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About our Editor

Taesik Yoon is the editor of the Forbes Special Situation Survey and Forbes Investor investment newsletters published by the Forbes Investors Advisory Institute Division of Forbes Media LLC. He also manages an investment blog on Forbes.com, through which he provides additional commentary and insight on the equity markets and individual stock positions.


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Special Situation Survey

Started by Malcolm Forbes in 1954, the Forbes Special Situation Survey is one of the oldest continuously published investment newsletters on the market. Each month, our subscribers receive a 10-page research report recommending just one undervalued stock that our analysts believe holds the promise for significant capital appreciation over the next 18 to 24 months. Our recommendations are based on thorough fundamental research. We rely primarily on a discounted cash flow methodology using conservative assumptions about future growth and profitability. In addition to the monthly recommendations, our subscribers receive periodic follow-up reviews stating our current opinion of the stock. Most importantly, we notify subscribers when it is time to sell.

At any one time, there are typically 10-20 stocks on our recommended list. This concentrated investment approach has proven extremely profitable. According to the independent investment newsletter rating service Hulbert Financial Digest, the Special Situation Survey is ranked #1 (out of 112 tracked) over the ten year period ending December 31, 2012 with an average annual portfolio return of 17.7%. The comparable return on the S&P 500 Index during the same period was just 5.0%.   Read More...

Subscribe now to take advantage of Special Situations.

The Forbes/CFA Institute Investment Course: Timeless Principles for Building Wealth

The Forbes/CFA Institute Investment Course: Timeless Principles for Building WealthThe Forbes/CFA Institute Investment Course provides a capable, commonsense approach to investing for both the novice and the experienced investor. Order today from Amazon.com.

Recent Close Outs

The stocks listed below were previously recommended and recently closed out by the analysts at the Forbes Special Situation Survey:

1-Year Performance: 
up 11.6% as of 5/29/2015
3-Year Performance: 
up 88.5% as of 5/29/2015
5-Year Performance: 
up 108.3% as of 5/29/2015
10-Year Performance: 
up 362.2% as of 5/29/2015 _____________________
SpartNash Company (SPTN): 
up 56.0% in 11 months
MYR Group (MYRG): 
up 44% in 20 months
Hanger (HGR): 
down 19% in 9 months
Rock-Tenn Company (RKT): 
up 37% in 15 months
Qualcomm (QCOM): 
up 13% in 24 months
Iridium Communications (IRDM): 
up 45% in 22 months
Teva Pharmaceuticals (TEVA): 
up 44% in 16 months
Spirit AeroSystems (SPR): 
up 112% in 18 months
Rent-A-Center (RCII): 
down 26% in 26 months
The J.M. Smucker Company (SJM): 
up 21% in 21 months
Medtronic (MDT): 
up 59% in two years
Spansion (CODE): 
up 84% in 8 months
Big Lots (BIG): 
up 41% in 5 weeks
ARRIS Group (ARRS): 
up 95% in 8 months
Crocs (CROX): 
up 8% in 11 months
Avago Corporation (AVGO): 
up 44% in 14 months


"I have been a subscriber for many years because I find that the Special Situation Survey recommendations have been very profitable for me."

-George B., RI

"If you want to find 'profitable' stocks to buy and do not have the time or expertise to do your own research, this is the service for you. It not only recommends which stocks to buy but also suggests when it's time to sell and move on to another investment!"

-Robert B., UT

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