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Apple Is Losing Its Luster
Apple is one of the largest companies in the world, with a market capitalization of $3.7 trillion, and the shares up 131,000% since 1997. But over the past three years, revenue has been flat, while share valuations have continued to rise. Trouble ahead for this tech giant?
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Faster Gas, Bigger Profits
In this issue, we analyze a company that has the ultimate energy business model. Unlike its peers that are plagued by project delays, this company has brought its first two natural-gas terminals online in record time – allowing it to get to market sooner, for less money, leading to great profits over time.
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How Tariffs Will Destroy America…
President Trump’s tariff policy, which may start a trade war, is moronic and horrifying.. It will lead to higher inflation, market volatility, and global instability… and 100 years of U.S. history demonstrates why. There are, however, ways to protect your investments.
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Know When To Hold And When To Fold
In this issue, we provide updates on several current recommendations in the portfolio that have fallen in value. Some of these are world-class companies that dominate their respective industries. One is not. The distinction provides a good lesson in when to sell and when to hold.
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Never, Ever Sell A Great Business
Selling shares too soon can be worse than buying poor-performing shares. No matter what happens in markets or the economy, great businesses tend to do well over the long run. It’s almost always a mistake to sell them.
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Cash Burn Turns Into Cash Flow
This company was built on the idea of technology “outpacing the law,” and it’s turbocharged a staggeringly effective online network of customers that circumvents traditional business practices in more than 70 countries… And is now generating a profit and shares will soon begin to rise.
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Gold’s Dirty Little Secret
Over the past half century, the price of gold has risen more than 7,500% in U.S. dollar terms, yet, over the same period, gold stocks have risen only 1,000%. In this week’s Big Secret, we explain why and how it can play out in your investment outlook.
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A Letter To My Son
Today’s 12 Days of Christmas selection is from Porter, sharing the letter he wrote to his son Traveler about life (being poor sucks), investing (don’t overpay for stocks), and more. We hope that you enjoy it… and we'll be back with our usual program on January 6.
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Massive Currency Devaluation Means…
Although Bitcoin adoption could take several decades, its role in global markets cannot be ignored. With institutions now able to invest through ETFs, Bitcoin is rapidly gaining acceptance, this analyst writes.
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Avoiding The End Of America
After watching Porter’s End of America documentary, today’s guest writer did some research and then did something else that shocked many people – including his good friend Porter.