Best Buys

While most of the financial world was still talking about “peak oil,” the Gods of Gas knew about massive technological improvements to drilling and fracking and figured, correctly, these innovations would once again make natural gas the world’s most important sources of energy.

Our top three Best Buys this month include a new entry – a Japanese conglomerate whose secret sauce is getting access to super-low-cost capital that it then generates 15% returns on.

Our top Best Buys this month tried direct-to-consumer and sales slumped severely. Today, though, the company is helmed by a new and sensible CEO whose top priority has been getting its product off the internet and back into major retailers, with encouraging results that are reflected in recent earnings.

We have added two new companies to our Best Buys list of stocks that we feel are at a price that investors should seize on now – a pharma company and a tech firm join the cutting-edge tobacco company.

Two of the companies we are including as the 3 “Best Buys” in this issue offer the best defense against a slowing economy. The third is a rapidly expanding business that will soon become the leading exporter of cheap American fossil fuels, and offers an idiosyncratic growth story that should thrive regardless of the macro environment. We recommend investors put these names at the top of their “buy” list.