RJ Hamster
Biggest whale in Digital Currency is buying 2 tonnes…
Tether is the biggest whale in the crypto space. They’re best known for their stablecoin, USDT.
This company has a license to print US dollars – literally. But that’s not all…
The GENIUS Act is like a blessing from the US monetary authorities to continue their little money printing operation for as long as they like. Why?
Because Tether backs its stablecoin with US Treasuries – the same US Treasuries that other governments are dumping in favor of gold.
And what is Tether doing with all the profits they make by earning interest on US Treasuries?
Buying gold. Lots of it. Roughly two tonnes a week!
I recently met with Tether’s head of special projects – the man behind Tether’s new tokenized gold offering…
What he said shocked even me, a 20+ year veteran in the gold markets.
He told me he expects Tether Gold (XAUt) will soon be bigger than Tether’s roughly $200 billion stablecoin.
Just think what that means for the price of gold as Tether continues accumulating two tonnes a week… more than 100 tonnes a year.
There is one time in the historical cycle when you cannot be without gold. That time is here, now.
Regards,
Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
P.S.
I’ve even teamed up with my longtime friend, Porter Stansberry, on this story. Why? Because Porter has been on top of the coming dollar devaluation for over 15 years. He wrote about it in his famous End of America documentary. Porter and I think identically about what’s happening. That’s why Porter’s team put together a special report on the one non-gold asset you MUST have for the coming shift in the world’s monetary system. Go here for details
This Week’s Exclusive News
WD-40 Stock Sank After Earnings—Here Are 5 Reasons Bulls Aren’t Worried
Reported by Thomas Hughes. Posted: 1/12/2026.
Quick Look
- WD-40 is trading near long-term lows, setting for a rebound that can deliver a high-double-digit total return within years.
- Q1 softness is tied to distributor order timing, not end-market weakness, and long-term forecasts were reaffirmed.
- Capital returns underpin the outlook, including the dividend and share buybacks.
WD-40’s (NASDAQ: WDFC) fiscal Q1 2026 earnings report provided a catalyst for a market sell-off.
The decline, however, created a buying opportunity many total-return investors seek.
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Although the stock is down significantly from its highs, it still trades in line with long-term trends, suggesting meaningful upside potential and a healthy dividend.
Even though the Q1 report missed analyst expectations, WD-40’s long-term setup remains intact—and five fundamentals explain why the sell-off may be a buying opportunity.
1. Revenue Growth Is Still Intact
The WD-40 report failed to spark a rally because its growth fell short of expectations.
At $154.4 million, revenue grew less than 1%, driven largely by foreign-exchange translation. On an FX-neutral basis, revenue declined just over 2%, but the internal details are more encouraging. Direct-market sales rose a robust 8%, supported by growth in the Americas and EIMEA regions and by the Specialty Products segment. The weakness appears driven mainly by the timing of distributor-related orders rather than a broad demand collapse.
Management expects indirect-market softness to normalize as the year progresses.
2. Gross Margin Expansion Signals Operating Leverage
Timing-related softness seems to be the primary cause of the disappointing headline numbers, but profitability improved.
Gross margin widened by 140 basis points, positioning the company for earnings strength as revenue leverage returns. The 10% increase in SG&A was tied to non-recurring charges and had little effect on cash flow. Free cash flow margin remained at 17.5%, allowing capital returns—dividends and share repurchases—to continue.
3. WD-40 Reaffirms Fiscal 2026 Guidance and Long-Term Outlook
Despite weak Q1 results, the company reaffirmed its full-year guidance and expects results toward the high end of the range.
For fiscal 2026 the company forecasts revenue growth of 5% to 9%, operating income growth of 5% to 12%, and commensurate earnings growth.
Longer-term, management points to a far bigger runway.
WD-40 says it has penetrated only about 25% of its target market and could potentially expand several-fold over time.
Given that potential, the roughly 34x price multiple the stock traded at in early 2026 may not be excessive. On a fully realized earnings base, the company would trade at a much lower multiple, arguably offering deep value.
4. Dividend Growth and Buybacks Support Total Returns
WDFC’s capital-return program—dividends plus buybacks—remains healthy and supports the stock’s valuation over the long term.
The dividend, yielding slightly more than 2% with the stock near long-term lows, represents roughly 60% of forecasted earnings and has been increased annually for 17 years.
The most recent raise was over 8%, and future increases are expected to track earnings growth.
The company repurchased more than $20 million of stock in fiscal 2025 and plans to accelerate buybacks in 2026.
Q1 repurchases of more than $7.5 million continued that trend and reduced the share count slightly versus the prior year.
5. Institutional Ownership Provides a Stock Price Backstop
Institutional investors own more than 90% of WD-40 and returned to net buying in the back half of 2025 after selling earlier in the year. That shift coincided with the market bottom, suggesting a price floor into early 2026.
The main risk is that the stock could test its long-term moving average near $175, but materially lower lows seem unlikely. The more probable path is that the stock continues to bottom around early-January levels before regaining traction later this year.
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