Volatility Rocks All Boats
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.
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.
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,
There are good AI stocks and there are not-so-good AI stocks: some are overvalued and some are growing revenue and earnings while creating lasting innovations. It is a stock market where both things can be true.
Our top three Best Buys this month include a new entry – a Japanese conglomerate whose secret sauce is getting access to super-low-cost capital that it then generates 15% returns on.
We are recommending investors sell their position in offshore driller Sable Offshore (NYSE: SOC), which we recommended in December 2024 as part of the “Trump’s Secret Stocks” basket in The Big Secret On Wall Street portfolio.
Shares of liquefied natural gas (“LNG”) exporter Venture Global (NYSE: VG), which we recommended in The Big Secret On Wall Street, fell 20% today on an adverse ruling in its arbitration case against oil giant BP. The case deals with LNG supply contracts between the two companies during 2022, when LNG prices shot up following
A global version of Berkshire Hathaway, this Japanese firm doesn’t merely own a collection of great businesses, it controls entire industries, but never directly.
Despite years of steady growth, investors have abandoned the stock featured this month because they believe the business is fading – it is being viewed almost like an Old Economy company, even though it is actually a technological pioneer. This company is poised to flip the narrative, sending the stock higher as investors realize it is an AI winner.
We recommend investors sell their position in the Saba Capital Income & Opportunities Fund (NYSE: BRW), to realize a gain of 29% since we first reported on it in 2023.