Publications Archives - Porter & Co.

Volatility Rocks All Boats

Posted onThursday, November 6, 2025Thursday, November 6, 2025AuthorPorter & Co.

In this latest update, we provide updates on five stocks – across different sectors of the market – where investors are focusing too much on the short term. All are below their “buy up to” prices.

China’s AI Landlord

Posted onThursday, November 6, 2025Thursday, November 6, 2025AuthorPorter & Co.

China’s artificial intelligence sector is not in a market bubble. In fact, the company Erez Kalir recommends this month trades at a significantly lower valuation than its U.S. peers and is poised to soar going forward.

The Super Gods Of Gas

Posted onWednesday, November 5, 2025Thursday, November 6, 2025AuthorPorter & Co.

While most of the financial world was still talking about “peak oil,” the Gods of Gas knew about massive technological improvements to drilling and fracking and figured, correctly, these innovations would once again make natural gas the world’s most important sources of energy.

Pick A Bond… Any Bond

Posted onMonday, November 3, 2025Monday, November 3, 2025AuthorPorter & Co.

Today, Distressed Investing editor Marty Fridson writes that when a sell-off in distressed debt begins, and sellers vastly outnumber buyers, outstanding opportunities will exist even in bonds that face no serious risk of failing. It can be a ripe time for juicy returns.

A Global Race For Gold Is On

Posted onSunday, November 2, 2025Sunday, November 2, 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…

A Premium Brand That Lost Its Luster

Posted onSaturday, November 1, 2025Friday, October 31, 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.

Do Not Delete… Read Immediately

Posted onFriday, October 31, 2025Friday, October 31, 2025AuthorPorter & Co.

An urgent warning about the ongoing consumer credit implosion, and Porter announces our new “short” portfolio.

Warning Signs: Trading Club Update – Week 22

Posted onFriday, October 31, 2025Friday, October 31, 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.

Sell Alert: QVC 4.375% Bond Maturing September 1, 2028

Posted onFriday, October 31, 2025Friday, October 31, 2025AuthorPorter & Co.

In July, we recommended QVC’s 4.375% bond maturing September 1, 2028, when it was trading for around $430. Today, we are recommending selling the bond. We have noticed a recent turn in the distressed-debt market. Until recently, investors tended to look beyond any hiccups in a company’s performance to focus on the longer-term outlook. In

A Little-Known Way To Earn Double-Digit Stock Returns

Posted onThursday, October 30, 2025Thursday, October 30, 2025AuthorPorter & Co.

The “Top Up” Strategy For Forgotten Stocks An Exclusive Presentation From Distressed Investing Legend Marty Fridson This is Porter & Co.’s The Big Secret On Wall Street, our flagship publication that we publish every Thursday at 4 pm ET. Once a month, we provide to our paid-up subscribers a full report on a stock recommendation,