Hello and welcome to my review of Strategic Investor.
I’ve been hearing a lot about this service recently, and somewhere along the lines I stumbled across a video where Dave Forest was talking about making big, fast gains with warrants.
The pitch was quite compelling, but I wanted to know if the Strategic Investor service was (actually) worth joining or not, so I decided to take a closer look.
In short, Strategic Investor is an advisory service headed up by Dave Forest of Casey Research that shares monthly stock recommendations and insights with subscribers.
It’s best known for its focus on commodities, but Dave also recommends opportunities relating to emerging trends across a range of sectors, so it’s a fairly well-rounded service.
It’s not my top recommendation, but it is a legitimate service and it could be worth checking out if you’re looking for a high value service. Especially if you’re looking for a relatively low-cost advisory service that’s focussed on the natural resources sector.
Read on for the full review.
Strategic Investor Review
The main thing that prompted me to look at Strategic Investor was a presentation I recently stumbled across that was centered around “Warren Buffet’s #1 private investment.”
During the presentation, David Forest stated that the “the sexiest, fastest moving” opportunity for making “big, fast gains” is stock warrants.
He went on to say that Warren Buffet used stock warrants to make $12 billion in one day, and that now, thanks to SEC Rule 30.52, Main Street Americans can take advantage.
It was all very exciting and more or less drove home the idea that investing in warrants are a potentially low-cost, fast method of making large gains.
Admittedly, I was a little skeptical.
Because the whole thing sounded like a way to get rich quick, and I’ve been burned by services promising this many times. So I spent some time learning about warrants and how they work, as well as looking into some of his claims, to see if there was any merit to it.
And what I found was that, despite the hype, what he was saying was true.
- Warren Buffet really did make $12 billion in one day when he exercised his Bank of America warrants in 2017. Although he obtained them in 2011 (so it was more like a six year trade).
- Stock warrants typically do cost less than regular shares, and they can (potentially) provide larger gains, in less time, than regular shares.
What’s the catch?
The main issue (which I personally don’t think was emphasized enough in the presentation) is that stock warrants can be very risky. Mostly because they offer a form of leverage over regular shares, that can increase both your upside potential and downside risk.
To learn more, see this article I wrote about Dave Forest’s Warrants Master Course. In it, I go into more detail about warrants and how they work, and share my thoughts on Dave’s course.
Anyway, Dave wraps up the presentation by explaining that, to learn how he finds and invests in warrants, and to see his top warrant recommendation, you need to join Strategic Investor.
So let’s take a closer look at what’s involved with this service.
What Is Strategic Investor?
Strategic Investor is a stock advisory service headed up by Dave Forest of Casey Research that provides subscribers with monthly stock recommendations and investing insights.
The service is mostly focussed on commodities and recommendations relating to natural resources, but David is known for recommending opportunities within a broad range of sectors, and for sharing his predictions related to emerging trends.
According to the Casey Research website, Dave aims to give subscribers the heads up about the next big trends “two to six quarters ahead of the mainstream media.”
No one can predict the future, but getting the inside scoop on major trends before the masses is something most investors can benefit from. So this caught my attention.
What trends has Dave uncovered?
Dave says he successfully called “the renter trend, the legal marijuana boom, and the blockchain explosion.” All of which have been, and in some cases still are, major trends.
What about his Strategic Investor stock picks?
From what I can see, Dave has made some worthwhile predictions as part of his Strategic Investor service. Most of them appear to be commodity related, but not all.
For example, in 2020, David was part of a presentation titled “The #1 Copper Investment In America” where he appears to have been pitching a company called EMX Royalty Corporation (EMX). Which is up quite a bit as of writing.
Also, earlier this year, he ran a presentation about the “5G Master Key” which appears to have been centered around a company called Gilat Satellite Networks (GILT). This did seem to shoot up at one point, but as of writing it’s not doing so well. Early days though, I guess.
Another one of Dave’s recommendations has to do with warrants. Which he says are up as much as 3,194%, although he doesn’t specify whether these were recommended to subscribers of Strategic Investor or another service he runs called International Speculator.
Either way, there doesn’t seem to be tons of examples of Dave’s winning predictions, at least when it comes to Strategic Investor.
But to be fair, he did only become the lead editor of Strategic Investor in 2020. Prior to that, E.B. Tucker was the lead editor, a well-known gold and gold mining investor.
In any case, the Strategic Investor service is a comprehensive newsletter service that provides insight and recommendations aimed at helping subscribers succeed in any market.
As I said, it’s mostly focussed on commodities. So it’s best suited to those interested in the natural resources sector, precious metals and mining.
But Dave also shares opportunities related to emerging trends, and he keeps a close eye on opportunities associated with technologies like 5G and batteries for electric vehicles.
And rather than just recommending the same tech stocks as everyone else in the tech newsletter space, Dave looks for opportunities beyond the obvious.
For example, companies that mine the raw materials that go into some of these emerging technologies, or those that provide the technology behind some of the most important tech innovations in the world.
And depending on which page you join through, Dave also provides training and recommendations related to warrant investing, which is not limited to any one sector, it’s a strategy all of its own.
What Do You Get If You Join?
The main thing you get with a subscription to Strategic Investor are the monthly issues, which detail a new stock recommendation from Dave Forest and provide you with comprehensive insights about what he’s recommending and why.
You also get access to the model portfolio, which shows you exactly which stocks Dave is currently recommending, and when he recommended them. As well as regular updates to keep you informed about what’s going on with Dave’s recommendations.
And depending on which page you join through on the Casey Research website, Dave also offers some bonuses.
For example, if you join through the “warrant” promo, you get the following:
- Dave’s 5-video Warrants Master Course (video training)
- The Warrant Play Set to Triple Or More (report)
- The 2021 Gold Spike Action Plan (report)
- The 3-Volume “Strategic Profits Library” (three report bundle outlining four tech-related stock recommendations and the details on each)
However, if you join directly through the Casey Research website, you get the following bonus reports instead, which have nothing to do with warrants:
- The New Metals Manifesto: How to Profit from America’s Third Power Shift
- The Gold Investor’s Guide
- Casey Research’s Survival Handbook
Either way, the core service is the same (monthly newsletter, model portfolio etc). The only difference is what comes bundled with it and the price you pay.
How Much Does It Cost?
The cost of joining Strategic Investor is $199 per year.
However, just as with the bonuses, it does depend on which page you join through.
If you join through the warrant presentation, the cost of joining is only $49. But if you join directly through the Casey Research website, you pay the retail price of $199.
Either way, I still think it’s a reasonably priced service, and Casey Research does provide a 90 day guarantee. Which isn’t the same as a refund, because you can’t get your money back.
But if you’re not happy with the service within the first 90 days, you can request a credit which can be used to join another service they run.
That said, the only other service David Forest runs on the Casey Research website, from what I can see, is called International Speculator. Which costs $3,500 to join.
So if you’re not happy with Strategic Investor, and you’ve requested a refund, your next best option might be to join The Casey Report which costs $199.
Who Is David Forest?
David Forest, often referred to as Dave, is the lead editor of Strategic Investor and International Speculator, which are services published by Casey Research.
Prior to joining Casey Research in 2004, Dave was a geologist who worked in the mining and petroleum industry over the course of two decades.
According to his bio on the Casey Research website, he founded his own mineral exploration and development companies and was able to raise over $80 million as part of that.
His experience then led him to developing a large gold deposit in Columbia, and exploring and reviewing natural resource projects all over the globe including Brazil, China, Indonesia and many other parts of Asia and Latin America.
Safe to say, he’s well travelled.
And his “boots on the ground” approach, coupled with his experience and connections in the natural resources space, could prove beneficial to subscribers.
What Is Casey Research?
Casey Research is a popular financial publishing company that was founded by Doug Casey in 2003. Doug is known for sharing controversial insights into the world of investing, politics and economics, and is the lead editor of Casey Research’s flagship service – The Casey Report.
Doug has also made some remarkable predictions in his time.
For example, he:
- Warned readers about a credit and housing bubble in 2006 (two years before the Great Financial Crisis of 2008)
- Recommended gold when it was $270 per ounce
- Recommended uranium when it was $10/lb
So Doug is known for his precious metals and commodities research, as well as his insights into the current economic and political landscape. And this seems to set the tone for much of the research and recommendations provided by Casey Research.
Aside from Dave’s services, Casey Research publishes some other well-known services including Nick Giambruno’s Crisis Investing and John Pangere’s Strategic Trader.
The company also provides a free daily email newsletter called the Casey Daily Dispatch which provides insights on the economy and financial markets.
Which may be a great place to get started if you’re not ready to join one of their paid services, because it gives you a good idea as to the types of insights they provide.
All in all, Strategic Investor is a comprehensive service that may be worth checking out, especially if you’re interested in investing in the natural resources sector.
As a subscriber, you get everything you need to benefit from Dave Forest’s insight and recommendations. Including his research, reports and stock picks.
How much money could you make?
Nobody can answer this truthfully, because nobody can predict the future. You could signup and make lots of money, or you could end up losing money.
That’s just the nature of investing, it’s risky. Either way, I think as long as you understand the risks involved, and don’t rush in expecting to get rich overnight, this could be a great way to learn from Dave and benefit from his years of experience.