Porter & Co., Author at Porter & Co.

The Unbearable Burden Of Tariffs

Posted onMonday, October 20, 2025Monday, October 20, 2025AuthorPorter & Co.

The real damage that tariffs cause is not just the destabilization of stock markets. It is the real burden it will place on businesses and ultimately consumers.

Trade Alert: New Covered-Call Trades

Posted onMonday, October 20, 2025Monday, October 20, 2025AuthorPorter & Co.

We are recommending two new covered-call trades on shares of Embraer (NYSE: ERJ) and Philip Morris International (NYSE: PM).

The Trump Tariff Playbook

Posted onSunday, October 19, 2025Friday, October 17, 2025AuthorPorter & Co.

Every week, the team at Porter & Co.’s Sunday Investment Chronicles pores over thousands (and thousands) of articles, reports, social media posts, analyses, regulatory filings, and anything else we can get our hands (and eyes) on to understand what’s happening in the world of investing and finance – and to uncover the most original, compelling, and double-head-fake ideas…

Finding Value On The Munger Screen

Posted onSaturday, October 18, 2025Monday, October 20, 2025AuthorPorter & Co.

In this issue of Saturday Stock Screen… we share the process of how we sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in The Big Secret On Wall Street portfolio.

War, What Is It Good For?

Posted onFriday, October 17, 2025Friday, October 17, 2025AuthorPorter & Co.

As the impact of higher inflation, slow economic growth, and a collapse in GDP becomes apparent, a scapegoat will be found. Porter tells the story of Jenkin’s ear. When the elites’ financial dominance is threatened, they find an ear. And they cut it off.

Trading Club Portfolio Update – Week 20

Posted onFriday, October 17, 2025Friday, October 17, 2025AuthorPorter & Co.

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.

October 2025 Best Buys

Posted onThursday, October 16, 2025Thursday, October 16, 2025AuthorPorter & Co.

Our top three Best Buys this month include a new entry – a Japanese conglomerate whose secret sauce is getting access to super-low-cost capital that it then generates 15% returns on.

Sell Alert: Cerence AI’s 1.5% Convertible Bond

Posted onThursday, October 16, 2025Thursday, October 16, 2025AuthorPorter & Co.

In the Distressed Investing April 10 report, “Car Talk,” we recommended buying Cerence AI’s 1.5% convertible bond maturing July 1, 2028. Today, we recommend selling the bond. At the time of the recommendation, the bond was priced at $692, which equated to annual yield of 13.6%. We indicated that we thought it extremely unlikely that

Blockchain Blue Chips

Posted onWednesday, October 15, 2025Wednesday, October 15, 2025AuthorPorter & Co.

Tech Frontiers editor Erez Kalir makes the case for owning Ethereum and for having your own portfolio of Blockchain Blue Chips. For investors building a Forever Portfolio, Ethereum isn’t an optional speculation but instead a core “must own.”

The Magic Pill

Posted onWednesday, October 15, 2025Wednesday, October 15, 2025AuthorPorter & Co.

Weight-loss drugs are not this company’s only game. It also had positive trial results on other medications, but GLP-1s continue to be the biggest focus area for investors. And its revenue growth from expanding future pipelines should only expand from here.