Each Friday, we provide an update on the current live tracking portfolio (as of Thursday’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.
The company whose bond we recommended in February and whose stock we are recommending in this issue has made a strong turnaround – plus, it has recently made three related purchases that should further help its profits… and share price.
We believe two of the companies we are including as the 3 “Best Buys” in this issue offer the best shelter against a slowing economy. The third is one of the most exciting growth stories we’ve come across in years, and will soon become the leading exporter of cheap American fossil fuels. We recommend investors put these names at the top of their “buy” list.
Few asset classes are more reviled than U.S. Treasuries… and we believe the stage is set for a tremendous contrarian trading opportunity.
Nvidia is changing the world in ways that are very hard to believe. A combination of never-seen-before computing power and never-seen-before annual increases to performance has the impact of delivering decades worth of innovation.
On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts who Porter follows.
Distressed-bond veteran Marty Fridson shares that you can reduce the risk of winding up on the wrong side of a trade by stepping back from the financial minutiae and the technical charts. Start by making certain the company is in a reasonably stable competitive environment.
There’s a big difference between the Middle East and the U.S. when it comes to energy. In America, the government doesn’t own all the oil and gas. It isn’t shared with all of the citizens, like it is in the Mideast. Mineral rights are controlled by private shareholders, shareholders who will become some of the wealthiest people in the world. We look at one example today.