The Disrupters
Skirting the law for more than five years gave this company a huge advantage, enabling it to gobble up market share, so that now as the dominant player, it can use its size to power long-term growth.
Portfolio Update
The Low Price of High-Yield Bonds
The distressed-bond universe exhibits a rare market condition that in the past has produced an average annual return of 73%. On the face of it, as we discuss in this issue, this condition could prove to be an excellent time to be buying distressed debt.
The 50% Compounder You’ve Never Heard Of
While non-standard insurance policies guard against high-risk events – like Kiss’ Gene Simmons hurting his tongue or Bruce Springsteen losing his voice – this doesn’t necessarily make for a riskier business model as we show with this highly profitable company that is eating up market share.
If Vans Gets Its Groove Back, VFC Shares Will Rise
With the share price down and with a handful of catalysts likely to drive the price higher, we provide an update on V.F. Corporation – and look at three other stocks in the portfolio as well: OneSpan, Orthofix Medical, and Mercury Systems.
Sell Alert: Sell Spirit Airlines 1% Convertible Bond
Non-bank direct lenders, which normally concentrate on small-to-medium enterprises, are now playing in the big leagues. A big question is whether these non-traditional lenders will continue to keep a lid on defaults when the U.S. economy eventually hits a rough patch.
Sell Alert: Sell Office Properties Income Trust 2.40% Bonds
Non-bank direct lenders, which normally concentrate on small-to-medium enterprises, are now playing in the big leagues. A big question is whether these non-traditional lenders will continue to keep a lid on defaults when the U.S. economy eventually hits a rough patch.
A Pile of Cash and Three Paths to Success
The biotech company we recommend in this issue has a solid balance sheet and features more potential catalysts to success than many other biotech opportunities. These characteristics make it particularly well-suited to the investing environment we find ourselves in today.
Don’t Let Stagflation Get You Down
This issue is devoted to an expanded portfolio review – looking at five of our holdings that are finding ways to win in the current stagflationary environment in the U.S. economy.
When One Bank Says No – an Alternative Lender
Non-bank direct lenders, which normally concentrate on small-to-medium enterprises, are now playing in the big leagues. A big question is whether these non-traditional lenders will continue to keep a lid on defaults when the U.S. economy eventually hits a rough patch.
The Big Long
This company is a leading manufacturer of electrical components used in construction and manufacturing – and stands to benefit from the more than $2 trillion of infrastructure funds being poured into projects across the U.S.