Porter & Co., Author at Porter & Co.

Not A No Brainer

Posted onWednesday, August 6, 2025Wednesday, August 6, 2025AuthorPorter & Co.

Today Marty Fridson offers a word of caution for investors: The opportunity to purchase closed-end fund shares for less than the value of the assets they represent sounds like free money. But there’s a catch, he says.

The One Big Secret

Posted onMonday, August 4, 2025Monday, August 4, 2025AuthorPorter & Co.

The excerpt below from one of Porter’s classics is about one of the fundamentals of investing at the centerpiece of what we focus on at Porter & Co. Through market cycles, overhyped fads, and speculative trends, his approach to building long-term wealth has remained startlingly consistent.

A $1 Trillion Tailwind For Stocks May Now Be Fading

Posted onSunday, August 3, 2025Friday, August 1, 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…

Hunting For Bargains In An Expensive Market

Posted onSaturday, August 2, 2025Tuesday, September 2, 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.

The AXIS Turnaround

Posted onFriday, August 1, 2025Friday, August 1, 2025AuthorPorter & Co.

In P&C insurance, our average return has been 66% over the last three years, with an average holding period of about 18 months. That’s more than double the S&P 500’s returns over matching periods. And we had no losing positions.

Trading Club Portfolio Update – Week 9

Posted onFriday, August 1, 2025Friday, August 1, 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.

Smoke ’Em If You Got ’Em

Posted onThursday, July 31, 2025Wednesday, August 6, 2025AuthorPorter & Co.

In this week’s issue of The Big Secret On Wall Street, we provide excerpts from recommendations of the three top-performing Best Buys – each company held a position in our Best Buys feature for an extended period, generating returns that outperformed the rest of the portfolio and the overall market, represented by the S&P 500.

Trade Alert: Adjusting Our Embraer Put Position

Posted onThursday, July 31, 2025Thursday, July 31, 2025AuthorPorter & Co.

We’re recommending an additional put sale on shares of Brazilian aircraft maker Embraer (NYSE: ERJ), via the following trade: And in order to free up additional cash to place this trade, we are also recommending the early close of our existing put option in shares of Embraer, via the following trade: Please note: the shares

Simple Things, Done Right, Will Make You Rich

Posted onWednesday, July 30, 2025Wednesday, July 30, 2025AuthorPorter & Co.

This year, says Porter, has been a great opportunity to establish your own “Hershey Retirement Fund,” and I hope you’ve taken advantage of it.

How To Value Bitcoin

Posted onMonday, July 28, 2025Monday, July 28, 2025AuthorPorter & Co.

Porter explains today that Bitcoin’s price and its intrinsic value are understandable (and predictable) using standard economic metrics. And even if you’ve never understood the first thing about the internet or Bitcoin, you can easily understand (and predict) its price.