Warren Buffett is sitting on $325 billion in cash – his largest hoard ever.
Not because he wants to – but because he can’t find value in the usual places.
Now, as US government spending spirals out of control, Buffett knows he’s losing billions of dollars to inflation.
That’s why I predict Buffett’s next investment will catch millions of people off guard.
It’s not another bank… railroad company… or more shares of Apple.
It’s a gold company. How do I know?
Because the math doesn’t lie:
You can buy the average gold developer for $30 and get back $13 a year —
That’s a 43% ROI annually.
Over 10 years, that’s $130 on a $30 investment.
Tell me where else Buffett can get that.
But there’s one specific miner Buffett likes best:
- It’s the best-managed major gold miner in the industry…
- Has massive cash flow…
- Is trading at a deep discount to fair value…
- Positioned at the heart of Trump’s new mining push…
Don’t wait for Buffett to reveal his position in his 13F filing on November 15th…
Right now, you have the chance to front-run the greatest investor of all time. Go here and I’ll give you the name and ticker – along with details on my top four small miners.
To your wealth,
Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio
P.S. A lot of investors write in to tell me how much they’ve made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world’s governments are not buying Bitcoin. They’re betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn’t create it?) will be a good bet… until it isn’t. It may end up doing great. Or it may be eclipsed by any number of tech developments.
Meanwhile, gold will continue to do what it’s done for almost 6,000 years of recorded human history: Protect wealth through chaos. Go here if you want the name and ticker of Buffett’s likely gold play… and details on my top four miners
Ollie's Bargain Outlet: Buy it While It's Still a Bargain
Written by Thomas Hughes. Published 8/29/2025.
Key Points
- Ollie's Bargain Outlet is well-positioned to continue accelerating its growth and driving value for its shareholders.
- The Q2 results and guidance align with a bullish analyst upgrade and revision cycle that is in place.
- Valuation metrics suggest this stock could rise by at least 100% over the next few years.
Ollie's Bargain Outlet Holdings (NASDAQ: OLLI) isn't exactly cheap—trading at roughly 40 times this year's earnings forecast—but the market is pricing in significant growth. Based on analysts' projections, its forward P/E on 2035 consensus estimates falls into the low teens, offering a deep value among high-quality retailers. By comparison, The TJX Companies (NYSE: TJX), the established off-price leader, trades at 30 times current-year earnings, suggesting Ollie's isn't as overvalued as it may first appear—and that substantial upside remains.
Under this scenario, Ollie's shares could gain 100% or more over the next few years, with additional upside driven by its 2025 performance.
The Coin That Could Define Trump's Crypto Presidency (Ad)
When Trump returned to office, one of his first moves was to tap PayPal's former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren't just talking crypto policy—they're quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto's "Third Giant."
Ollie's 2025 results are robust, with growth accelerating both sequentially and on a year-over-year basis, exceeding consensus forecasts. This momentum is underpinned by a rapidly expanding store count—largely fueled by Big Lots' bankruptcy, which created vacancies that Ollie's has eagerly filled, leveraging the existing infrastructure.
The company acquired more than 60 former Big Lots leases and quickly converted them into Ollie's locations. This suggests Wall Street's long-term forecasts for Ollie's may be too conservative, paving the way for a sustained bullish analyst revision cycle.
As of late August 2025, analyst sentiment on Ollie's remains bullish. With 13 analysts covering the stock—enough to lend credibility to the consensus—a Moderate Buy rating accompanies a rising average price target.
The current consensus price target of $132 implies limited upside, yet this figure has climbed 30% over the past 12 months and 5% in the 30 days before the Q2 report. At the top end of the analyst range—$159—Ollie's would enjoy roughly 20% upside and a new all-time high.
Ollie's Bargain Outlet's Q2 Results Give Cause for Analysts to Lift Estimates
Ollie's Bargain Outlet delivered a strong quarter, driven by improving comparable-store sales and accelerated store count expansion. Net revenue of $679 million rose 18.5% year-over-year—more than 300 basis points above MarketBeat's consensus—backed by a 5% comp-store gain and a 16.8% increase in total locations.
Management said the business has the "wind in its sails," as transactions, consumer staples, and seasonal merchandise fueled sales. Ollie's loyalty program—"Ollie's Army"—also continues to shine, with membership climbing more than 10%.
Margin expansion was another highlight. Beyond converting former Big Lots locations into operating stores, improvements in planning processes and a favorable merchandise environment boosted profitability. Gross margin expanded by 200 basis points, operating margin by 80 basis points, and adjusted EPS jumped 25%, all surpassing expectations. EPS performance is roughly 1,000 basis points ahead of plan and is expected to remain strong as the year progresses.
Guidance also impressed, setting the stage for another round of analyst upgrades. Ollie's raised its sales and earnings forecasts above consensus levels, and with its current momentum, management appears poised to deliver again. Three tailwinds—growing store count, comp-store sales gains, and a favorable selling environment—should drive revenue expansion and margin improvement.
Ollie's Bargain Outlet Pulls Back After Results
Ollie's shares popped on the Q2 news but ran into resistance, opening higher before closing with a sizeable decline. This suggests that while buyers remain interested, some profit-taking and skepticism are tempering the rally.
This pullback could persist into September, potentially testing support in the $120–$125 area. However, key support around $130 could hold, enabling consolidation. If the stock maintains that level, it should break out to a new high and resume its uptrend.
to bring you the latest market-moving news.
This email content is a paid advertisement from Golden Portfolio, a third-party advertiser of TickerReport and MarketBeat.
Contact Us | Unsubscribe
Copyright 2006-2025 MarketBeat Media, LLC dba TickerReport. All rights reserved.
345 N Reid Place, Suite 620, Sioux Falls, South Dakota 57103. U.S.A..
No comments:
Post a Comment