“Dean of High Yield” Martin Fridson explains the ins and outs of distressed debt – what it is, how and when to buy it, and his top three plays right now – in this in-depth conversation with Porter & Co. CEO Jared Kelly.
This month, Erez Kalir focuses on a company that has developed a drug that promises to be a game-changing therapy for severe pulmonary conditions for which there is currently no treatment.
Our goal with Porter’s Permanent Portfolio is to improve the portfolio’s average returns without increasing its volatility. We’re trying to create a portfolio that can produce returns in the most efficient way possible, with the least amount of volatility. Here is how it’s going.
The company whose shares we recommend in this issue represents a rare asymmetric opportunity in the energy market. The company combines stable cash flows and huge untapped discoveries – yet trades at a beaten-down valuation.
Bond investors can earn even more than stock investors during market panics – while taking far less risk. And we might be close to a market panic…
The company we’re presenting as a High Conviction investment is one of the world’s most well-known and established brands. It was founded in 1894, and has generated double-digit returns for decades. And because of a recent rise in the price of one of its main ingredients, its share price has come down to a level that makes it an attractive buy.
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.
