Why Subscribe
A diversified investment approach can reduce investment risk, but it can also limit potential profits. When following a more concentrated strategy, investors must exercise more care. They must pay close attention to each of their holdings, and they must purchase only those stocks that are selling for less than they are worth. But doing all this takes a lot of time and a high level of expertise. That’s where our analysts come in. They have tremendous experience finding undervalued stocks and have attained the highest credentials in the business (see About Us). Indeed, the Forbes Special Situation Survey is the only investment newsletter on the market that can boast a more than 50 year record of success with this one stock a month approach to investing.
This is a strictly limited membership newsletter whose recommendations are presented in a report to subscribers with the type of detailed analysis that a major institutional investor would demand.
Here are some examples of results that have been achieved:
- Western Digital Corp. When this maker of hard drives for computers, storage systems, and consumer electronic products caught our attention, the stock was down about 20% over the prior four months. But we were impressed with the way the company was reinventing itself. Just a few years earlier, it specialized in making hard drives for desktop computers. But the big money was in non-desktop products. We noticed that the company’s profit margins were rising as it shifted the focus more toward laptop computers, video recorders, gaming consoles, and MP3 music players. For some reason, however, investors were overlooking the tremendous potential for profit growth. Just five months after we issued our recommendation, shares of Western Digital surged 51%.
- Celanese Corp. This stodgy old company that had been making chemical products for more than 90 years when it was purchased by the Blackstone Group, one of the most aggressive private equity firms in America. Blackstone took it public a short time later. Almost two years after that, Celanese crossed our radar screen. Investors were avoiding the stock because of rising commodity prices and the company’s heavy debt load. But we noticed that revenues and profits were rising. Celanese had enough cash flow to service the debt and it was successfully pushing through price increases. Just four months after our recommendation, the stock was 54% higher.
- Safeway. Who would expect strong capital gains from a grocery store? We would. As one of the nation’s largest supermarket chains, Safeway competes against all the well-known players. But the grocery store business got shaken up when consumers started demanding organic products. Shoppers shied away from traditional supermarkets and flocked to newer stores like Whole Foods. But Safeway decided to get in on the organic action. It began expanding its offerings of higher-margin groceries. It also began selling gasoline. Just six months after our recommendation, the stock was 48% higher.
Of course, not every recommendation is a winner. But in recent years seven of every ten stocks recommended has been profitable and the independent Hubert Financial Digest that ranks the performance of over 180 newsletters has consistently ranked the Forbes Special Situation Survey among the top performers.
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More Testimonials
Here are what some of our subscribers have had to say about their experiences:
“I purchased my first Special Situation Survey recommendation in September 1978. Since that date I’ve averaged taxable capital gains in my purchases of 17% per year. And the last five years have been just as profitable for me as the first 21 were!”
— Bruce C., PA
“Better than any so-called full service broker. This service advises you not only when to buy, but when to sell, too!”
— Brian N, NY
“Have purchased six stocks so far. Five are up. One down. I’m VERY SATISFIED!”
— Mark W., AZ
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With your exclusive subscription to Forbes Special Situation Survey, you’ll receive:
- A monthly recommendation to invest in an undervalued stock
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- Clear, specific Buy and Sell instructions
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