Hershey is a powerful real-life example of my signature capital efficient investing approach. And it's now approaching an attractive valuation for the first time in years.
On March 3, 2023 we recommended shares of Activision Blizzard, whose on-again, off-again deal prospects with Microsoft have fueled great speculation. This week, a positive development in the negotiations has pushed ATVI shares 10% higher – close to our best-case-scenario projected upside.
Every spring I hear the talking heads in the financial media utter the same phrase... Sell in May and go away! What they’re referring to is an old adage telling investors to sell their stocks ahead of the summer and reinvest in the fall. And it's some of the worst advice ever.
Money managers are seeing technology stocks shoot higher on bets that Artificial Intelligence (AI) is going to change the landscape for every business. They must find the money to invest through the sale of other assets, creating a value opportunity in the discount retail sector.
For the past several months here at Porter & Co., we’ve urged long-term investors to be cautious. We continue to believe a severe economic contraction is approaching. But that doesn't stop us from finding shorter-term bullish opportunities.
Put your emotions in check before you start investing. That way, you’ll hang onto more of your hard-earned money – and have plenty to invest in growing your wealth through future opportunities.
Speculator short positioning in stocks has reached an extreme. They're all piled into the same negative bets. Before long, those same investors will rush for the exit, creating a scramble to buy back stock.
Carl Icahn has generated one of the best long-term investment track records in history, but he has also made a lot of powerful enemies over the years. Now the prominent short-selling firm, Hindenburg, is targeting Icahn and his company. Here's why we are keeping IEP in our model portfolio.
The type of situation we'll introduce today doesn't come around often, but when these opportunities arise... they can make you fortunes, even during bear markets. It is the ultimate safe play for a high-risk market.