Portfolio Update

An update following yesterday’s new trades… and an announcement regarding a new service for to speed up communication among members.

In this month’s issue, we continue the exploration of Medicine 3.0, the next-generation of cutting-edge practices that patients need to adopt if we wish to maximize our healthspan as well as our lifespan. By being proactive, informed, and by taking concrete action, Erez Kalir writes, we can add both years to our lives, and life to our years.

Today, we provide new trade alerts to be considered for the live tracking portfolio – as well as market analysis and the rationale for each trade. We also provide a summary of recent trading activity and updates on any significant developments among the companies we have positions in.

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.