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 February 17th…
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
Bank of America's Rock-Bottom P/E and 25% Upside Potential
Authored by Sam Quirke. Posted: 1/28/2026.
What You Need to Know
- Bank of America trades at one of the lowest valuations among mega-cap stocks, even after a strong rally over the past year.
- A recent pullback has provided some time to take profits without breaking the broader uptrend, improving the risk-reward setup.
- Recently refreshed price targets point to solid upside potential heading into February.
Financial giant Bank of America Corp (NYSE: BAC) did almost everything right in 2025. The stock logged a powerful rally, hit a record high, and finished the year in strong form. It even pushed to fresh all-time highs in the first few trading days of January, and the bulls looked set to remain in control in 2026.
Then things cooled. A pullback set in, gathering pace after the bank's earnings report two weeks ago, trimming roughly 10% off the share price. On the surface, it has not been a great start to the year. Zoom out, though, and the picture isn't as bad: the broader uptrend remains intact, selling pressure is already showing signs of tiredness, and the stock's valuation has reset to one of the lowest price-to-earnings (P/E) multiples among mega-cap stocks today.
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With analysts rushing to rate the shares a Buy and many calling for upside of at least 25%, Bank of America is quietly shaping up as one of the more interesting large-cap setups in the market heading into February. Let's take a closer look.
An Attractive Valuation
At a current P/E below 14, Bank of America's ratio is the lowest of the mega-stocks right now. For investors on the sidelines who view the recent selling as a pause rather than the start of a reversal, that creates a compelling buy-the-dip opportunity.
When a stock dips in the week before its quarterly earnings report and then falls further after the release, you'd expect the report to be poor.
But Bank of America delivered another solid quarter, topping expectations on both revenue and earnings. The company impressed with operating leverage, and its provisions for credit losses came in well below forecasts.
Given that, January's pullback appears to have been driven more by broader market forces than by any deterioration in Bank of America's fundamentals.
Rising geopolitical tensions have weighed on equities in recent weeks, and it looks like Bank of America's shares were simply caught up in that shift to a risk-off tone.
The lack of follow-through buying this week all but confirms the weakness was macro-driven. With the uptrend still intact and selling pressure starting to fade, the lower P/E ratio gives the stock an attractive risk/reward profile.
Analysts See Meaningful Upside From Here
Adding to the sense that the market has been too negative is the fact that many analysts currently rate Bank of America a Buy. Goldman Sachs recently reiterated its Buy rating while boosting its price target to $67.
Their call echoes similar moves from Morgan Stanley and TD Cowen, both of which reiterated Buy or equivalent ratings earlier this month with price targets around $64. Those targets imply more than 25% upside from current levels—not bad for a stock trading at a rock-bottom valuation.
Risks Remain, But Are Largely Known
There are still headwinds as we head into February. One prominent risk is the proposed 10% cap on credit card interest rates announced earlier this month. If implemented, it could pressure profitability across parts of the consumer banking business.
That said, the market has had time to digest this, and the recent pullback likely reflects that uncertainty. Bank of America's diversified revenue base and scale provide a buffer from potential rate caps that smaller peers may lack.
Still, bulls will need to stay strong in the coming sessions to prove they're back in control. Last week the stock hit a deep low; while it has bounced since, it remains to be seen whether the $52 level will hold as a hard floor.
If that floor holds, don't be surprised to see the stock trade into the upper-$50s or mid-$60s by the end of the quarter.
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