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The Next Commodity That Will Take Off

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My visit to the Rule Symposium... A small stock with incomprehensible upside... If you bought copper

My visit to the Rule Symposium... A small stock with incomprehensible upside... If you bought copper last year, buy this now... Commodities will catch up... Keep your mouth shut and listen... I'm not retiring... This is what leadership looks like... [Stansberry Research Logo] Delivering World-Class Financial Research Since 1999 [Stansberry Digest] My visit to the Rule Symposium... A small stock with incomprehensible upside... If you bought copper last year, buy this now... Commodities will catch up... Keep your mouth shut and listen... I'm not retiring... This is what leadership looks like... --------------------------------------------------------------- I (Dan Ferris) just went to Boca Raton in the middle of summer... I know... I know... Boca in July. It's as hot and humid as Florida gets. But if I know my friend Rick Rule, he probably chose this time and place for the Rule Symposium on purpose... He's probably getting such a bangin' deal on the hotel facilities that the hot, humid weather takes a back seat. And the event is well worth the trip. Every year, Rick invites some of the greatest legends of the mining industry. If you're an individual investor who likes mining stocks, Rick's annual four-day event is the best one to attend if you can only make it to one. Nobody knows more than Rick about investing in small, speculative mining stocks. Nobody knows more of the greatest mining entrepreneurs... or the people who provide them with capital. And Rick has provided them with a substantial amount of it in his career. Rick is also a fixture at our annual Stansberry Research conference. A small stock with incomprehensible upside... For a sense of the companies featured at the Rule Symposium... I conducted a breakfast chat before an audience of about 60 to 70 attendees with Benoit La Salle, CEO of Aya Gold & Silver (AYA.TO). Aya is already a huge success story. Its share price was around C$0.82 in January 2020... and is nearly C$15 today. This company is focused on developing the Zgounder silver mine in Morocco. For now, it's a pure silver mine, but there's a second deposit – primarily gold this time – that the company expects to begin developing in the next few years. It turns out Morocco is a very mining-friendly and more stable political jurisdiction than most other African countries. Benoit told us the permitting process would have taken years longer in most other countries – even developed, well-known mining countries like Canada. Aya doesn't have a lot of competition in Morocco yet, and it's buying up as much land as it can so it'll be able to mine for many years to come. I then asked Benoit how much upside could possibly be left in the stock after its epic run... He said – with a straight face, in front of the whole audience – "450 dollars," meaning C$450 per share. At the end of the chat, I told him that if there's that much upside and the stock is only C$15, then the market must be missing something... and frankly, I said, I must be, too. "What are we missing?" I asked. He turned around and pointed to a slide of the silver deposit and surrounding area and said, "This." In other words, the deposit is so large and so rich that it seems too good to be true. I'm not officially recommending Aya to my paid subscribers today... It's too speculative for my newsletters, and I haven't done a full analysis of the company. But for folks who are willing to take chances – and do enough research to identify the best opportunities – Aya shows how much upside can be available in a small-cap mining stock. That's why people come to the Rule Symposium, Florida summer or not. When I spoke at last year's Rule Symposium, I pounded the table on copper... Specifically, I highlighted blue-chip copper stocks like the ones I've recommended in the Extreme Value Ultimate Commodity Hypercycle Portfolio and The Ferris Report. Since then, copper has risen from below $4 per pound last July to as high as $5.05, and it still trades around $4.25 today. Copper stocks have moved, too. Over the past year, my copper stock pick for The Ferris Report is up about 6% and the one in my Hypercycle Portfolio (for Extreme Value Premier subscribers only) is up about 46%, both as of yesterday's close. If we get a recession, all commodities and commodity stocks will suffer. But that'll just be the time to load up on them, because the longer-term expectations for most energy and metal commodities is excellent. But enough about copper... If you bought copper last year, buy this now... This time around, I urged the audience to invest in natural gas. I covered natural gas in the March issue of The Ferris Report (my paid subscribers and Alliance members can read that issue [here](. At the time, the commodity was trading around $1.60 to $1.70 per thousand cubic feet ("mcf"). Most producers in most regions need at least $3 per mcf to break even. When that happens to a commodity, the industry is essentially in liquidation. High-cost producers shut down expensive wells, get bought out, or go broke. On the other hand, these are winning conditions for producers that are strong enough to survive the downturn. They'll come roaring back with more assets and less competition when natural gas prices rise again. I recommended one of those survivors... a cash-generating, big-cap, blue-chip gas producer with great management, great assets, and a great balance sheet. It's not just copper and natural gas, either... I'm really excited about owning high-quality, cash-gushing, well-managed companies across the energy and mining sectors right now. I believe you have a chance to make 5 times your money or more by holding them through the full cycle. That's exciting to me because natural resources investing is really difficult and risky. It's very hard to assign a value to a business that extracts natural resources since you have no way of predicting what the price of its product will be. It's not like a good beer or wine brand, or a good software company or a great retailer, where the earnings tend to grow fairly steadily for years. The volatility of energy and metal prices makes it riskier for investors. But with that extra volatility comes extra opportunity. You can make explosive gains being a contrarian in commodity stocks – buying when commodity prices are down and everyone is terrified and selling. It's easier to hold a company through those ups and downs if you know it's one of the best companies in the world. If you speculate on tiny little mining-exploration stocks, you know they can and often do flame out and go to zero. It's insanely difficult for most folks to hold them long enough to get the big multibagger returns they seek. You might still get volatility with the big blue-chip miners... but you'll have a lot less risk of financial difficulties. In other words, you can hold them safely through the full cycle. You don't need to worry about the stock going to zero. And when commodity prices turn back up, so will their share prices. So they produce pretty great returns. No, you won't make 100 times your money the way you can speculating on the small stuff like Aya... But let's face it, almost nobody ever makes that kind of money in risky little stocks, because almost nobody ever wants to hang on through all that volatility. So I think you have a much greater chance of making several times your money with the big blue-chip energy and mining stocks than of making any money at all in the tiny little speculative stocks. As I mentioned, I have a portfolio of seven of the best-of-the-best blue-chip mining and energy stocks in the Extreme Value Ultimate Commodity Hypercycle Portfolio. Since we started the portfolio on February 28, 2023, it's up 32.6% through yesterday's close... just behind the S&P 500 Index at 39.7% over the same period. The Hypercycle Portfolio return has been well above 40% at times, and at one point was about 11% ahead of the S&P 500. The S&P 500 is ahead of our Hypercycle Portfolio for the moment, but that won't last... The S&P 500 is more egregiously overvalued today than at any other time with only two exceptions: the dot-com peak and late 2021. History suggests that, over the next 10 years, it's likely to generate flat or negative returns. Right now, "everybody knows" interest rates will fall soon and that the stock market will love it. So they're buying stocks like crazy. A crash is inevitable. But as trader and past Stansberry Investor Hour guest Michael Harris shared today on the social platform X: Fragility is increasing exponentially. When stocks get this expensive, a stock market crash is inevitable. And during times when stocks falter, commodities can shine brightly. The S&P GSCI Commodity Index rose more than 200% from 1966 to 1974 as stocks fell... and 120% from 1977 to 1980 as stocks continued their 16-year sideways journey through rampant inflation. Commodities were volatile. That's always true. But they outperformed stocks overall during the period. So, despite their greater volatility and the possibility of a recession in the next few years, I like many commodity-related stocks a lot better than most noncommodity stocks today. Another highlight of the symposium was my private conversations with fellow attendees... At one dinner, I wound up sitting with Frank Trotter, co-founder of EverBank and president of Battle Bank. Every time I talk with him, he teaches me a new simple but powerful truth about the banking industry. This time around, we were talking about how, as banks grow, the regulatory requirements become more burdensome, leading to more spending on accountants and auditors. He told me, "Once you hit $10 billion in assets, you had better grow to $20 billion pretty quick to pay for it all or you're gonna have a problem. That's why plenty of banks tend to stay below $10 billion or so." According to recent data compiled by Bloomberg, 441 of 720 U.S.-based, U.S.-traded banks – about 61% of the total – have $9.99 billion in assets or less. Just 43 banks – 6% of the total – have between $10 billion and $19.99 billion in assets. I wouldn't necessarily avoid all banks in that range. That wasn't Frank's message. It's just a little-known insight you should understand if you own bank stocks. Another day, I found myself seated for lunch between Sean Roosen of Osisko Development on my right and Robert Quartermain (founder of Pretium Resources) on my left. I thanked Rick for the invite when lunch was over. He said, "I've spent my whole career hanging out with people like this and just listening." Rick is probably the wealthiest and most successful investor I know personally. And one of his greatest skills is finding the best people in the industry, keeping his mouth shut, and listening. Good lesson there. I also caught up with Seabridge Gold co-founder and CEO Rudi Fronk... Rudi told me plainly that Stansberry Research's own Steve Sjuggerud "put Seabridge on the map" for investors when he first recommended the stock many years ago. It was a great long-term call... Steve first recommended Seabridge Gold (SA) in June 2004 at $2.65 per share. As you see every day in the Stansberry Research Hall of Fame at the bottom of our Digest mailing, he sold for a 995% gain just four years later. That's the kind of return we all dream about. And for any investors who endured all the volatility since then, they'd be looking at a hundred-plus-bagger since the company went public. Fronk also asked me if I'm thinking about retiring. I just smiled and shook my head. I don't understand the concept of retirement. I'll only do it if I become too infirm to think, read, and write. One day... decades from now... they'll find a skeleton at my desk with a half-written Digest in front of me. Even if I should stop – never mind. Not gonna happen. But now let me get serious on you... I can't ignore the attempt on Donald Trump's life. The most important thing about the shooting was the moment just seconds later, when he stood up, shook his fist toward the crowd, and said, "Fight... fight..." which everyone took to mean, "Fight for your country." More than one pundit has said something like, "That's what leadership looks like." My political views don't matter. I'd never vote for Trump, Joe Biden... or anybody else, because none of them will ever do the one thing that matters: reduce the massive size and awesome and dangerous power of the U.S. government with all haste. I'll never vote for any candidate unless that is their primary mission. I don't think it matters much for investors who gets elected in November. People who think Trump is an "existential threat" are unhinged idiots mouthing nonsense. He's no more or less a threat to the U.S. than any other president in recent history: Biden, Obama, Bush, Clinton... They all seek power for its own sake, expand government, and spend tons of other people's money on stupid ideas with zero chance of success. And none of them are working for you and me. Like comedian George Carlin said, "It's a big club and you ain't in it." But even I have to admire the way Trump handled the moment. I'm not alone. Meta Platforms co-founder/CEO Mark Zuckerberg called Trump a "badass" in a recent Bloomberg interview (without endorsing him). Political violence was already on my mind when the event took place. The [June issue]( of The Ferris Report is about the 2016 assassination of U.K. Member of Parliament Jo Cox and the more recent murder of two mortgage brokers in Toronto. My overall point was that violence – political or otherwise – can focus an investor's mind. Given the events last Saturday, I seem to have little choice but to continue that theme in the July issue, which comes out next Friday. I won't make any election predictions, but Digest editor Corey McLaughlin already pointed out [earlier this week]( that the shooting increased the odds of a Trump victory, according to betting and election prediction-market data. And by now, perhaps you've been reminded that right-wing Brazilian candidate Jair Bolsonaro was stabbed in September 2018 during a campaign event... and elected president the next month. So a Trump win in November would not be much of a surprise. But a soaring stock market wouldn't surprise anyone, either, even though it's a very risky bet right now. So what would or wouldn't surprise anyone doesn't always tell you much about what'll actually happen in the future. Point is, no matter which way the political winds blow, you should choose any investments carefully right now. Consider hedging your portfolio with cash (the best equity portfolio hedge) or with short positions if you're OK with more risk. And look at the longer-term potential in commodities. --------------------------------------------------------------- Recommended Links: # [What You Missed Yesterday]( World-renowned Wall Street expert Professor Joel Litman delivered a new, urgent crisis warning... and shared a dead-simple playbook for protecting yourself immediately. To hear the names of the beloved stocks you should SELL today – 100% free of charge – [click here for details before Monday's opening bell](. --------------------------------------------------------------- # [Urgent Alert: 'This Could Be Worth 20 Times More Than Nvidia']( Whitney Tilson has nailed many of the most famous stocks of the past 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than AI, the personal computer, and the smartphone combined. [Click here to see how it could become the No. 1 investment of the next decade](. --------------------------------------------------------------- New 52-week highs (as of 7/18/24): Alpha Architect 1-3 Month Box Fund (BOXX), Cintas (CTAS), Kinder Morgan (KMI), Omega Healthcare Investors (OHI), Plains All American Pipeline (PAA), Pembina Pipeline (PBA), and Viper Energy (VNOM). Do you have any thoughts on Dan's essay... or anything you'd like us to cover in the coming days? As always, e-mail us at feedback@stansberryresearch.com. Good investing, Dan Ferris Eagle Point, Oregon July 19, 2024 --------------------------------------------------------------- Stansberry Research Top 10 Open Recommendations Top 10 highest-returning open stock positions across all Stansberry Research portfolios. Returns represent the total return from the initial recommendation. Investment Buy Date Return Publication Analyst MSFT Microsoft 11/11/10 1,411.1% Retirement Millionaire Doc MSFT Microsoft 02/10/12 1,403.1% Stansberry's Investment Advisory Porter ADP Automatic Data Processing 10/09/08 901.9% Extreme Value Ferris WRB W.R. Berkley 03/16/12 775.9% Stansberry's Investment Advisory Porter BRK.B Berkshire Hathaway 04/01/09 683.4% Retirement Millionaire Doc HSY Hershey 12/07/07 477.9% Stansberry's Investment Advisory Porter AFG American Financial 10/12/12 458.3% Stansberry's Investment Advisory Porter TT Trane Technologies 04/12/18 428.8% Retirement Millionaire Doc NVO Novo Nordisk 12/05/19 370.1% Stansberry's Investment Advisory Gula TTD The Trade Desk 10/17/19 369.7% Stansberry Innovations Report Engel Please note: Securities appearing in the Top 10 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the model portfolio of any Stansberry Research publication. The buy date reflects when the editor recommended the investment in the listed publication, and the return shows its performance since that date. To learn if a security is still a recommended buy today, you must be a subscriber to that publication and refer to the most recent portfolio. --------------------------------------------------------------- Top 10 Totals 5 Stansberry's Investment Advisory Porter/Gula 3 Retirement Millionaire Doc 1 Extreme Value Ferris 1 Stansberry Innovations Report Engel --------------------------------------------------------------- Top 5 Crypto Capital Open Recommendations Top 5 highest-returning open positions in the Crypto Capital model portfolio Investment Buy Date Return Publication Analyst wstETH Wrapped Staked Ethereum 12/07/18 2,291.8% Crypto Capital Wade BTC/USD Bitcoin 11/27/18 1,601.8% Crypto Capital Wade ONE/USD Harmony 12/16/19 1,163.9% Crypto Capital Wade MATIC/USD Polygon 02/25/21 758.2% Crypto Capital Wade AGI/USD Delysium AI 01/16/24 332.4% Crypto Capital Wade Please note: Securities appearing in the Top 5 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the Crypto Capital model portfolio. The buy date reflects when the recommendation was made, and the return shows its performance since that date. To learn if it's still a recommended buy today, you must be a subscriber and refer to the most recent portfolio. --------------------------------------------------------------- Stansberry Research Hall of Fame Top 10 all-time, highest-returning closed positions across all Stansberry portfolios Investment Symbol Duration Gain Publication Analyst Nvidia^* NVDA 5.96 years 1,466% Venture Tech. Lashmet Microsoft^ MSFT 12.74 years 1,185% Retirement Millionaire Doc Inovio Pharma.^ INO 1.01 years 1,139% Venture Tech. Lashmet Seabridge Gold^ SA 4.20 years 995% Sjug Conf. Sjuggerud Nvidia^* NVDA 4.12 years 777% Venture Tech. Lashmet Intellia Therapeutics NTLA 1.95 years 775% Amer. Moonshots Root Rite Aid 8.5% bond 4.97 years 773% True Income Williams PNC Warrants PNC-WS 6.16 years 706% True Wealth Systems Sjuggerud Maxar Technologies^ MAXR 1.90 years 691% Venture Tech. Lashmet Silvergate Capital SI 1.95 years 681% Amer. Moonshots Root ^ These gains occurred with a partial position in the respective stocks. * The two partial positions in Nvidia were part of a single recommendation. Editor Dave Lashmet closed the first leg of the position in November 2016 for a gain of about 108%. Then, he closed the second leg in July 2020 for a 777% return. And finally, in May 2022, he booked a 1,466% return on the final leg. Subscribers who followed his advice on Nvidia could've recorded a total weighted average gain of more than 600%. --------------------------------------------------------------- Stansberry Research Crypto Hall of Fame Top 5 highest-returning closed positions in the Crypto Capital model portfolio Investment Symbol Duration Gain Publication Analyst Band Protocol BAND/USD 0.31 years 1,169% Crypto Capital Wade Terra LUNA/USD 0.41 years 1,166% Crypto Capital Wade Polymesh POLYX/USD 3.84 years 1,157% Crypto Capital Wade Frontier FRONT/USD 0.09 years 979% Crypto Capital Wade Binance Coin BNB/USD 1.78 years 963% Crypto Capital Wade You have received this e-mail as part of your subscription to Stansberry Digest. If you no longer want to receive e-mails from Stansberry Digest [click here](. Published by Stansberry Research. You’re receiving this e-mail at {EMAIL}. Stansberry Research welcomes comments or suggestions at feedback@stansberryresearch.com. This address is for feedback only. For questions about your account or to speak with customer service, call 888-261-2693 (U.S.) or 443-839-0986 (international) Monday-Friday, 9 a.m.-5 p.m. Eastern time. Or e-mail info@stansberryresearch.com. Please note: The law prohibits us from giving personalized financial advice. © 2024 Stansberry Research. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Stansberry Research, 1125 N Charles St, Baltimore, MD 21201 or [stansberryresearch.com](. Any brokers mentioned constitute a partial list of available brokers and is for your information only. Stansberry Research does not recommend or endorse any brokers, dealers, or investment advisors. Stansberry Research forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Stansberry Research (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation. This work is based on SEC filings, current events, interviews, corporate press releases, and what we've learned as financial journalists. It may contain errors, and you shouldn't make any investment decision based solely on what you read here. It's your money and your responsibility.

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