Most people use the Buffett Indicator to predict stock market corrections.
After all, the “Oracle of Omaha” created his famous indicator to measure the valuation of the overall stock market. But my research has uncovered a much more profitable use for it.
The Buffett Indicator has predicted every major gold bull run this century with flawless accuracy. Every single one.
It flashed in 2000. Gold skyrocketed.
It flashed in 2008. Gold skyrocketed.
It flashed in 2020. Gold surged nearly $600 per ounce in just 5 months.
Today the Buffett Indicator is at an all-time high … more extreme than it was in 2020. And once again, gold prices are surging. But forget about ordinary gold or gold mining stocks.
I believe there's a much more profitable way to play this situation.
Something I call Canadian Gold has crushed ordinary gold, silver, the NASDAQ, and the S&P 500 by a wide margin since its inception.
Unlike ordinary gold, it has already paid out billions in dividends… and right now it's available at a 94% discount to the price of physical gold.
But the price could soar after a public announcement scheduled for May 6th. That’s why I recommend you act before then.
Click here for my full analysis on "Canadian Gold."
Good Investing,
Porter Stansberry
P.S. My research confirms both "the Warren Buffett of Canada" and a personal friend of the legendary "Oracle of Omaha" each own more than $50 million worth of "Canadian Gold."
Click here to discover why.
Iran Ceasefire Trade: 3 Energy Stocks to Own if Oil Falls to $80
Submitted by Chris Markoch. Date Posted: 5/18/2026.
Key Points
- Marathon Petroleum and Valero benefit from their ability to refine heavy crude as global oil flows shift.
- Phillips 66 offers diversified exposure through refining, pipelines, chemicals, and marketing operations.
- All three energy stocks combine attractive valuations with growing dividend payouts and strong analyst support.
- Special Report: Elon Musk already made me a “wealthy man”
The latest inflation data show the impact of higher energy prices on the U.S. economy. Even with many oil companies delivering record production, supply and demand are still pushing prices higher for goods and services. That’s also good news for energy stocks, many of which have reached multi-year highs.
However, as hard as it may be to imagine, oil prices will eventually come down—and they could fall quickly. That’s why now is the time to consider the energy stocks to own when oil prices begin moving lower.
Trump just signed it (Ad)
A recent policy development is drawing attention from income-focused investors.
According to one analyst, changes behind the scenes may be opening the door to new cash-flow opportunities designed to generate regular monthly income — without requiring investors to pick individual stocks or predict market direction. In a new briefing, he explains how the structure works and what investors should understand before considering it.
Learn how these income opportunities are structuredThe correlation between energy stocks and the broader market highlights the different outlooks of traders and investors. Traders are chasing alpha, which means moving in and out of oil and gas stocks to capitalize on fluctuating oil prices.
Unfortunately, consumers won’t feel that impact right away. Even if oil moves to $80, it would still be trading nearly 20% higher than it was before the conflict started. And many industry experts anticipate that oil prices will rise further due to increased infrastructure spending in the United States.
That’s tough for household budgets, but it could be a positive signal for investors. Here are three stocks that offer a combination of short-term growth and long-term value.
Marathon Petroleum: Built to Profit From Heavy Crude No Matter Where It Comes From
If nothing else, investors have been getting a geography lesson that explains where, and how, oil gets to market.
That’s a core reason to consider Marathon Petroleum Corp. (NYSE: MPC). Marathon is a downstream refiner, and one of the company's tactical advantages is its ability to refine heavy crude.
Heavy crude comes to the United States from Canada and, in recent months, from Venezuela. Marathon has the equipment to refine this thicker, sour crude, which the world will need.
Any potential benefit from increased Venezuelan crude flows likely would not yet have been fully reflected in Marathon’s first-quarter earnings report—which was a strong beat on the top and bottom lines—but would likely become evident in next quarter's report.
Since the earnings release, analysts have been raising their price targets for MPC, with the highest revised target of $291 coming from Goldman Sachs. That figure is over 10% higher than the consensus price target of $259.
MPC trades at around 8x forward earnings. That multiple is very attractive when many oil and gas stocks are trading at a premium. Plus, investors get an attractive dividend that’s been increasing by an average of around 9.9% over the last three years.
Valero Energy: Positioned to Capture Global Crude Rerouting
The case for Valero Energy Corp. (NYSE: VLO) is both strategic and tactical.
Companies and countries aren’t standing idle as the Strait of Hormuz is closed. They’re looking for alternate supply sources, and that means sending tankers to the Gulf of America, where Valero is happy to receive them. Valero is another company that can refine heavy, sour crude.
Valero’s Q1 2026 earnings report showed strong year-over-year gains on both the top and bottom lines. But, as was the case with Marathon, the potential benefit from rerouted crude shipments and stronger export demand likely won’t become evident until next quarter’s results.
VLO stock is up over 50% year-to-date, which has pushed the stock above the consensus price target of $237.94.
However, since the company’s earnings report was released on April 30, some analysts have raised their price targets. TD Cowen has the highest price target at $276, implying upside of more than 15% from the consensus.
Valero investors also get a reliable dividend that now pays $4.80 per share annually after Valero increased the quarterly payout by over 6% in January 2026.
Phillips 66: A Midstream Powerhouse With Room to Run
Phillips 66 (NYSE: PSX) brings something to the table that pure-play refiners don't: a diversified business model that spans refining, midstream, chemicals, and marketing.
That mix gives PSX a degree of earnings stability that can act as a cushion when refining margins tighten.
And with the Strait of Hormuz closure reshaping global crude flows, Phillips 66's Gulf Coast refining assets and extensive pipeline network put it squarely in the path of opportunity.
Like the other names on this list, Phillips 66 delivered a strong Q1 earnings report that doesn’t yet account for any potential benefits from the conflict in the Strait of Hormuz.
As noted, this could be a double-edged sword for Phillips 66, but analysts have a consensus price target of $185.61, suggesting potential upside of around 8%.
PSX trades at an attractive forward multiple of around 10x earnings and about 6% below its consensus price target. Plus, it pays a dividend that’s been growing for 12 consecutive years.
BlackBerry Rewrites Its Own Operating System
Submitted by Jeffrey Neal Johnson. Date Posted: 5/6/2026.
Key Points
- BlackBerry's QNX software has become the undisputed operating system standard for the global automotive and critical systems industry.
- The company's expansion beyond automotive is accelerating thanks to key partnerships with global technology and defense infrastructure leaders.
- BlackBerry's successful business transformation is confirmed by its return to revenue growth and improving corporate profitability.
- Special Report: Elon Musk already made me a “wealthy man”
The ongoing valuation recalibration for BlackBerry Limited (NYSE: BB) is accelerating as investors absorb BlackBerry's successful transition from a legacy hardware manufacturer to a provider of mission-critical software. Market intelligence suggests that BlackBerry's dominant footprint in the automotive sector has served as the catalyst, helping propel shares by about 60% over the last 30 days.
This broad-based validation marks an inflection point for BlackBerry, aligning the market narrative with the operational reality of a business model now defined by high-margin, predictable revenue within the Internet of Things (IoT) and cybersecurity verticals. That momentum calls for a fundamental reassessment of the company, positioning it not as a relic of mobile telephony but as a formidable and emerging leader in the software-as-a-service landscape.
Rewriting the Core Engine: The QNX Powerhouse
Trump just signed it (Ad)
A recent policy development is drawing attention from income-focused investors.
According to one analyst, changes behind the scenes may be opening the door to new cash-flow opportunities designed to generate regular monthly income — without requiring investors to pick individual stocks or predict market direction. In a new briefing, he explains how the structure works and what investors should understand before considering it.
Learn how these income opportunities are structuredThe core of BlackBerry's operational turnaround is its QNX software division, which now contributes over half of BlackBerry's total revenue. QNX is a real-time operating system (RTOS) that has quietly become an automotive industry standard, embedded in the safety and infotainment systems of more than 275 million vehicles.
Its value lies in deterministic performance, a non-negotiable requirement for safety-critical functions like advanced driver-assistance systems (ADAS). This deep market penetration provides a substantial competitive moat and a highly visible revenue stream.
Further supporting this outlook is BlackBerry's reported $950 million design-win backlog, primarily driven by QNX. This backlog gives investors a clearer line of sight into future revenue generation, reducing uncertainty in the financial model and providing a stable foundation for growth. The business has successfully transitioned from the volatile, low-margin world of smartphone manufacturing to a predictable, high-margin software-as-a-service (SaaS) and licensing model. This structural shift is critical to understanding BlackBerry's recent stock price momentum.
Strategic Integrations Solidify a New Market Position
Recent strategic alliances have broadened BlackBerry's reach, extending its technological footprint well beyond the automotive sector. These partnerships represent tangible expansions of BlackBerry's total addressable market (TAM) and reinforce its role in securing next-generation technologies.
NVIDIA Integration Unlocks the Edge AI Market
A pivotal collaboration integrates BlackBerry's QNX OS directly into the NVIDIA (NASDAQ: NVDA) IGX Thor and Halos Safety Stack. This move is a significant tailwind for growth, pushing QNX beyond its automotive stronghold and into emerging fields such as industrial edge AI, robotics, and advanced medical imaging. QNX's ability to manage mixed-criticality workloads allows it to run safety-certified processes alongside general computing tasks on a single piece of silicon. This capability is invaluable for complex systems like those NVIDIA is building, creating new, diversified revenue opportunities for BlackBerry.
Securing Critical Government Infrastructure
On the cybersecurity front, a partnership with The IP Company has integrated BlackBerry's SecuSUITE technology into the Wireless Communication & Messaging System (WCMS) used by NATO and other global naval fleets. This deployment for top-secret communications underscores BlackBerry's capabilities in the highly regulated defense sector. Establishing this foothold in critical government infrastructure creates an exceptionally sticky customer base and reinforces the brand's reputation for best-in-class security.
Compiling the Financials: A Clean Build
BlackBerry's Q4 earnings report provides compelling evidence that the strategic pivot is producing concrete financial results. BlackBerry posted positive GAAP earnings per share (EPS) of 6 cents, comfortably beating analyst consensus estimates of 4 cents. Revenue climbed 10.1% year over year to $157.96 million, signaling a return to top-line growth.
Profitability metrics are improving, with a net margin of 9.69% and a return on equity of 10.09%. BlackBerry's balance sheet remains solid, characterized by a low debt-to-equity ratio of 0.26 and a healthy current ratio of 2.12. Adding to investor confidence, management actively returned capital by repurchasing 6.7 million shares for $25 million in the fourth quarter. This share buyback program provides a strong counterpoint to insider selling, signaling internal conviction that the stock remains undervalued.
Debugging the Risks: Headwinds and Market Bugs
Despite the positive momentum, investors should remain mindful of potential risks. One notable headwind is the pattern of insider selling. Corporate executives have consistently sold shares over the past year, with zero insider purchases recorded. While often part of pre-scheduled plans, this activity may suggest that management views the current valuation as approaching fair value.
Furthermore, short interest in BlackBerry has increased by 26.7%, now accounting for 4.69% of the public float. This indicates a growing contingent of market participants betting against the rally's sustainability. That skepticism is echoed on Wall Street, where the average analyst price target of $4.88 sits below the current trading price.
This divergence suggests that while the market is pricing in future growth, some institutional analysts remain behind the curve and anchored to legacy models.
Executing on the Data
The data suggests that the rise in BlackBerry's stock is underpinned by a genuine and successful business transformation. BlackBerry has effectively executed its pivot, securing a dominant position in the automotive IoT space while expanding into new high-growth verticals. Strong earnings, a visible revenue backlog, and strategic partnerships provide a solid fundamental basis for the market's renewed optimism.
Investors considering the revitalized BlackBerry may want to monitor the interplay between the bullish fundamental catalysts and the bearish signals from insider selling and rising short interest. Cautious investors might prefer to wait until next quarter's financial results to confirm that revenue growth and margin expansion are sustainable. Those with a higher risk tolerance might consider the current setup, viewing analyst caution as an opportunity before estimates are potentially revised upward to match the market's enthusiasm.
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