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About Complete Investor

The Real Secret To Long-Term Wealth

By putting all of our investment recommendations and strategies into a single product, with complete do-it-for-you portfolios like Porter’s Permanent Portfolio, and adding a lively Roundtable discussion each month, this single membership is truly everything you need to be a complete investor.

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About Distressed Investing

The Secret To Investing In Distressed Debt

As the corporate debt bubble unwinds, we have partnered with legendary financial author and credit analyst Martin Fridson to take advantage of “the greatest legal transfer of wealth in history.” Martin releases monthly distressed debt and equity recommendations, for Partners only.

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About Biotechnology

A Once-In-A-Generation Moment For Tech Investors

We’re at a tipping point with emerging technology, witnessing changes that were unimaginable just years ago. Living in the San Francisco Bay Area — the tech capital of the world — Tech Frontiers senior analyst Erez Kalir has his finger on the pulse of advancements in artificial intelligence, blockchain, computing, and biosciences.

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About The Trading Club

Harnessing The Power of Non‑Correlated Return Streams

A trading service unlike anything we’ve ever done before. We funded a live account with $100,000 of our own money and execute behind our highest-conviction trading ideas. And you can follow along with every step of the way. Get access to trades built around the best independent research from our team.

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About Porter & Co. Best Buys

The New Porter & Co. Best Buys

Every month, we send you the three best investment ideas from across the Porter & Co. universe. and check in with all of our analysts to select three current recommendations that are at a very attractive buy price. These become our Best Buys.

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About Us

Marty Fridson’s Stock-Picking Formula

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In today’s Sunday Screener, we are following Distressed Investing editor Marty Fridson’s proprietary method for picking stocks that outperform the market.

An important tool in our analytical toolbox at Porter & Co. is our stock screens, in which we apply a list of criteria – relating to different financial, accounting, and performance parameters – to sift through the 3,000+ publicly traded stocks on U.S. markets. That’s how we’re able to identify the tiny fraction of the universe of U.S.-listed stocks that offer the best opportunities for making money.

In today's Sunday Selection, we report on the company behind nearly every building, bridge, and machine around you – its software is where the built world is designed, and right now it's trading at the cheapest multiple in years.

Most people know Marty Fridson as the distressed-bond expert. He’s regarded by Investor’s Digest as “the most well-known figure in the high-yield world.”

But Marty’s investment prowess doesn’t stop at bonds. He also is a fantastic stock picker, as evidenced by the performance of the companies whose shares Marty has recommended in Distressed Investing.

“Marty Fridson’s Stock Screen” is based on Marty’s extremely effective method for picking outperforming stocks.

In 2023, Marty published The Little Book Of Picking Top Stocks, in which he focuses on analyzing the best-performing stocks in the S&P 500 in prior years, and on the factors that led to their market-beating returns.

To see the criteria used to create “Marty Fridson’s Stock Screen,” go here.

As of the close of trading on Wednesday, June 17, the following seven stocks met these criteria:

Highs And Lows

Each week, we also monitor any stocks in the market making 52-week highs. We do this because any stock on its way to generating 2x, 3x, or 10x returns will spend a lot of time making new 52-week highs along the way. Thus, the 52-week-high list provides an opportunity to flag these potential high performers before they really break out, with a particular emphasis on lower-profile, less widely-followed stocks that might have otherwise gone unnoticed.

Notable stocks making a 52-week high this week:

  • Micron Technology (MU)

  • JPMorgan Chase (JPM)

  • Intel (INTC)

  • Applied Materials (AMAT)

  • Lam Research (LRCX)

  • Caterpillar (CAT)

  • Arm Holdings (ARM)

  • Bank of America (BAC)

  • GE Aerospace (GE)

  • Morgan Stanley (MS)

  • KLA (KLAC)

  • Goldman Sachs (GS)

  • Sandisk (SNDK)

  • Marvell Technology (MRVL)

  • Citigroup (C)

  • Linde (LIN)

  • Analog Devices (ADI)

  • Amphenol (APH)

  • Interactive Brokers Group (IBKR)

  • Marriott International (MAR)

  • Cummins (CMI)

We also monitor stocks on the 52-week-low list. In many cases, the names on this list are there for good reason – the market is often correctly pricing in weak fundamentals. However, once in a while, a great business with excellent long-term prospects finds itself on this list due to a temporary setback. This can create the rare opportunity to buy top-shelf merchandise at bargain-basement prices.

Notable stocks making a 52-week low last week:

  • AT&T (T)

  • Intuitive Surgical (ISRG)

  • Salesforce (CRM)

  • PDD (PDD)

  • Sanofi (SNY)

  • CME Group (CME)

  • Comcast (CMCSA)

  • Accenture (ACN)

  • Adobe (ADBE)

  • Intercontinental Exchange (ICE)

  • Intuit (INTU)

  • Boston Scientific (BSX)

  • Autodesk (ADSK)

  • Alnylam Pharmaceuticals (ALNY)

  • Kroger (KR)

  • Thomson Reuters (TRI)

  • Trip.com (TCOM)

  • VICI Properties (VICI)

  • Copart (CPRT)

  • Fiserv (FISV)

  • Veeva Systems (VEEV)

  • Rollins (ROL)

FOR PARTNERS ONLY

The Blueprint Monopoly At A Markdown Price

Today's Sunday Selection comes off the 52-week-low list – with a telling signal: insiders are buying.

This industrial-design company is on track for Lindy status, consistently doing business for nearly 50 years. The designs of a huge share of the bridges, buildings, and machines you see regularly passed through its software – and once a project is created there, that file becomes the working record of the asset, the version every contractor, owner, and inspector has to open for as long as the structure stands. This company does not just sell a drawing tool – it owns the system of record for the built world. And you cannot automate how the world is built without first automating the design that feeds it.

It is now trading 25% below its 10-year average earnings multiple – the cheapest it has been on forward earnings since its subscription model matured. Plus, with two insiders buying at the lows, it is the perfect setup for today’s Sunday Selection.

(To become a Partner Pass member, contact our Customer Care team at 888-610-8895, internationally at +1 443-815-4447, or via email at support@porterandcompanyresearch.com.)