Protecting Digital Data
This cybersecurity and digital-documents company has been the target of an activist since 2018 – now steady progress is about to show up in the financials and drive shares higher.
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Activist Investing
Maintaining Patience As Volatility Rules
The Activist Investor portfolio continues to ride the waves of volatility. This update reports on those up and down movements and on some exciting things that have happened across all our stocks.
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Two Brothers, One Multibillion-Dollar Shoe
While this company may not be familiar to many people, its iconic brands certainly are. But because of corporate missteps, the owner of these gear and apparel makers has hit hard times — which we now see as an opportunity
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Action to Take: Buy Shares of MRCY
Action to Take: Buy Shares of Mercury Systems (MRCY) On February 6, after the market closed, Mercury Systems (Nasdaq: MRCY) reported earnings for its second quarter 2024 fiscal year – for the period ending December 2023. As is often the case with companies in a turnaround mode, the results were not good. In fact, company
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Action to Take: Sell Catalent at a Profit
On February 5, drug manufacturer Catalent (NYSE: CTLT) announced it would sell itself to Novo Nordisk (NYSE: NVO) for $63.50 per share in cash – about $11.5 billion in total. This share price is a 17% premium to the prior closing price of $54.51 on Friday, February 2, and an increase of 40% since we
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This Is Spinal Tap
In this issue, we focus on a medical-device company that specializes in both orthopedic and spinal products used by doctors and surgeons across the globe. A mismanaged merger and other changes in strategy have sent the stock to record lows. Now, with an activist investor involved, we see good things happening for this company.
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Guns, Wars, and Drugs – a Portfolio Update
Since launching Porter & Co. Activist Investor, we have made three recommendations. This report provides a quick summary and important updates on all three companies.
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An Under-the-Radar Defense Giant Set to Soar Higher
War is a growth industry in today’s world – in Ukraine, the Middle East, and many other fronts. The company we recommend in this issue is a key player in supplying defense technology including drones, fighter jets, and light tactical vehicles.
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Six corporate “spinoff” opportunities to consider now (from Barron’s on April 12)…
Barron’s reached out to Jim Osman, founder of research firm the Edge, which identifies opportunities in special situations, including spinoffs, mergers, management changes, and shareholder activism. Spinoffs, in particular, have been fertile ground in the past. Osman has been tracking them for 20-plus years and found that companies involved in spinoffs beat the market in
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