tease” came in Steve Sjuggerud’s free Daily Wealth newsletter over the weekend, as bait to tempt subscribers into his True Wealth newsletter […]
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 […]
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 […]
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 […]
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 […]
Louis Navellier is out with another of his “only a few hours left” promos to drum up new subscribes for his Ultimate Growth newsletter — he says he’s seeing huge opportunities in “AAA Rated” China growth stocks… … and in order to convince you to subscribe, he’s dropping some hints to whet your appetite for […]
Brett Eversole has a new ad letter out promoting subscriptions to True Wealth, Steve Sjuggerud’s “entry level” newsletter service over at Stansberry, and it sounds awfully exciting — how do we make 500% returns, and what’s the “tiny device that’s eating the world?” Well, the ad is all about mobile payments — using your cell […]
I’m a little late getting going today… I’d like to say that I’m jet-lagged, but really I’m just email-lagged as I try to dig through the few days of messages that I missed in my brief foray to the Emerald Isle over the past few days (which was fantastic, by the way, thanks for asking). […]
In how many areas of life can you be guaranteed to get average results even if your abilities are inferior? That was one of my favorites quotes from the presentation by Ed Wachenheim at the Grant’s Conference: “People with inferior abilities can get average results with an index fund, which is remarkable.” But, of course, […]
This ad has been rolling for a week or so, and a group of Gumshoe readers have already been discussing it and trying to figure out exactly what the Stansberry folks are talking about… but there are lots of questions still coming over the transom here at Castle Gumshoe, so let’s take a look. The […]
China stocks are back, but China newsletters not so much. That’s a little bit unusual, actually — typically, newsletter publishers are quick to produce new “niche” letters or repurpose faltering letters to take advantage of big swings in the market, and just as quick to shut those newsletters down if that “niche” loses the interest […]
Robert Hsu has been running this teaser ad for his Asia Edge newsletter for a week or two now, and I’ve gotten enough questions that it seems there’s some demand for the Gumshoe version (ie, the free version) of the answer. It seems unlikely, by the way, that this tease about the “Facebook of China” […]
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 […]
Comments
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, etc Ha...
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 someone Christmas 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...
unsponsored ADRs are more likely to incur depositary fees which are per share, so they are particularly galling if you h...
Often the Gumshoe has uncovered stocks that were right for me and have all lined my pockets. I take my hat off to you....
TenCent is indeed the pick ..... under HK$160. ...
how can Robt Hus expect anyone to believe him when he touts a hot stock at $13 that is currently trading at $21? Tencen...
Andre, I think we've all got experiences like that ... missing those huge runs is emotionally more difficult than o...