Our recommendation this month is a company on the vanguard of gene therapy, with several transformative medicines in its pipeline. Best of all, this company trades at a negative enterprise value, making it a compelling value – beyond its scientific promise.
This week we report on a one-time railroad company that has become one of the greatest success stories in American finance – finding capital efficient ways to generate new revenue and maintaining 60% profit margins for decades.
The media likes to guess how the outcome of the U.S. presidential election will play out in the financial markets. Here, Marty Fridson analyzes past distressed-debt data to discover if it actually matters who wins on November 5: Donald Trump or Kamala Harris.
Today we’re discussing how rate cuts and consumer weakness play out in the markets, what might happen, and how to prepare. What follows are hard-earned, actionable insights from Porter Stansberry, based on his 25 years of navigating markets.
Shares of America’s largest insurer soared in August after a strong earnings report, Warren Buffett bought into one Big Secret portfolio company, and a beverage company continues to show promise despite months of struggling to increase sales.
This report highlights the opportunity to invest alongside the world’s most sophisticated investors at a significant discount to the prices they paid – while the company we feature is not yet a household name.
The Wall Street Journal has reported today that Verizon is in advanced talks to buy Frontier Communications (Nasdaq: FYBR) in an all-cash transaction. As a reminder, in a change of control Frontier must pay $1,010 for our 5.875% bonds maturing November 1, 2029. The bonds rose over $80 on the news and are currently trading
Within the junk heap of distressed debt are bonds of companies that turn themselves around and get out of distress. Those bonds re-enter the non-distressed ranks, rewarding holders with big price gains on top of the super-high yields earned along the way.
The share prices of the four businesses we review in this issue got whacked by the overall slowdown in the economy – but except for one that we recommend selling, the long-term outlook for them remains bullish.
This monthly update explains why stocks in the Activist Investor portfolio tend not to follow the wild gyrations of market volatility, while also providing a look at most of the recommendations in the portfolio.