Beauty Is Way More than Skin Deep
In this issue, we introduce the ultimate recession-proof “forever” stock. Its dominant competitive position and world-class capital efficiency set the stage for 15% annual returns over the next decade.
Read More …
Publications
Bandwidth vs. Bankruptcy
In this issue, we are recommending the bonds of a company that is bringing speed-of-light internet connections to much of America. If it does nothing more than avoid default, the bond will return 12% per year for the next six years.
Read More …
Inflation’s About to Rise Again… But Don’t Panic
Inflation headwinds could increase as we head into the end of the year, weighing on investor sentiment. But the price growth picture could turn the corner in the early part of 2024, improving the outlook for stocks and bonds…
Read More …
Special Briefing from Porter: Hershey Update
Hershey is a powerful real-life example of my signature capital efficient investing approach. And it’s now approaching an attractive valuation for the first time in years.
Read More …
Market Insider Video: How to Take Advantage of the Slowdown in Hiring
In today’s Wealth Signals video, senior analyst Scott Garliss discusses how recent employment numbers create investment opportunities in today’s stock and bond markets. He’ll show you
Read More …
The “Ultimate Forever Stock” Gets A Genius Upgrade
In this issue, we’re introducing a business poised to reap a windfall by unleashing the next agricultural revolution: the rise of autonomous, precision farming.
Read More …
Wall Street’s Worried About Rising Yields (But We’re Not)
We understand why momentum investors are shorting bonds, but we don’t necessarily agree with their take. The Federal Reserve must be overly cautious, telegraphing that interest rates may have further to rise. But we believe the rate hike cycle is close to finished, if not already done. In July 1974, Federal Reserve Chairman Arthur Burns
Read More …
Bond Market Stress Declines… For Now
Bank loans are becoming harder to obtain. Meanwhile, credit ratings on corporate bond issuers are improving. The freight train represented by credit tightening is hurtling down the track, but it hasn’t arrived at the station yet.
Read More …
Dollar General Covered Call Update
On July 13, we recommended that subscribers sell the Dollar General (DG) August 18, 2023, expiration $170 calls (ticker: DG230818C00170000) at $4 or better, against our long recommendation in the common stock. The share price closed at $162.99 on August 18 (Friday). That’s below the $170 strike price – which means that the call option we recommended selling expired
Read More …
Exclusive Excerpt: Special Situations in Stocks and Bonds
In this exclusive excerpt from his seminal work on special situations investing, author and trader Maurece Schiller shows how to profit from companies undergoing a reorganization, merger, acquisition, spinoff or corporate misstep. First chapter reproduced by publishers’ permission.
Read More …
