Welcome to the Daily Journal Sunday Investment Chronicles: All the insight from the past week that you need to know, in one convenient place… Every Sunday we’ll highlight the most compelling insights from Porter & Co., and we’ll also share the most interesting and valuable research from elsewhere in the worlds of investing, finance, and economics that we come across each week.
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 our Big Secret On Wall Street portfolio.
In time, Porter writes, the most important factor in the economy won’t be the computers or the chips. It will be the power to run them and all of the robots we create. The society that produces the most electricity will win the race.
In this issue, we analyze a company that has the ultimate energy business model. Unlike its peers that are plagued by project delays, this company has brought its first two natural-gas terminals online in record time – allowing it to get to market sooner, for less money, leading to great profits over time.
This nutrition company was the focus of an epic battle of two investment titans. Since that dispute ended, shares have been up and down – now creating an opportunity to buy the company’s bond at a very large discount.
There has never been a more powerful consumer brand that is more beloved than Coke. And it’s been a great investment… $40 invested in 1919 would have turned into more than $600,000 by now. In today’s issue, Porter explains why…
To answer a reader’s question, Porter does some research on Philip Morris International and discovers that the nicotine maker produces a great return on its tangible assets – and manages to buy them with very cheap debt. His conclusion? That’s a great business.
Welcome to the Daily Journal Sunday Investment Chronicles: All the insight from the past week that you need to know, in one convenient place… Every Sunday we’ll highlight the most compelling insights from Porter & Co., and we’ll also share the most interesting and valuable research from elsewhere in the worlds of investing, finance, and economics that we come across each week.
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 our Big Secret on Wall Street portfolio.
Can a company that sells weight-loss drugs and a company that sells chocolate and candy both co-exist and both succeed? In this Daily Journal, we explore how Novo Nordisk and Hershey lose or win in the new world of fat shots.