We’re breaking things up a little bit today for the Friday File — this piece is about some investments that interest me personally, and I’ve also got a teaser solution piece for the Irregulars today that you can see here. The investments that are most appealing to me right now are both in the technology […]
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I don’t have a single idea that makes me want to jump up and down this month — I’ve been trickling more money into Pershing Square Holdings (PSH.AS, PSHZF) and Tekla Healthcare (THQ) as well as more boring broad index funds and such, and have been tempted by some other investments, but nothing jumps out […]
This is just a quick note to let you know that I sold my holdings in Rayonier (RYN) after the earnings release this morning. I did so with some reluctance, since their strategic changes are going to make Rayonier a better company going forward… but I also think they will make it a worse investment […]
For our Friday File fun today I’ve got a couple udpated thoughts and check-ins on some companies that I follow and have written to you about before, but I also always like to toss in a teaser solution as we go along — so first we’ll have a look at the latest pitch from Keith […]
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 […]
The annual parade continues — I’m updating my thoughts on the stocks I’ve suggested in the past as “Idea of the Month” investments, and in this installment we’re looking at what are mostly dividend-growth stocks: income ideas, but not stocks that have particularly huge current dividends (those “bigger yielders” were covered in Part one here). […]
Sometimes when the economy is worrisome, the markets tumultuous, and no “story” stocks get you particularly excited about near-term catalysts, it’s time to focus on beaten down asset classes that you can buy for cheaper prices — it may not be the low for these assets, of course (and it probably ain’t, I’m not that […]
One of the more obscure asset classes got a big boost a number of years ago when the big institutional investors, particularly the ivy league endowment funds, started to emphasize it more, and when studies kept flowing about how this class has been one of the more perfect “diversifiers” for a portfolio: steady returns, not […]
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Will be interesting to see if Travis' recommendation of ATVI changes in light of their dropping a gamer over their banni...
That's a continuation of chatter from Sjuggerud over the past couple years, driven by index money and by internal Chines...
I also wasn't lucky with Steve’s China insights, refund requested!...
Your narrative speaks of a speculative gain which did not materialize because the name of the stock was not provided to ...
I am assuming that you are basing your question on the "China Emergency Briefing" which aired on May 30th, right? As I w...
Hi Travis, after today's news about China putting pressure on FedEx, I have looked at your previous Friday File again wh...
HAHA...it just ticked me off as a sneaky way to keep bleeding the curious for more commitment dollars...just to observe ...
Wow Travis, if you believe in a one party system move to Cuba, N.Korea Venezuela or China for 2 years and than when you...
For the most part, I thought the May 15th summit entitled “Bear Market Survival Event” was quite good. In the first ...
As a retired physician I am usually amazed when a non-physician opines on a medical topic. I have also been around long...
Thank you I appreciate that. Really not looking for any security or money transport plays though I saw them when they ip...
Nokia should have a stronger second half of the year and much stronger 2020 as 5G investment heats up, but "should" is n...
@Travis, Thanks for the enlightening and sincere commentaries. I really empathize with you on the emotional roller coast...
I do not have a lot to say on the GCR, other than I think it will happen on account of Trump. I think the topic of the r...
Blame it on China thats' the best explanation I've seen is In the post above Cowboys 'Vanadium Miners News For The Mont...
EV stocks before Oil for me at the moment. What about Buffetts 230 Million bet on BYD in 2008, he got 10 % ,at the time ...
When ever i look at industrial robotics, i look at MIDEA's acquisition of German industrial robotics firm KUKA that is a...
IVANHOE MINES....Panic over in DRC ? https://mail.google.com/mail/u/0/#inbox/FMfcgxwCgCLlJzClkbNkwdfzLFrczRJH Besi...
MA and V growth is limited due to reasons: *Both have not been expressly permitted to step in to China that is the growt...
Resonant's patents are awesome, but what prevents someone from copying a licensed design and just not paying royalties? ...
$FYI - PV-Tech Newsletter: US Edition - 4/11/2019 Some of todays articles; China to back-up Jinko and LONGi in...
How about stocks that build communication towers all over China or develop satellite technology - https://chinadeep.info...
$FYI - E-mobility is a done deal Dear e-mobility experts, From 2021, a vehicle fleet lim...
rather get in on the ground floor of some the many China Biotech IPO's about to hit the market https://chinadeep.info/to...
Nice research, i am digging deep on what the fuss is all about with 5G and what stocks are well positioned in the Commun...
Ni Hao. Hong Kong is cheap because its political future is uncertain. and there are lots of more viable global companies...
SOLVED Heavy rare earth minerals. X-66 project. HREE’s are used in high powered magnets in EV’s and other applic...
We visited China for 3 weeks over a year ago, starting in Beijing, and traveling west along the Silk Road. We were in B...
I’ve been looking at cloud services, and guess that China is starting to play catch up - and Amazon, Microsoft et al a...
Interestingly enough coal did in fact move when the Trump / China tariff news was announced. I caught something on the ...
Ii usually keep quiet, but since you mention getting educated, your comment has some incorrect facts. Many solar panel...
That was an entertaining post. Thanks. I never trust letters' authors who promote themselves through their intimate know...
Could I add some honest info on this subject.....Please. Trump does NOT love coal.....Trump loves the JOBS it provides!!...
I live in Southern IL and am very familiar with FELP. I wouldn't touch them with a 10 ft pole, although they do ship mos...
Yash. The name is STOREDOT, not Spotdot. It is an Israeli startup specializing in new battery innovations. One should al...
Timing is everything. When first recommended, most went up. Then there was the China {Trump?) correction from which th...
Also an Alliance member. I bought nine of his China recommendations, actually NPSNY is South African but owns 40% of Ten...
hey guys any one knows what 11 stock steve is recommending to buy on the china nasdaq as per his $1500 subscription, th...
@Travis, As usual, great analysis on both TTD and IQ. I own and follow them and I concur with your conclusions on IQ. On...
First and Foremost, Option for Income cost me almost all I had (95K) in just 3/4 months. I was up for 2018 and all went ...
An absolute fortune. That's why am intrigued to see if Stansberry doubling down on his bbf Sjuggerud 2019 will pull them...
Stansberry used to be reasonably moderate in tone, by newsletter standards. But since the recent sell-off they have beco...
With China establishing its own version of SWIFT and more countries trading directly with each other, the benefit of hav...
China wants: gold, food, technology, green technology, IP, information technology, commodities, land and hard assets...
From Bill Bonner's letter Why China Is Buying Gold Miners… And Why You Should Too Editor's Note: On Thursday, g...
Donald J. Trump ✔ @realDonaldTrump ....China’s representatives and I are trying to do a complete deal, leaving ...
Lynas stock is going up a little due to this pump article by Cabot. You hear and read the word "China" everyday like can...
A gold-backed reset would AVOID "official" US bankruptcy. What it would do would be to devalue the dollar. The debt...
For the sake of argument, let us imagine which countries might be among the 15 as having an interest in a gold-backed sy...
China probably views these monopolistic practices as part of their defense strategy. Anyone trying to break them will h...
Excellent Travis, if you are looking for China rare earth play, Shenghe 600392 is in Greenland already in a JV they will...
At $1.13 a share, it's worth picking up a few for a speculative position. If something does go down with China a 6,000 p...
I came into the game in September of 2018 probably the worst time to enter into the market with the horrible transaction...
Would have to check, but I believe that when Apple says “China sales” they mean “Greater China”... including Hon...
AAPL is trying hard to improve sales in China. Reputable but inofficial channels (i.e. JD.com) now have discounts of up ...
Wow counting on a lot of upward movement! Looks like it is low midpoint in the typical stock crude 3 phase development ...
Hi Don. I have not been active posting recently but still have a large position (under water) but am considering adding ...
It maybe a while for this stock to go up but they are interesting. They stated that they are in talks to make chips chi...
I see China closing up toward the rest of the world again and the corporate structure behind these stocks is shaky at be...
Excellent article, i don't have much to ad as this area is so well covered however from an energy point of view, i like ...
apart from Pres. Trump everybody wants to cut down on use of fossil fuels to save the planet. Our goodwill is being abus...
Oh I think it is a rich deposit or RF would not be wasting his time. They should be producing in a few years time. Why ...
$FYI - A Brief Update On The Vanadium Boom by Matt Bohlsen @SA - Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, CCC...
I think that the transition from a mostly "product sales" company to a "service sales" company, (-selling subscriptions,...
I could totally grow some crops, keep some livestock, and feed my family. You could too. Those silly grocery stores are ...
Baidu BIDU, the google of China, that's my guess. It is a triple recommendation from the Fools and they have written abo...
Ivanhoe Capital...new headquarters in China Friedland's upstream capital company Ivanhoe Capital has opened a new HQ ...
He wants his subscribers to sell puts on margin so they have to put up only 15% of the value as collateral rather than 1...
I saw the same perking up in the China stocks. So I decided to start scaling into some Dec out of the money MCHI 58 str...
Am I imagining a mirage in this trade war desert, or are there really investors out there cautiously easing back into C...
United States puts Idaho chipmaker at the center of its fight with China https://www.msn.com/en-us/money/companies/unit...
Thank you Travis for another excellent review. I went to China recently and have been talking to some people there. N...
$SRI - long - thanks for that post. Sparton's 89.8-per-cent-owned subsidiary, VanSpar Mining Inc., registered in the ...
Cramer interviewed FIVE's CEO after the Q2 earnings release and Cramer commented that he wouldn't be surprised if it dou...
Hey Mark, I must say your post was written in a very fair way. In our TPM service, July was our worst month ever. The u...
Hey Ed. I'm with you. Much of his details are beyond my understanding, too. I've been recently thinking of re-learning ...
I also received this teaser from James Altucher , called Mine-shaft Millions. He is the founding Member of a publication...
Realisticly all the usa uranium miners will require years (5-10) before they can really start ramping up uranium product...
$AVL,asx $AVLO #vanadium #WinWin It’s quite scary how undervalued we are when looking at how obvious the future is!! ...
hendrix I believe it will literally be the Coca Cola of Milk. A2m infant formula is now outselling Wyeth (nestles) wh...
$FYI - Vanadium Established Record High $28.5, Latest Analysis From China Vanadium Established Record High $28....
$FLC.ASX lp Fluence signs water agreement in China. https://www.asx.com.au/asxpdf/20181012/pdf/43z6g0w2qgf4vv.pdf...
The Trumps seem to be pretty closely connected to the Saudi ruling family, not so different than the Bushes in that rega...
Interesting article circ'ed by Cleanteq IR: https://mailchi.mp/cleanteq/reuters-london-metals-exchange-moves-to-ban-tai...
I believe you are correct in the Lynas Corp guess...it fits the clue about size of the deposit in their mine, Mount Weld...
$CLQ $CTEQF...acquires Lentikats, "bio lense" filtration tech CLQ has acquired a company that makes a bacteria based ...
In this case it’s an Xbox (in the ad video), but it could be any gaming/entertainment device. The point they’re mak...
While 'Communist China' has been suffering from communist mismanagement, the country has and continues to build a massiv...
Hi all ! I have been back in the US for about a week after a really great extended time overseas. I am sorry to be o...
Thanks Gr8Full! Serious NL with a wide reach, https://en.m.wikipedia.org/wiki/The_Oxford_Club https://en.m.wikipedia....
What's happening in South Africa? Isn't China buying everything up down there?...
As long as we are gambling, I'd rather risk $500 on ETAH which is opening their stem cell facility in China by early 201...
Millennial Lithium ML.V since I think it's about Lithium and this company has a 2.2 million ton stock of it in Argentina...
What about the new coffee company based in China. I know Starbucks has a huge market share there but this company is abo...
Missing from this discussion are the Invisible Cell Towers. These cells won't need towers at all. And they won't lease...
I brought CLQ before I heard of HN. My guess HN does not want to be a leader here like your saying. I liked his comments...
Hi everyone, as I mentioned I have been really preoccupied by the political situation. Out of deference to Travis, I wil...
VRB Energy and Pu Neng are the same company; Pu Neng is the name used for Chinese operations, VRB Energy is the name fo...
John: I agree that getting funding per se wont be a problem.....China already has both its feet planted squarely inside ...