Best Buys

This is often how it goes: when investors are laser-focused on a company performing one way, even a small deviation from expectations can trigger panic. But when the underlying analysis suggests that once emotions cooled and the data is reviewed objectively, investor nerves will settle. That’s the story Porter tells today.

Our top three Best Buys this month include one of Porter’s favorite all-time companies, whose shares have fallen recently because of production costs. Plus an energy drink that is poised to soar.

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.