When Bad Things Happen To Good Businesses… Buy

Despite the risks and volatility in the U.S. stock market, there are many bargains emerging – if you know where to look. In this issue, we’re providing updates for six stocks in the portfolio that each trade at highly attractive valuations – and are being overlooked by Wall Street.

Fund Manager Follies

Mutual fund cash levels have historically been one of the best contrarian indicators of where the market is headed… one that’s still well worth tracking today. And right now, asset managers are holding their lowest levels of cash in history – meaning they think the market is headed higher.

Shares Of This LNG Exporter Hit Value Territory

Shares of liquefied natural gas (“LNG”) exporter Venture Global (NYSE: VG) have dropped by 30% from $15 – when we put the company on our Watchlist in our February 13 issue – to just under $11 today. Given this significant price decline, and the readjustment of investor expectations for the company, we’re adding the shares

Smoke-Free And Smoking Hot

The company we are recommending is the world’s second-largest company in its category. Yet despite generating 90% of the free cash flow as its top competitor, this company trades around half of what that number-one brand trades for. We believe this valuation gap will narrow significantly in the years ahead.

How Porter’s Permanent Portfolio Is Working Out

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.