Dan Ferris claims that portfolios could be swept away after the “Everything Bubble” bursts. But is his analysis spot on, or is he off the mark? Check out this Ferris Report review from a real member to find out.
What Is The Ferris Report?
The Ferris Report is an investment newsletter helmed by Dan Ferris and published by Stansberry Research.
Members receive monthly recommendations, bonus reports, market commentary, and other perks. The recommendations focus on stocks and exchange traded funds.
In terms of strategy, Dan’s core focus is helping prepare portfolios in the event that the “Everything Bubble” bursts. He also provides research on navigating what he refers to as a “Dead-Zone”: an extended period of stagnating economic growth.
His recommendations dial in on durable companies that could capitalize on macro and micro trends.
Typical holding periods for positions might be anywhere from years to even decades.
The Ferris Report team could also occasionally recommend inverse ETFs, as well. However, it might be a good idea to consider it a nice bonus and not a fixture of the investment strategy.
Who Is Dan Ferris?
Dan Ferris is an investment analyst who does a great job of cueing members into under-the-radar stock market moves.
And as a value investor, he aims to find “some of the safest and yet most profitable stocks in the market: great businesses trading at steep discounts.”
Over the decades, his cautious approach to finding undervalued stocks with solid upside potential has earned him a loyal following.
He has also made some impressive calls, which have provided his readers the opportunity to capture double and triple-digit winners.
Some of his most notable past picks include:
- Intel (133%)
- Prestige Brands Holdings (406%)
- Latin American Export Bank (133%)
- International Royalty (248%)
While these previous picks are impressive, it’s important to note that these results are not typical, and past performance is not an indicator of future results.
The Dan Ferris Report is a new addition to the Stansberry Research lineup, but he’s been a core member of the team since 2000.
His other newsletter, Extreme Value, has had a strong run since it was launched in 2022.
In fact, Extreme Value has locked in a rock-solid 4.1 rating on Stock Gumshoe.
Keep in mind that this is a third-party site, so I cannot verify the veracity of these ratings. Still, it’s a good sign that Dan Ferris has received such high praise.
There are no reviews for The Ferris Report at the moment, but the service is new, so this makes sense.
In addition to his widely popular newsletters, Dan Ferris also leads the Stansberry Investor Hour podcast.
The Ferris Report Review: What Comes with the Service?
This investment newsletter is packed with valuable research and insights.
Read on for the full scoop.
Annual Subscription to The Ferris Report
Each month, Dan shares his knowledge with the masses through The Ferris Report newsletter. Inside, you’ll hear about his most recent investing insights and where he feels you should be putting your money.
The newsletter provides members with one recommendation that’s heavily vetted by the team. It’s typically a stock or ETF, but inverse ETFs could make an appearance as well.
Something I appreciate is that there’s no deliberate rotation between stock and ETF picks. The team isn’t putting an investment idea on ice to fill a quota.
The Ferris Report also provides much more than the ticker. It offers supporting research market commentary, warnings, and more. The analysis also includes a look into the latest micro and macro trends.
Best of all, you’ve got Stansberry’s longest-tenured analyst helping you through a challenging time for making money on the markets.
The Ferris Report Model Portfolio
Members have access to the model portfolio, where all the service’s open positions are logged. This handy resource shows new picks the moment they’re logged.
Each pick contains:
- The ticker, ref data, and ref price
- Recent and buy-up-to price
- Returns and more
You get a front-row seat to the effectiveness of Dan’s investment strategy. Whether a ticker wins or loses, it’s there for subscribers to see.
Model portfolios are fairly standard in the industry, but The Dan Ferris Report offers some unique features.
By clicking on the ticker, members are welcomed with a stock chart. This screen also offers two options to check the Stansberry Company Score or initial recommendation.
Stansberry Investor Hour
A new episode of Stansberry Investor Hour airs each Monday. In the podcast, Dan Ferris delivers top-tier insights and interviews some of the brightest minds in business, investing, and politics.
Some past guests include:
- Jim Rogers
- T. Boone Pickens
- Dr. Ron Paul
- Glenn Beck
Thanks to the variety of hosts, you’ll get unfiltered feedback from multiple angles on some of the most pressing market issues. It’s up to you where to plug in your hard-earned money and continue building a financial foothold.
Special Alerts and Updates
Big gains and catastrophic tumbles rarely follow a set schedule. Because of this, Dan and his team issue to-the-minute special alerts whenever something’s happening.
Members also receive updates if Dan Ferris spots a market-moving event just around the corner.
Alerts are sent directly to your inbox, which makes checking in on them a breeze.
You can go about your day with confidence knowing that The Ferris Report team is keeping a vigilant eye on the market.
Archives of Special Reports
You don’t just get access to future reports as a member. All of The Ferris Report’s previous articles are available for perusal whenever the mood strikes you.
As he publishes them, the archive will fill up with reports from Dan throughout the year. This is also the place he’ll store special reports that fall within The Ferris Report umbrella.
Because the service is new, the catalog might not be as extensive as other archives. As it grows, the value of this archive will increase tremendously.
The Stansberry Digest
This daily newsletter is delivered to members every weekday after the market closes. It’s a good read for someone interested in daily market commentary with diverse angles.
In addition to Dan’s contributions every Friday, this e-letter also offers insights from some of Stansberry Research’s other analysts.
Since The Ferris Report is a monthly newsletter, The Stansberry Digest could be a solid resource to keep you up to speed with the financial world between issues.
This newsletter does not offer trade ideas, however.
Under the latest deal, new members receive bonus analysis that could help grow and protect portfolios during a “Dead Zone.”
Follow along for a breakdown of each resource.
Avoid at All Costs: These Stocks Will Never Trade This High Again in Your Lifetime
Research reports usually offer additional stock picks or trading education.
But this one is breaking away from the beaten path.
The team has identified 11 stocks that they say could spell bad news for portfolios down the road.
They go as far as calling them “dangerous companies.”
In addition to the warnings about these stocks, the team also delves into some sectors and investment classes that might also be in trouble.
Even if you are starting a portfolio from scratch, this resource could provide valuable info about investments that have the potential to drag portfolios down.
The Best of the Best: The ONLY Stocks That Can Safely 8X Your Money During America’s “Dead-Zone”
Dan drops the details on some of his top stocks for what he refers to as America’s “Dead Zone.”
He also says that they could provide up to 8X potential down the road.
Although these types of stocks have already rocketed up more than 500% in the last few years, Dan Ferris believes they could have plenty of more gas in the tank.
The report reveals everything you need to know about this opportunity, including supporting research, stock symbols, and the buy up to price.
Trade Your Dollars for Potential 1,000% Gains Thanks to Gold and Silver
During times of inflation, many seek precious metals, like gold and silver, as a refuge to protect portfolios.
However, in this case, the team has a rather unconventional play under their sleeves.
This report outlines how to gain exposure to precious metals without heading down to your local bullion dealer and buying in bulk.
It’s a more speculative position than what the team typically recommends. But they believe the upside potential could be immense.
The Recession Haven That Could 7X Your Money in 10 Years
Dan Ferris says that this sector might be one of the most financially stable havens to invest in on the stock market.
In his presentation, he shares some data points about why he’s looking into this class of stocks as a potential safe haven.
For one, they have provided the opportunity for double-digit gains this year while the market dropped 20%.
Also, these types of stocks have outperformed the S&P 500 since 2001 by about 60%.
The World’s Two Most Valuable Assets in a Time of Crisis
Dan and the team have pinpointed two assets that they believe could survive and thrive during a downturn.
Given that this is premium research, they can only provide a few hints as to why they are bullish on these opportunities.
Their first asset has been up 1,700% in the long term and has not had a single down year for decades.
The second on their list has delivered the opportunity for 12% to 14% income for about 30 years.
Considering that Dan Ferris anticipates that America’s stock market “Dead Zone” could last for decades, it makes sense that these assets made the cut.
30-Day Money-Back Guarantee
New memberships to The Ferris Report come with a 30-day money-back guarantee.
This means you can take the service for a test spin for about a month. If you decide it’s not a good match, you can request your money back for the price of the subscription.
Thirty days is the industry standard, so the service lines up with many of its competitors.
Recommendations typically lean into the long term, so this might not be enough time to see a position to its conclusion.
However, it does offer more than enough time to check out the quality of Dan’s analysis (which I find to be pretty exceptional).
You could also pick up some valuable insights in the process.
Dan Ferris Stock Picking Performance
A guru’s ultimately only as good as his stock picks. If they can’t earn you money by calling out good investments, what’s the point in picking up their service?
Let’s take a look at how some of Dan’s recent selections have fared on the market.
VanEck Gold Miners ETF (NYSEARCA: GDX)
Dan first recommended VanEck’s Gold Miners ETF at the tail end of 2022. Predicting that gold would be on the rise, he opted for a fund covering a swath of companies involved in gold mining.
ETFs aren’t typically big movers or shakers, but GDX has done quite well so far this year. That’s despite a two-month downturn from January to March.
At present, GDX is up 17% from its initial buy price, and Dan still has it on his list to purchase. While you ride the wave to the top, don’t forget the $0.48 dividend the ETF regularly pays out to shareholders.
Sturm Ruger & Company Inc (NYSE: RGR)
Another of Dan’s big favorites right now is Sturm Ruger. Founded in 1949, it’s one of the leading producers of American firearms.
I’m not exactly sure of Dan’s fascination with RGR since most of his top tickers involve gold or silver. He’s clearly onto something here, though.
The day after Dan recommended buying RGR stock in late November, it shot up close to $6. Although the stock did drop right at the end of the year, it’s been on a steady rise ever since.
Dan Ferris believes it will continue to rise until about the $64 mark, where his advice is to jump ship. Share prices are up 15% from his buy date, but there’s still plenty of time to get a piece of this pie.
RGR also pays out a healthy $5.42 dividend.
ExxonMobil Corp (NYSE: XOM)
One of Dan’s newest suggestions is oil giant ExxonMobil. He added it to his list at the end of January with a buy recommendation of up to $117.
For the most part, XOM has seen gradual upward momentum this year, climbing from $113.81 to nearly $117 at the end of April. It was only as May reared its head that the stock plummeted to unsavory lows.
XOM has been a great selection up to this point. ExxonMobil has done well the last few years, but it will be interesting to see what Dan does with this ticker moving forward.
The company hands out $0.91 in dividends, so even a setback isn’t all gloom and doom.
Sprott Inc (NYSE: SII)
Looking back a bit further, Dan was all about Sprott stock. This asset manager provides more than a quarter million clients with access to precious metals around the world.
He first called out Sprott in February 2021, right at the start of an upward swing. It jumped through several iterations of ups and downs but even today sits higher than where it was two years ago.
Considering 2022 was a rough year for the stock market as a whole, it’s a surprise to see any stock maintaining course or actually pulling ahead. Folks taking advantage of those spikes could have come out the other side with a few extra bucks in their pocket.
Dan Ferris also enjoyed the royalties that Sprott brings. It was paying out about 3% to faithful shareholders.
The Ferris Report Review: Is Dan Ferris Legit?
Dan Ferris is a legit investment analyst.
As mentioned, he has a solid track record in finding value stocks with plenty of upside potential.
His ability to spot market trends is also another admirable aspect of his analysis.
He accurately warned about the 2008 financial crisis and the small-cap mining collapse in 2011.
Given his penchant for predicting seismic stock market events, many high-profile media figures have sought his insights.
Some include Money with Melissa Francis, The Willis Report on Fox Business News, and The Street with Paul Bagnell on Business News Network.
The Ferris Report: Pros and Cons
The Ferris Report is a solid newsletter, but there are a few downsides to the service.
- Great price with 75% discount
- 30-day money-back window
- Stock and ETF recommendations
- One of Stansberry’s top minds behind the wheel
- No investment community
- Does not cover shorts or options
The Ferris Report Review: Is the Service Right for Me?
The Ferris Report could be a good fit for folks searching for research on stocks and ETFs for the long haul.
The moderate safety rating aims to provide a happy middle ground between risk and reward, so it could synergize well with a range of investing strategies.
Another big draw is the breadth of analysis on offer. Each issue gives a comprehensive look at the recommendation and includes macro stock market analysis. In my experience, this level of detail is quite rare in the industry.
The pricing puts the service in reach of many budgets. Though, mileage might vary.
There’s also a good amount of variety in the picks. Recommendations are meant to encompass a broad range of companies. The team does not recommend shorts. However, they could occasionally add an inverse ETF into the mix.
While this newsletter could appeal to a wide audience, one stock or ETF pick a month is not ideal for day trading.
The Ferris Report: How Much Does It Cost?
Under the latest deal, The Ferris Report costs just $49 for the first year.
This is a 75% markdown of its usual rate of $199 — not too shabby.
The icing on the cake is that there’s no trade-off for opting for the discount. New members receive everything mentioned, including the special reports and 30-day money-back window.
It’s important to note that the $49 rate is an introductory offer. When the subscription renews, it costs the original $199.
While I’d prefer the introductory rate to lock in for the next renewal, the 75% discount on the first year is still an excellent deal, especially considering that the newsletter packs in five research reports.
The Ferris Report Review: Is It Worth It?
The Ferris Report is a great service that’s well worth the price of admission.
For a little over $4 a month, you can tap into analysis from one of Stansberry Research’s brightest minds.
The package is stacked with valuable resources, including five special reports tailored to help weather current market conditions and a potential downturn.
It also comes with a daily newsletter to tide you over until the monthly issue drops.
Plus, it’s all backed by a 30-day money-back window.
All in all, The Ferris Report is a top-notch service that lives up to Dan’s reputation.
I recommend checking it out if you’re in the market for long-term recommendations from a proven analyst.