On the ground in Dallas... How we knew about this $2 billion deal before everyone else... How to make money in commodities... A commodity to buy today... An angry subscriber...
We just arrived in Dallas to prepare for our Stansberry Society natural resources conference taking place on Saturday, May 31.
Some members from the team are heading to T. Boone Pickens' office today to finalize the details for his appearance on Saturday – and pick up some goodies for our Stansberry Society attendees.
And we're also putting the finishing touches on Porter's big reveal Saturday morning. We can't give any details about this... We're not even telling S&A employees what Porter is planning. But I can say, without a doubt, it's the most outrageous thing he's ever devised... If you're joining us in Dallas, you're in for a treat.
Because we have so much happening on the ground here, today's Digest will be brief. We look forward to seeing the nearly 600 attendees on Saturday.
And if you're unable to join us in person, read to the end of today's Digest to learn how you can still watch all the action live – including Porter's big reveal – from the convenience of your home.
In the March issue of the S&A Resource Report, Matt Badiali told his subscribers about an important phone call he received...
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Matt's industry contact expected Enduring's Permian asset sale to happen by the summer. As part of the sale, Enduring would release the data from the region. Insiders believed the oil volumes in the rock would shock the industry and mark the beginning of a huge growth play in the Permian.
Last month, rumors started swirling that Enduring was looking to sell itself for $2 billion. Bloomberg reported the company hired investment bank Jeffries to explore a deal. No parties would comment.
Less than three weeks ago, Reuters reported that former Chesapeake Energy CEO Aubrey McClendon was leading an investor group to buy Enduring for $2 billion. Again, no parties would comment...
But Matt and his inside sources think that number is too low... They think the $2 billion figure is just for Enduring's Permian production.
Regardless, it's a major deal for the Permian. And it's a testament to the "boots on the ground" research we provide our subscribers here at S&A, who knew about the potential for this major deal a full month ahead of Wall Street and the mainstream media.
And subscribers who followed Matt's advice and bought the recommendations in his March issue are already sitting on healthy gains. Matt's picks are up an average of 12% in seven weeks, and his top recommendation is up 41% in less than three months.
Matt plans to update everyone on this situation, and he'll share ways to profit from the growth of the Permian and other U.S. shale developments in Dallas.
Small Stock Specialist editor Frank Curzio sent along another tidbit showing that things are heating up in oil and gas...
Harold Hamm, CEO of oil giant Continental Resources, bought more than 42,000 of his firm's shares last week for approximately $5.7 million. The stock is trading near its all-time highs.
Hamm is worth more than $10 billion... But it's still a large, bullish bet on his company.
While the shale gas market is on fire, there are still plenty of unloved commodities today.
Natural resources expert Rick Rule, CEO of investment firm Sprott U.S. Holdings, likes to buy commodities that are so cheap that they have to go higher. You do this by buying commodities when they're selling for less than their production costs... As long as the world needs that commodity, the price has to go up eventually.
And today, we have that situation with uranium. We wrote about the opportunity in yesterday's DailyWealth...
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You can read the full essay, including one of our favorite ways to play uranium, by clicking here.
Rick will also discuss some other commodities he thinks are screaming buys on Saturday at our Stansberry Society event in Dallas.
If you happen to live in Dallas, we'll be selling tickets to the event at the door. You can learn more about the event at www.stansberrydallas.com.
The event is only three days away, and we know most of you can't make the trip at this point... But we don't want you to miss out on the valuable information that our presenters – Like T. Boone Pickens, Matt Badiali, and Rick Rule – will share.
That's why we're live-streaming the entire event online... You can catch every presentation, including Porter's huge surprise, from the convenience of your home. And if you sign up for online access to Dallas, we're offering free access to our events in Los Angeles and Nashville later this year.
You can register for our Stansberry Society Dallas event by clicking here.
New 52-week highs (as of 5/27/14): Apple (AAPL), American Homes 4 Rent (AMH), Blackstone Mortgage Trust (BXMT), iShares Germany Fund (EWG), SPDR Euro Stoxx 50 Fund (FEZ), 1st United Bancorp (FUBC), WisdomTree Europe Hedged Equity Fund (HEDJ), SPDR International Health Care Fund (IRY), Altria (MO), Allianz GI Equity & Convertible Fund (NIE), ProShares S&P 500 BuyWrite Fund (PBP), ProShares Ultra Technology Fund (ROM), Sanchez Energy (SN), ProShares Ultra S&P 500 Fund (SSO), Travelers (TRV), Union Pacific (UNP), and Walgreens (WAG).
Looks like we've irritated someone again... Send your e-mails to feedback@stansberryresearch.com.
"You are a lying fear mongering A**HOLE!!!!!!!!!!!!!!!!!!!!!!! Here we are at the end of May and
Regards,
Sean Goldsmith
Dallas, Texas
May 28, 2014
How some companies ignore Wall Street and still make a fortune...
There's a small universe of companies that are publicly traded but don't care what Wall Street thinks about their stock. These companies pay themselves and their shareholders huge amounts of cash every year.
In today's Digest Premium, Palm Beach Letter publisher Tom Dyson explains how it all works...
To subscribe to Digest Premium and access today's analysis, click here.
How some companies ignore Wall Street and still make a fortune...
Editor's note: In yesterday's Digest Premium, Tom Dyson – publisher of our corporate affiliate The Palm Beach Letter – explained why it's the hardest time in history to find income, and introduced "special dividends." Today, he digs deeper into the subject...
At The Palm Beach Letter, we have found a bunch of these special dividend-paying stocks... But it can be hard to find them without searching through the market, stock by stock, one at a time, looking for their special dividend payouts.
I (Tom Dyson) would like to make one clarification... A lot of companies pay special dividends, but not many pay them on a regular basis. However, the companies that do pay these dividends on a regular basis tend to have very high insider ownership. Basically, the families that run these companies are paying themselves, so they tend to be safe, stable companies run for the benefit of the shareholders.
The companies we found are fairly valued. They haven't been chased up like most other dividend stocks in the market.
Ironically, Wall Street isn't interested in these companies because their payments aren't frequent. These firms pay dividends whenever they feel like it... And that doesn't suit Wall Street. It's not as marketable.
These companies typically pay special dividends out of excess free cash flow – when they're producing too much cash. They don't want to be tied to a regular dividend schedule. Think of it as a company that pays bonuses rather than increasing base salaries. If performance is good, you're getting paid. The key is they're all really good, profitable companies.
It's also a great way for these tightly controlled companies to better allocate capital. Because they determine when the payouts will be, they won't be forced to pay a large, scheduled dividend when they're low on cash.
They're basically saying, "We don't care what you think. We're paying ourselves when we want to."
Because of the high insider ownership, the families that own these companies are making themselves rich with these special dividends... and we get to piggyback on them.
To be clear, a lot of these companies do pay regular dividends – yields somewhere between 1%-3%. But the big payouts come in the form of the special dividends... Like I said yesterday, the highest-yielding stock in this universe pays an 11% dividend.
So it's important to know when these special dividends are coming. Luckily, the companies we've found pay these dividends pretty consistently...
– Tom Dyson
Editor's note: These little-known companies that pay large, special dividends are Tom's absolute favorite investment idea right now. It's one of the few asset classes that hasn't been bid up to absurd valuations... And you can still collect double-digit income by owning some of these companies – a massive yield considering our low-interest-rate environment today. To learn more about this idea (without sitting through a long promotional video), click here.
How some companies ignore Wall Street and still make a fortune...
There's a small universe of companies that are publicly traded but don't care what Wall Street thinks about their stock. These companies pay themselves and their shareholders huge amounts of cash every year.
In today's Digest Premium, Palm Beach Letter publisher Tom Dyson explains how it all works...
To continue reading, scroll down or click here.