July 2025 Best Buys

Playing Defense And Offense

Two Recession-Proof Stocks And One Growth Juggernaut

This is Porter & Co.’s “Best Buys,” which we publish monthly as part of The Big Secret On Wall Street. We produce The Big Secret every Thursday at 4 pm ET. Once a month, we provide our paid-up subscribers a full report on a stock recommendation, and also a monthly extensive review of the current portfolio… You can go here to see the full portfolio of The Big Secret… and here to see past “Best Buys.” If you’re not yet a subscriber to The Big Secret, to access the full paid issue, the portfolio, “Best Buys,” and all of our insights and recommendations, please click here.

The Big Secret On Wall Street – our flagship publication – focuses on capital efficient stocks. The core investing thesis our team of analysts follows is finding world-class businesses that prioritize returning significant cash to shareholders. In our view, this is the simplest and surest path to permanent wealth.

We are opportunistic in the types of capital efficient businesses we recommend. Some are long-term investments that we suggest buying and holding forever… we call these “forever stocks.” Others may be shorter-term plays in massive long-term trends like energy and commodities or tech stocks. We find ideas across all sectors of the market, and we are always on the lookout for a chance to buy great companies at the right price. 

There are 46 recommended investments in The Big Secret portfolio – and we only keep positions open that we truly believe represent good places to put your money. However, some stocks we’ve recommended provide better buying opportunities at the moment than others – some share prices have risen above our buy-up-to price, others might not have a catalyst that will drive its share price higher, still others are likely to be hit by macroeconomic trends that will hinder share-price growth over the near term. 

To highlight those companies we feel are currently great buying opportunities, we created a feature we call “Best Buys” – shining the spotlight on three stocks in the portfolio that subscribers should consider investing in right now.

Since we began compiling and tracking the performance of the “Best Buys” in February 2023, the companies on the list have generated a 32.3% return, while the overall market, measured with the S&P 500, has produced a 26.7% return. 

Two of our current “Best Buys” are companies that we believe should prove resilient against an impending economic downturn. One of these companies sells a highly addictive consumer staple that buyers will continue paying up for, regardless of whether the economy goes boom or bust. The other offers exposure to the world’s most enduring safe haven asset – gold – which we believe will appreciate in value as global governments continue printing and recklessly spending money. 

But we lead off with one of the most exciting growth stories we’ve uncovered since launching The Big Secret On Wall Street three years ago. This company has developed an entirely new method for exporting America’s vast supply of fossil fuel that’s cheaper and faster than the competition. Within just a few years of starting operations, this company is on track to dominate the industry and emerge as America’s largest exporter of a critical global fuel that will be in demand for decades to come. 

To get access to these and all past and future “Best Buy” recommendations go here or call Lance James, our Director of Customer Care, at 888-610-8895 or internationally at +1 443-815-4447.