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CEO.CA members discuss high-risk penny stocks which can lose their entire value. Only risk what you can afford to lose.
james brahahttp://www.goldsilverdata.com is the greatest site for gold and silver stocks I've found in 35 years of buying mining stocks. In the last half of 2015, all my gold/silver stocks (I own 40 of them) were losing money cause of the 5 year brutal correction. Now nearly every one of them is making money, and MOST have doubled or tripled as gold has risen about $275 since January.
The web owner, Don Durrett, who also writes a monthly newsletter is amazing, and I mean amazing, in his objectivity with mining stocks. Over 35 years, I've subscribed to about 10 or 15 precious metals newsletters and they always promote stocks with about 5-6 very long pages of details that are too complex and intricate to help. On goldsilverdata.com, Don gives a SYNOPSIS of each stock (550 in total) that is 3-4 BRIEF paragraphs that tell the whole story - the risk of the co, the management, the resources, the cash/debt situation. He makes everything so clear and simple, so we can decide whether the stock is what we want or not based on our own biases.
I've never seen anyone so objective in analyzing stocks. He never over-promotes, he just tells it like it is. And if he likes it a lot or doesn't, he says why. He uses a rating system from 1 - 4 (but the highest he ever gives is 3.5) and this is based on how much cash flow a company will have when gold reaches $2,000 an ounce. Which he is confident will be 2016 or 17 (I believe it will be 2016). He also gives all kinds of very detailed data about each company below his full synopsis. And he gives a list of the TOP 25 stocks out of all 550.
So, in my 40 gold/silver stock portfolio, of course I bought shares in almost all of the top 25. Now, 10 or 12 of these stocks have exploded in price - Silver Bear, Vista Gold, Exeter, Alexco, Silvercorp, Mines Management, Bear creek, Pure Gold, McEwen, and so on. Thing is, he has ALL KINDS OF LISTS and in the lists - aside from the 1-4 rating, he lists each stock as high risk, moderate risk, and low risk. So, I chose Co's with a 3.5 rating and MODERATE RISK as much as possible. The cost of the subscription - $99 - was the best money I have ever spent, and I've been buying gold stocks since the EARLY 70’s. #newsletters
@rackerFormer Casey Research energy analyst Marin Katusa to launch "by far the best, most comprehensive, most thorough natural resource investment service on the planet" [according to Katusa] this week. www.katusaresearch.com#newsletters
@Newton"In life, and in markets, you're always dealing with a hypothesis -- a current understanding -- and then an optionality around where you put your time. If you put it in the right direction, then there's a positive optionality because you're gonna understand new information in better way." #JohnBurbank#RealVisionTV. Speaks to value of good #newsletters on #juniors!
@NewtonI know right @BruceWayne? I signed up for emails after #mif but haven't heard anything. Site seems quiet, but I think it is still active. I think they've been cranking out the hits this year. Any subscribers around? #DoubleBank#Newsletters
@Newtonthat $EFR news is big deal. 'bought deal' OK. 'increasing size' OK. Together? Rare thing in #uranium these deals. #financings. Is that an @HRA-Coffin pick? I know some #newsletters like it, but not sure which ones. I like how it has conventional and ISR production with permitted processing plans in the USA. Many ways for them to deliver.
@Newton#Uranium Report out by UX Weekly: "The current picture is not pretty... We are not pointing this out to make the market situation seem even more depressing, but rather to show that there are good reasons for prices to be depressed given the current environment. It is clear that demand is down, supply is still too high, and market indicators are negative as are financial indicators." #newsletters Full of good content on opaque uranium markets.
@MiningBookGuy@dirkdiggler - hmmm, i think everything about 'stock picking' is in a whole different category from "choosing a good dentist", regardless of industry. IMO, the key problem most people have is that they get obsessed with one factor. In juniors, it could be "pick the best management". But often, these are the companies that are touted over and over again by various #newsletters, and they're bid way up by the time it reaches the 'common speculator'.
And then there are people obsessed by the numbers. Now in this area, there are arguably more inefficiencies in the smallest juniors, because evaluating juniors is so different from many other sectors. But "just analyzing numbers" is a road to failure with big caps...and there are countless people still trying to be the next Warren Buffett, Peter Lynch, etc.
When it comes down to it, you don't really need an 'edge' to pick 'the best dentist', and you don't need to worry much about valuation on that. you need to worry about A LOT more when picking #juniors. some off-the-cuff thoughts.
@MiningBookGuy@dirkdiggler - i don't disagree with your last 2 comments directed at me. The thing is, there's plenty of companies out there with 'serious' geologists that are NEVER mentioned by #newsletters. They have no idea how to promote themselves despite being in the industry for decades...and yet, I would rather bet on these folks than the hype machines that have been going into overdrive throughout 2016 (and yes, occasionally i'll buy into a 'hype machine', but it better have some goods to back it up). #juniors
@MiningBookGuy@Allan - on the #newsletters point- in fact, it is a KEY factor for me to continually assess what newsletters 'are' & 'are not' following, and why. i don't subscribe to any paid ones now, but i can get enough of a feel for it just from visiting ceo.ca, but also over time all the 'picks' come out.
just want to make the point that while it might not be important to others, it's VERY important to me.
@MiningBookGuy@Allan RE: why #newsletters important? - because i really like picking the tiny, unfollowed juniors, i can then know for sure that NO newsletter has picked up on it yet, which is the most exciting if I determine it's a quality junior
Or that maybe #newsletter have covered in the past, but it's not 'hot' right now, which could still be an opportunity.
Or I am surprised and realize #newsletters are all over it, where it COULD still be of interest to me, but based on my style, I would become hesitant, because it immediately implies many, many #buyers were ahead of me, and more likely #sellers will start appearing.
there's a lot more to this, but hopefully you get the idea that #newsletters are an awesome signal for knowing what other people are up to. but of course, CEO.CA is also an awesome signal in its own right, and all those picks and so much more always make it here :)
@rackerGeologist and former newsletter writer Lawrence Roulston just launched WestBay Capital Advisors, offering "capital markets and business advisory services to the mid-tier and junior segments of the resource industry." Roulston is the former editor of Resource Opportunities, which is now run by @jameskwantes. He had been working with Quintana, a billionaire family run Texan resource concern. It is unclear whether Mr. Roulston is still involved with Quintana. More on his new venture here: www.WestBayCap.ca#newsletters West Bay in West Vancouver is one of Canada's most prestigious addresses. Frank Giustra, Robert Friedland, Darrell Katz, Doug Forster, and Roulston himself have owned homes there.
@rackerDundee's Martin #Mureenbeld thinks the next few months could be trouble for #gold, due to damaged Post-Trump technicals, a surging US dollar, higher interest rates, and a strong equity market.
Medium term Mureenbeld remains a precious metals bull, stating the US Treasury will have no choice but to devalue the dollar to cope with rising debt and international competitiveness. “We remain very bullish,” Mureenbeld wrote in the latest issue of Gold Monitor. “-these are early days yet.”
Mr. Murenbeeld and the Dundee Economics team are leaving Dundee Corp at the end of Nov 2016 “by mutual agreement” according to the newsletter. The team will continue to publish Gold Monitor and Economic Monitor under the new brand of Murenbeeld & Co, starting in 2017.
Go to www.murenbeeld.com to subscribe #gold#newsletters#dundee
@racker"If you own a good research business and you're interested in selling or partnering don't hesitate to reach out," says Porter on the podcast. #Stansberry has 1 million paying subscribers and more than 2 million free daily readers. #newsletters
@MiningBookGuy@leafs RE: https://ceo.ca/mbgtrends?f9884700e112 - good post by you! People often dance around the topic of #newsletters in this industry. I agree that for many people they seem to be the "only source of 'indepth' look at the company". On your follow-up comments, I will immediately add that newsletter writers have a wide-range of how they get paid, and it's VERY hard to figure out the differences at first.
Without picking on anyone, I will say that I personally 100% trust @Brent_Cook & #JoeMazumdar@JoeMazumdar for their unbiased views of companies with #ExplorationInsights. This does NOT mean they are always right. But they got paid a pretty penny by subscribers, and they consistently say they will never take money/shares/whatever from companies. There are a few other newsletters that are similar. But many aren't, and you just have to figure some of this stuff out through experience. On that note, I have a couple other things to share:
@MiningBookGuy[ @tommy casey research seeing 300-500 new paying subscribers per day! Business never better since stansberry acquisition, Casey says. ]
[ @Sarb My best option is right here. It's @tommy and CEO.CA site. ]
@tommy@sarb - great juxtaposition here! casey research / agora / katusaresearch / etc. making big bucks no matter what. REGARDLESS of whether or not you make money as a 'subscriber' to those #newsletters, CEO.CA is better in EVERY way!
I hope people at #VRIC17 are talking about CEO.CA ...I really don't have anything against #newsletters making a buck. But I feel sad for people spending thousands of dollars on them INSTEAD of spending time at #CEO.CA ... CEO.CA #1, paid #newsletters are all secondary to what we learn here every day!
@rackerBrain drain at #Stansberry? Badiali gone. CEO Matt Smith quit last year after a brief stint. Key Stansberry deputees Sean Goldsmith and Brian Hunt have also left in the past year, and are now consulting with #Katusa to grow his #newsletters. I've heard Stansberry described as the most ambitious man in finance. He built Stansberry Research into a financial publishing powerhouse with revenues rumoured to be over US $200 million annually.
@MiningBookGuy@lukejackson - I'm pretty sure you're aware that @ocotilloredux put together a wonderful #zinc module series in the ~Zinc panel, and this is the best example of what you're describing.
assuming you were aware of this, i don't think you should discount the fact that most of what you recently hear on $TK is from people who are actually holding the stock. I would NOT trust ANYONE at CEO.CA as some altruistic sherpa (though the zinc modules are probably the best thing I've seen in this sense).
At the same time, I get more value here than from #newsletters (which is one reason I decided not to subscribe to any).
I mean, I don't exactly disagree with you. But I just think it's odd to say "positive momentum building for contributors here who aren't trying to flog stock for their benefit"...I think we should assume we're ALL trying to flog a stock, and there's nothing wrong with that! I don't think it's a good idea for anyone here to start to assume there are CEO.CA members that are trying to do what's best for the group..does that make sense? it's a dangerous path...
@MiningBookGuyOne other note on this: there is a total lack of #ASX-Stocks focused #newsletters (maybe not part of the Aussie culture?). I have found a few...but there are pretty much just as many ASX-juniors as TSXV-Juniors...a lot of people don't realize it, and it's simply a lack of coverage across the board.
On the other hand, I've noticed more newsletter-style stuff with #AIM-Stocks in London...and unfortunately, they generally seem shadier. Just my opinion based on what I've seen. Opportunity on all 3 exchanges, but I really like ASX for this reason (and wish I had the foresight for the 2015 ASX-move as @Excelsior@FundamentalAnalysis are describing!) #mbgtrends