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.

A One-Two Punch To U.S. Stocks

In this issue, we provide updates on several current recommendations in the portfolio that have fallen in value. Some of these are world-class companies that dominate their respective industries. One is not. The distinction provides a good lesson in when to sell and when to hold.

Apple Is Losing Its Luster

Apple is one of the largest companies in the world, with a market capitalization of $3.7 trillion, and the shares up 131,000% since 1997. But over the past three years, revenue has been flat, while share valuations have continued to rise. Trouble ahead for this tech giant?