Our Big Lie
We are in the midst of a currency collapse. An outright default is coming. And, most likely, a civil war. And most people will not see it coming. Here’s what you can do to protect yourself – and your investments.
Porter & Co.
Trading Club Portfolio Update – Week 6
Each Friday, we provide an update on the current live tracking portfolio (as of the previous day’s closing prices), a summary of the last week of trading activity, and updates on any significant developments among the companies we have positions in.
A Fire Sale At QVC
In April, we recommended selling the bonds of this e-commerce business at $878 – which we had recommended buying four months earlier at $840. They have since fallen dramatically. In this report, we are recommending buying them back. And we explain why the price of the bonds has dropped and why we think it will rise again.
Our Top 3 Highest-Conviction Buys
Two of the companies we are including as the 3 “Best Buys” in this issue offer the best defense against a slowing economy. The third is a rapidly expanding business that will soon become the leading exporter of cheap American fossil fuels, and offers an idiosyncratic growth story that should thrive regardless of the macro environment. We recommend investors put these names at the top of their “buy” list.
Trade Alert: Selling Puts on Embraer (NYSE: ERJ)
We’re recommending selling puts on shares of Brazilian aerospace company Embraer (NYSE: ERJ). Embraer is the world’s leading supplier of regional jets, which are 70-seat to 130-seat narrow-body planes, sold to commercial airlines as well as to individuals and corporations. Embraer has dominated the global regional jet market for two decades. The company also has
What’s Next For Burford Capital
The market has so far assigned low odds of this litigation company collecting on a $16 billion judgment, but as we’ll explain today, the odds are stacking up in the company’s favor toward forcing a settlement agreement. The punchline: we believe the company could be on the cusp of a multi-billion-dollar windfall that could send its shares higher by 100% or more.
An Order In The Court
Burford Capital is the world’s largest provider of litigation finance – offering the capital and legal expertise that enable its clients to pursue litigation they might not otherwise be able to pursue. In this report, we explain why a recent legal victory could unleash a windfall of $3 billion, equal to the entire market capitalization of the company.
Revealing Our Top Asymmetric Stock Opportunity
The company we report on today has achieved an incredible 105% average return on invested capital (ROIC) since inception. Even more impressive, the company has had only one losing year over this period – in 2011, when it generated a modest loss of -2% ROIC. It might be one of the most asymmetrical opportunities we have seen in years.