Portfolio Update

The bankruptcy court’s decision in an ongoing case that Marty Fridson reports on this month may provide some guidance on what to expect if a similar situation arises in distressed bonds in the future. Keeping on top of these developments is an important part of the task of identifying the best opportunities in distressed securities.

While we don’t often recommend shorting stocks, there are opportunities when the odds are in your favor. In this issue, we launch a new Complete Investor feature: a special Short portfolio, with four stocks to short now.

Given the Thanksgiving holiday this week, we’re providing a shorter update, focused on the latest portfolio changes following last week’s options expiration.

In this issue, we cover the latest indicators pointing towards the growing possibility for a bear market. We also cover the upcoming options expirations set to take place after the close of trading today.

This coming January will mark two years since we launched Tech Frontiers and its predecessor, Biotech Frontiers. During that time, we’ve compiled an extraordinary track record: Eight of our recommendations have appreciated over 100% and many others have appreciated at least 50%. In the meantime, in our biotech portfolio, we encountered only two meaningful losers