Analyst Articles

Over the past few weeks, I’ve been revealing to StreetAuthority.com readers how my research team and I honed in on “The 10 Stocks to Own For the Rest of Your Life.” #-ad_banner-#I explained how “Irreplaceable Assets” can shower investors with increased wealth for the long haul here and how we use a very unique set of criteria to find the “World’s Greatest Businesses” here. But there’s still one more vital trait that we used to find our elite group of “Forever Stocks.” See, perhaps more than anything, my Forever Stocks have an obsession with… Read More

Over the past few weeks, I’ve been revealing to StreetAuthority.com readers how my research team and I honed in on “The 10 Stocks to Own For the Rest of Your Life.” #-ad_banner-#I explained how “Irreplaceable Assets” can shower investors with increased wealth for the long haul here and how we use a very unique set of criteria to find the “World’s Greatest Businesses” here. But there’s still one more vital trait that we used to find our elite group of “Forever Stocks.” See, perhaps more than anything, my Forever Stocks have an obsession with paying shareholders rich, growing dividends. As an investor, this makes perfect sense. Since 1926 nearly half of the market’s total return came from dividends, according to Standard & Poor’s research.   In other words, if you ignore dividends, then your potential for long-term growth is cut in half. You’d also be ignoring some of the market’s best performers. From January 1972 through March 2014, dividend-paying stocks in the S&P 500 returned 9.3% on average annually, according to Ned Davis Research. That far exceeds the 2.4% annual return for S&P stocks that… Read More

I’m going to show you a simple strategy that has never lost money in the market. A recent study by mega-investment firm Oppenheimer proved just as much. Don’t worry, it’s not some “too good to be true” story. But there are some caveats. First, I could tell 100 people about this strategy… and I’d guess 99 of them would flat ignore it. That’s despite the evidence I’ll show you backing it up. “That strategy is for suckers.” “Its time has passed.” “You have to be an idiot to think that would work today.” I know some people will say this… Read More

I’m going to show you a simple strategy that has never lost money in the market. A recent study by mega-investment firm Oppenheimer proved just as much. Don’t worry, it’s not some “too good to be true” story. But there are some caveats. First, I could tell 100 people about this strategy… and I’d guess 99 of them would flat ignore it. That’s despite the evidence I’ll show you backing it up. “That strategy is for suckers.” “Its time has passed.” “You have to be an idiot to think that would work today.” I know some people will say this — because they already have. We asked some of our regular readers to give us their thoughts on this strategy. And those were the type of responses I heard from some people. I was shocked. #-ad_banner-#Second, you can’t use this strategy for every stock. Use it on the wrong ideas, and you can still lose money. But across the market as a whole, it hasn’t failed once in the past 60 years. The truth is, you don’t have to trade every day… or every week… or even every year to beat the market. In fact, your success actually increases with… Read More

Insiders in the natural resource business often talk about “shopping season” this time of year. But they’re not referring to Christmas presents. As I’ve discussed before, this is the time of year when many natural resource investments can be had at bargain prices. This is particularly true for the smaller firms that my premium natural resource newsletter, Scarcity & Real Wealth, was created to focus on — the kind of companies that offer potential for double or even triple-digit gains through the discovery of major mineral or petroleum deposits. #-ad_banner-#This month’s buying… Read More

Insiders in the natural resource business often talk about “shopping season” this time of year. But they’re not referring to Christmas presents. As I’ve discussed before, this is the time of year when many natural resource investments can be had at bargain prices. This is particularly true for the smaller firms that my premium natural resource newsletter, Scarcity & Real Wealth, was created to focus on — the kind of companies that offer potential for double or even triple-digit gains through the discovery of major mineral or petroleum deposits. #-ad_banner-#This month’s buying opportunity is upon us — ironically — because 2014 has been a difficult year for many resource companies. With commodities prices falling, a large number of firms have seen their share prices decline. Sentiment has in fact turned down to such a degree that many of these firms are selling for cash flow multiples lower than we’ve seen in decades. I’ve been purchasing a number of these companies for my portfolio over the past few months. The thing is, today we’re seeing even better prices on these already-cheap companies. That’s because many… Read More

Warren Buffett has made a career out of honing in on the world’s best investments. Through his holding company, Berkshire Hathaway (NYSE: BRK-A), he’s invested nearly half of his portfolio in four of the world’s greatest businesses — Coca-Cola, Wells Fargo, American Express and IBM. But have you ever wondered how Buffett decides which company is truly one of the market’s best investments? #-ad_banner-#The answer is simple — he looks at companies with what he calls “economic moats.” Since 1986 Warren Buffett has mentioned moats more than 20 times in his annual shareholder letters. He calls them “essential for sustained… Read More

Warren Buffett has made a career out of honing in on the world’s best investments. Through his holding company, Berkshire Hathaway (NYSE: BRK-A), he’s invested nearly half of his portfolio in four of the world’s greatest businesses — Coca-Cola, Wells Fargo, American Express and IBM. But have you ever wondered how Buffett decides which company is truly one of the market’s best investments? #-ad_banner-#The answer is simple — he looks at companies with what he calls “economic moats.” Since 1986 Warren Buffett has mentioned moats more than 20 times in his annual shareholder letters. He calls them “essential for sustained success.” As Buffett put it in his 2007 shareholder letter… “A truly great business must have an enduring ‘moat’ that protects excellent returns on invested capital. The dynamics of capitalism guarantee that competitors will repeatedly assault any business ‘castle’ that is earning high returns. Therefore a formidable barrier … is essential for sustained success.” As you would expect, Buffett’s moat strategy has paid off. Combined, Berkshire Hathaway’s four large-moat companies have returned 139% over the past decade — well ahead of the market’s 118%. Now, I know many of you — perhaps most of you — have probably already heard… Read More

The past year has not been great — generally speaking — for mining stocks. Just look at the chart below — it’s an index comprised some of the biggest names in the precious metals and mining space. The index has fallen off a cliff in 2014 — down nearly 16% this year.   Most investors cringe when they look at a chart like this. But many of the savvy industry experts I know in Canada love seeing these big drops, especially when we’re nearing the end of the calendar year. You see, I’ve worked… Read More

The past year has not been great — generally speaking — for mining stocks. Just look at the chart below — it’s an index comprised some of the biggest names in the precious metals and mining space. The index has fallen off a cliff in 2014 — down nearly 16% this year.   Most investors cringe when they look at a chart like this. But many of the savvy industry experts I know in Canada love seeing these big drops, especially when we’re nearing the end of the calendar year. You see, I’ve worked in the mining and energy sectors for more than a decade, traveling as far as Russia, Chile and Madagascar to inspect natural resource projects. But these days, I call Canada home. And, as editor of StreetAuthority’s premium advisory, Scarcity & Real Wealth, my job is to provide readers with investment opportunities they won’t find from analysts who sit at a desk all day. #-ad_banner-#And I’m excited when I see a chart like this for one simple reason. It has to do with a “quirk” in the way the Canadian tax system works — a quirk that lets… Read More

I recently finished a brand new report called “The 10 Stocks To Own For The Rest Of Your Life.” The title is pretty self-explanatory — I compiled a group of stocks so strong and dependable that I think you could buy them now and profit from them forever. #-ad_banner-#Unsurprisingly, they have a remarkable track record. These 10 stocks gained an average of 829% over the past decade, beating the S&P 500 by 700 percentage points. That’s equivalent to an average return of 25% a year. To find these “Forever Stocks,” I searched for companies with three key traits that many… Read More

I recently finished a brand new report called “The 10 Stocks To Own For The Rest Of Your Life.” The title is pretty self-explanatory — I compiled a group of stocks so strong and dependable that I think you could buy them now and profit from them forever. #-ad_banner-#Unsurprisingly, they have a remarkable track record. These 10 stocks gained an average of 829% over the past decade, beating the S&P 500 by 700 percentage points. That’s equivalent to an average return of 25% a year. To find these “Forever Stocks,” I searched for companies with three key traits that many of the market’s strongest performers share. I started by honing in on companies that possess what I like to call “Irreplaceable Assets.” If you’ve ever been to Boulder Canyon in Nevada, you may have seen firsthand how Irreplaceable Assets can create wealth for the long haul. The harsh canyon in the heart of the desert holds one of the greatest investments in U.S. history: the Hoover Dam. The Hoover Dam is a profit machine. Finished in 1936 at a cost of $49 million, the dam today generates and sells about $63 million in electricity every year — nearly 130% of… Read More

Over the last decade, we’ve published thousands of in-depth research reports. Everything from high dividend payers, game-changing innovations, top stocks in emerging markets — you name it, we’ve told you how to profit from it. But the research I’m going to tell you about today stands head and shoulders above everything else we’ve ever done. In fact, it ranks as our single most popular report of all time. #-ad_banner-#Each year, we update the report with our team’s most recent findings. And frankly, I think what we’ve come up with this year represents a major breakthrough. We call it: “The 10… Read More

Over the last decade, we’ve published thousands of in-depth research reports. Everything from high dividend payers, game-changing innovations, top stocks in emerging markets — you name it, we’ve told you how to profit from it. But the research I’m going to tell you about today stands head and shoulders above everything else we’ve ever done. In fact, it ranks as our single most popular report of all time. #-ad_banner-#Each year, we update the report with our team’s most recent findings. And frankly, I think what we’ve come up with this year represents a major breakthrough. We call it: “The 10 Stocks To Own For The Rest Of Your Life”. You’ve probably heard us talk about the idea of “Forever Stocks” before. Simply put, these are solid companies that we think you can feel confident buying and holding onto for years, even decades. And we believe they will continue rewarding investors for years on end… crushing the market over the long run. They’re the kinds of stocks you’d ideally want to own forever. Owning solid, stable companies “forever” may sound ridiculously simple. In fact, I bet I could tell 10 people about this strategy and 9 of them would flat ignore… Read More

Something unusual is happening as I write this. The stock market has once again been making new highs. #-ad_banner-#At least, it feels like an unusual occurrence after last month’s steady selloff. This quick “correction” followed by an equally swift rebound, has a lot of observers feeling jittery. Many of my Top 10 Stocks subscribers have written in to ask advice on our portfolio holdings during this period. With that in mind, let me just say one thing… I do not think it’s time to start running for the exits. I believe there a few reasons for the early October selloff–… Read More

Something unusual is happening as I write this. The stock market has once again been making new highs. #-ad_banner-#At least, it feels like an unusual occurrence after last month’s steady selloff. This quick “correction” followed by an equally swift rebound, has a lot of observers feeling jittery. Many of my Top 10 Stocks subscribers have written in to ask advice on our portfolio holdings during this period. With that in mind, let me just say one thing… I do not think it’s time to start running for the exits. I believe there a few reasons for the early October selloff– none of which have to do with decaying corporate fundamentals, or an impending stock market collapse, as some analysts would have you believe. But before I get into my take on the recent decline, let’s look at what actually happened — and how far stocks really fell. In overall terms, last month’s dip has, in fact, been minor. While it felt like stocks took a big hit in many cases, the overall Dow was down “only” about 700 points — or less than 4%. It’s also important to keep in mind that this relatively small decline came from a high… Read More

The backdrop is Bangkok, Thailand — where I’m spending a week meeting with colleagues before heading on to Myanmar. #-ad_banner-#I happened to be strolling down Bangkok’s main artery, Sukhumvit Road, on my way to a meeting about 30 minutes from the Intercontinental Hotel, where I usually hang my hat. What I saw was frankly incredible. In 30 minutes of walking, I passed no fewer than six different Starbucks (Nasdaq: SBUX) locations. That’s about one store every two blocks. Below are some shots of this diverse array. Not only does Starbucks have a major presence here — the company… Read More

The backdrop is Bangkok, Thailand — where I’m spending a week meeting with colleagues before heading on to Myanmar. #-ad_banner-#I happened to be strolling down Bangkok’s main artery, Sukhumvit Road, on my way to a meeting about 30 minutes from the Intercontinental Hotel, where I usually hang my hat. What I saw was frankly incredible. In 30 minutes of walking, I passed no fewer than six different Starbucks (Nasdaq: SBUX) locations. That’s about one store every two blocks. Below are some shots of this diverse array. Not only does Starbucks have a major presence here — the company has made itself a mainstay of street life, all in a short period of time. This is just a taste of what’s been going on around the world for the company. Earlier this year, Starbucks hit a major milestone in its global growth, opening its 20,000th store worldwide. Today, the company operates in 64 countries. And consumers aren’t the only ones that have been happy with the company. Just look at the gains shareholders have enjoyed over the past five years… That’s a significant achievement. And it flies in the face of analysts, which questioned whether the giant… Read More

As you many of my long-time readers know, my boots-on-the-ground approach to finding the world’s best investments has taken me all over the globe. Recently, I found myself in Bangkok — a Southeast Asian hotspot brimming with opportunity to launch new products and investments. #-ad_banner-#​Surprisingly, though, it was in a small tailor shop down one of Bangkok’s narrow side alleys that gave me the most inspiration.A cab driver — who I’m sure the tailor had paid to bring potential clients to his shop — dropped me off to have a look around. As luck would have… Read More

As you many of my long-time readers know, my boots-on-the-ground approach to finding the world’s best investments has taken me all over the globe. Recently, I found myself in Bangkok — a Southeast Asian hotspot brimming with opportunity to launch new products and investments. #-ad_banner-#​Surprisingly, though, it was in a small tailor shop down one of Bangkok’s narrow side alleys that gave me the most inspiration.A cab driver — who I’m sure the tailor had paid to bring potential clients to his shop — dropped me off to have a look around. As luck would have it, I needed some new suits. And after finding the merchandise in the shop to be of good quality, I got down to the heart of the matter with the shop owner — the price. He opened with 30,000 Thai baht for two suits — about $1,000. Not a bad price for a tailor-made item… but I’d seen better. We eventually haggled down to 26,500 baht, but I still wasn’t convinced. And with a week to look around at other shops in the area, I started to head for the exit. Then… Read More