Travis Johnson, Stock Gumshoe

Author Bio

Travis Johnson, Stock Gumshoe
Travis Johnson is an individual investor who founded Stock Gumshoe in 2007 as a way to air his dissections of overhyped marketing pitches... and to share the "secret" stocks that stock newsletters hype to get your attention and your subscription dollars. His thinking? If you already know what the "secret" stock is, you can make a much more reasonable and thoughtful decision about whether or not to commit to an expensive newsletter subscription. (And if you don't pay for the info, you'll be more free to think for yourself about whether or not the investment is worth your money.) In his charmed life he has been, among other things, a university faculty member, a fundraiser, a writer, and a world-champion ice-cream scooper. Now he runs Stock Gumshoe for you, allowing us all to discuss and dissect the latest overheated stock ideas... as well as review and talk about investment newsletters and enjoy the commentary and opinions of Stock Gumshoe's other special contributors and the discussion with our unusually attractive, erudite and polite readers. He lives with Mrs. Gumshoe and all their little Gumshoes in the wilds of Western Massachusetts.

Author Archives

Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]

Today brings us another “black box” teaser pitch — we see similar themes across investment teases, and the “black box” is popular… a presentation with some pundit holding up a mysterious box sand saying, “thar be gold!” This time around, it’s Hilary Kramer pitching us as she tries to recruit subscribers to her GameChangers service […]

Today we’re looking at a teaser pitch for the new Green Zone Fortunes service from Adam O’Dell, who has offered some “cycle trading” newsletters in the past for Dent Research (Cycle 9 Trader and 10X Profits), and has recently launched this Green Zone product as an entry-level service ($49, renews at $79). I haven’t covered […]

Entry level “systematic trading” monthly newsletter, says that it “provides a monthly newsletter centered on the latest big investment opportunity and a weekly email that includes the Green Zone Ratings, which highlights the top 10 best performing stocks, as well as the top 10 worst performing stocks.” O’Dell also helms the “upgrade” newsletters Cycle 9 […]

Recommends small-cap stocks that Alexander Green sees as having 100X potential, their marketing materials indicate that they’re looking for small and profitable companies in the $300 million-$1 billion range, “well-run small businesses with fast-growing sales” but not really “penny stocks.”

The over-the-top promise of the latest Green Chip Stocks pitch is impressive… this is from the order form: “Now, Get Ready to Profit from “The Most Important Discovery in Half a Century” ––Science Magazine “The last time science came anywhere close to a breakthrough like this, early investors made up to 70,000%” And it gets […]

This ad is a few weeks old now, so my apologies for not getting to it sooner (or ID’ing the stock at a better price, frankly), but it’s still an interesting story and I’m still getting questions, so let’s dig in. The pitch is for Disruption Investor ($99/yr), Stephen McBride’s “entry level” newsletter for RiskHedge […]

Recent Author Comments

On Eric Fry's "Secret Behind the Coming 50X Gold Bull Market"... explained

Yes, Altius is the most diversified royalty company outside of precious metals or energy. I’ve owned it for a very long time, though my position is in the red now.[...]

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On Friday File: A Light Trim for the Flyboys?

I’m just being mindful of elevated risk in my portfolio at current valuations for all those companies — they’re great operations, including TTD, and should grow for many years, but the stock prices seem to me to be taking a lot of that growth for gra[...]

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On Eric Fry's "Secret Behind the Coming 50X Gold Bull Market"... explained

I like the Malartic mine royalty, not crazy about their focus on spending for prospect development lately, and the Renard mine is still a disaster with diamond prices so low -- everyone in the royalty space has an occasional disaster, but Renard was Osisko[...]

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On Eric Fry's "Secret Behind the Coming 50X Gold Bull Market"... explained

That’s been heavily teased a few times over the years.... from “next big mine” to “left for dead” and back a couple times. I wouldn’t hold my breath on it ever becoming a mine, but one never knows.[...]

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On Friday File part 2: Nibbles and Two Watchlist Additions

I bought it only for the takeover, not for the backhaul potential. The notion that satellite backhaul would be the primary solution for small cells in 5G was always overhyped, they do have good potential for growth from backhaul but it won’t be massive [...]

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On Eric Fry's "Secret Behind the Coming 50X Gold Bull Market"... explained

Often these are “special report” stocks that get teased, sometimes separate from what’s in the official portfolio.[...]

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On Eric Fry's "Secret Behind the Coming 50X Gold Bull Market"... explained

Hipgnosis is the music royalty company I own, trades in London (ticker SONG). There are also royalty exchanges where you can buy and sell individual songs, like Royalty Exchange and Songvest, I've never tried either. In pharma, the big one that just ca[...]

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On What's Whitney Tilson's "TaaS?" He says "It could put up to an extra $5,600 back in your pocket each year"

Yes, that was Waymo, the Alphabet subsidiary. Lyft or Uber could also be more direct TaaS plays, though those weren't highlighted by Tilson.[...]

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On Eric Fry's "Secret Behind the Coming 50X Gold Bull Market"... explained

Thanks for the feedback, eb -- Sprott has also been teased as Dan Ferris' favorite at Stansberry for about 18 months now, I still prefer the royalty names to Sprott but it should be levered to gold as management fees rise on their ETFs (and it has had a ni[...]

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On Friday File: Music Royalties, Swedish Betting and Gold Speculation

I hope it works out for you. I expect CMTL and GILT will probably both be in pretty good shape in a couple years, given the likelihood that demand will rise for satellite backhaul for networks as well as other growth in the satellite land station business[...]

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On Friday File: Music Royalties, Swedish Betting and Gold Speculation

The plot thickens, now GILT is accusing CMTL of trying to sabotage the merger by intentionally slow-walking approval in Russia.[...]

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On "The Next Stock of the Decade" from Strategic Trends Investor

When did he recommend the stock to his subscribers? Typically, teased stocks are already in the portfolio of a newsletter... though not always.[...]

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On Friday File: Music Royalties, Swedish Betting and Gold Speculation

Trade Note: Closed Arbitrage Trade at a Loss Just a quick note that the news out of Delaware this morning that Comtech has filed a complaint against Gilat regarding their merger brought the shares down by about 15%, and caused me to sell out of my equit[...]

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On Friday File: Music Royalties, Swedish Betting and Gold Speculation

1. It's better to have market data -- it usually doesn't matter in the long run whether you base your limit orders on live prices or 15 minute delay prices, but you'll feel dumb if you put in a limit order that's above the current ask. If you're not trad[...]

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On McCall's "Folding" breakthrough: How to profit from "The Smartphone that Will Change the World?"

Good points. It’s also true that brokers are making fractional shares more and more available now, so I can go in and buy $20 or $50 worth of Amazon or Intuitive Surgical (just examples) if I want to on some platforms right now, including some big ones [...]

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On McCall's "Folding" breakthrough: How to profit from "The Smartphone that Will Change the World?"

Then your math is off :) If you would have bought $1,500 worth at $15 (100 shares), then buying $1,500 worth at $150 (10 shares) is the same decision -- the price per share is largely irrelevant -- they could have done a 1:10 stock split and made the st[...]

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On McCall's "Folding" breakthrough: How to profit from "The Smartphone that Will Change the World?"

To be fair, OLED is part of that trend as well -- their organic LEDs consume a lot less energy than the backlight formerly required for LED screens. If I remember correctly, they estimate the electricity consumption savings to be in the 20-30% range compa[...]

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On Ray Blanco's "Halo-Fi" -- What's his teased "Death to Cable" stock?

Just checking back here with an update -- the "OneWeb is about to go public" story clearly ended a few months ago, with the company collapsing into bankruptcy and losing an important lifeline when Softbank, facing its own crises, failed to throw yet more c[...]

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On What's Oxford's "#1 Microcap for 2020?" It's teased as a "Tiny $4 Tech Stock With Technology That Will Replace Smartphones"

That could be a bigger issue, particularly for smaller companies or those that aren't yet listed elsewhere, like HMI. Baidu and Alibaba will find their investors in London or Hong Kong if they get kicked out of New York, and those banking centers will hap[...]

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On Friday File: Music Royalties, Swedish Betting and Gold Speculation

Haven’t looked at them closely, mostly because they’re growing more slowly and have just their first toe in the US now, but a very established company in gaming and igaming in Europe.[...]

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