We've selected only a few investors to receive a private invitation to join my family's moneymaking tool that's been delivering double–digit gains for more than 60 years.
The best way to beat the market in the current climate is by actively looking for stocks with attractive fundamentals and healthy financial positions selling for well below what they're worth—and that's where Special Situation Survey comes in.
Special Situation Survey finds the best undervalued stocks—not companies—that Wall Street misses, ignores or simply writes off, and its performance over the last 18 years has been nothing short of remarkable.
Since 2004, the stocks in Special Situation Survey's portfolio have retuned a stunning 513.0%—nearly doubling the 243.3% gain in the S&P 500 over the same period.
And if that's not impressive enough, Special Situation Survey's portfolio rose 30.4% last year and edged out the 26.9% gain in the S&P 500, which was by far the best performing major market average in 2021.
If you're on the fence, now is the time to hop off and get the chance to profit from results like this. But you must act fast. The door to this offer expires at midnight tonight.
More than 60 years ago, my father, Malcolm Forbes, started a private advisory called Special Situation Survey.
Its mission: To provide one stock pick a month—just one—to an inner circle of friends and associates who wanted the chance to make double–digit gains in any market, without using short sales or other complicated, high–risk maneuvers.
The results were so profitable that Special Situation Survey, in an odd twist, had to limit membership to 5,000 to avoid causing mayhem in the markets.
A victim of its own success? I suppose. But the profit streak established by my father continues to this day.
Following the strong year that stocks enjoyed in 2021, the market has gone in the opposite direction in 2022 with the S&P 500 falling nearly 13%1 so far this year on fears of rampant inflation, rising interest rates and Russia’s unprovoked invasion of Ukraine.
No longer can investors simply coast on the returns they’ve enjoyed on the mega-cap technology stocks, which have powered much of the market’s gains over the past several years, but are among the worst performers year-to-date. Indeed, the best way to beat the market in this climate is by actively looking for stocks with attractive fundamentals and healthy financial positions selling for well below what they’re worth.
The good news is, combing for such bargains is exactly what Forbes Special Situation Survey has been in the business of doing for years. This helped fuel a 192.0%2 surge in our portfolio of recommended stocks from its pandemic-driven mid-March 2020 low through the end of 2021—which more than doubles the 96.2%2 rebound that the S&P 500 enjoyed from the low it sunk to around the same time. That includes rising 30.4% last year and edging out even the impressive 26.9% gain in the S&P 500, which was by far the best performing major market average in 2021.
What’s more, this outperformance has been even stronger through what’s been a very challenging 2022 thus far3. While it’s still not too late to join in this outperformance, the number of stocks offering good value amid the macro headwinds weighing on the market seems to be getting smaller by the day. Being able to successfully identify stocks that have become mispriced due to similarly pressing market concerns has already resulted in us closing out nearly half of the 27 stocks recommended since the market bottomed in March 2020 with an average gain of 41.2% on an average holding period of just 7 months. That more than doubles the average return on the S&P 500 over those same spans of 18.7%.
Gains like this are the reason why Special Situation Survey has returned a stunning 513.0%1 since 2004. That also more than doubles the 243.3%1 gain in the S&P 500 over the same period.
Look behind the curtain…
What makes Special Situation Survey different from—and we think superior to—any rival?
And specifically—what can it do for you? Allow me to tell you.
Simply stated, Special Situation Survey finds the best undervalued stocks—not companies—that Wall Street misses, ignores or writes off.
Doesn't matter if the company is good or bad, we're interested in the stock ONLY if it's selling for less than it's worth and ONLY if it's likely to appreciate within 18 to 24 months.
That's why we rely heavily on discounted cash flow and why we ALWAYS use the most conservative projections before issuing a recommendation.
Thanks to our methods, investors have profited handsomely from our stock recommendations. For example, if you had invested a mere $20,000 in just the stocks closed out over the past three years, these are some of the strong returns you would have earned:
$27,240 in 3 weeks with AdvanSix
$28,120 in 11 months with Sterling Construction
$30,720 in 17 months with CSG Systems
$28,560 in 14 months with SpartanNash Company
$28,540 in 3 months with DXC Technology
$36,560 in 9 months with Great Lakes Dredge & Dock
$29,620 in 10 months with Computer Programs & Systems
$28,180 in 1 month with Atkore International
$25,780 in 1 month with Conduent
$26,460 in 6 months with American Vanguard
$29,220 in 19 months with Travelport Worldwide
$27,680 in 3 months with Nutrisystem
$26,700 in 9 months with Nexeo Solutions
$25,700 in 2 months with Innophos Holdings
$29,500 in 20 months with Carlisle Companies
$27,400 in 10 months with World Fuel Services
$26,600 in 4 months with Schweitzer-Mauduit Int’l.
Of course, not all of our selections have worked out. For example, we dropped Knoll (KNL) in February 2021 with a loss 26.9% and Blucora (BCOR) the month before with a loss of 24.2%. But our winners vastly out number our losers over the long run.
That’s why even with such stinkers, Special Situation Survey racked up an average annual return of 11.0% since 2004, which is more than 50% greater than the 7.3% gain the S&P 500 averaged over the same period1.
Only a few spots are open
Right now, you're among the select few invited to enroll in Special Situation Survey. In fact, I can't think of a better time to begin jumpstarting your portfolio with the kind of under–the–radar opportunities most investors may never even hear about until the biggest profits have already been made.
But I must caution you: Once these few openings are filled, this offer will be closed immediately.
My advice? When someone hands you the combination to the vault, the smart thing to do is take it. I'll even reduce the rate by $450 just for taking a look now.
As a member of Special Situation Survey, you enjoy unique privileges and special access to profit–packed opportunities once granted only to my father and his hand–picked investor friends. Let me show you:
You get ONE carefully selected stock every month
Only one. We track about 5,000 publicly traded stocks searching for just 12 special situations—exclusively chosen by our editor, Taesik Yoon, CFA, and his stock picking staff—to recommend to our investors every year.
Don't expect to find a whole smattering of stocks. Unlike dime–a–dozen advisories, we ZERO IN on one stock each month with the best chance for appreciating in value within the next 24 months.
Of course, you'll get updates on our open positions whenever there's breaking news. Typically, our recommended list contains as few as 10 to as many as 20 stocks at any time.
You get a confidential report with in-depth, timely research
Unlike some publications that give you "snapshots" of promising companies, Special Situation Survey gives you the same kind of analysis that the big brokerage firms prepare for their institutional clients.
We screen each stock using ultra–conservative valuations. We look at cash flow, profit margins, book value, financial leverage, cost of capital, and other factors to determine the stock's real value and chance for growth—for the most cautious and prudent analysis.
Result: we significantly improve your potential for bigger returns.
You can manage your investments in about 15 minutes a month
You could spend your whole week plowing through a forest of company reports and research—or you could let us do the heavy lifting for you. Our reports are written to be acted on. You'll get all the key information to make a wise decision and take action.
You just follow a simple, straightforward strategy
You get updates with clear Buy, Sell and Hold instructions for every stock in the portfolio. It doesn't get any easier than that. You also get Special Alerts as breaking news happens, notifying you of exceptional fast–moving or urgent situations, as well as monthly recaps that analyze performance and highlights the biggest movers from the previous month.
You get unlimited access to the Special Situation Survey Web site
Your "members only" portal opens the door to a wide range of surveys, supplementary reviews, and more whenever you want them.
I want you to be as thrilled with the moneymaking opportunities in Special Situation Survey as I am. But there's always the chance it might not be for you.
In the unlikely event we ever disappoint you or if Special Situation Survey doesn't live up to your expectations as promised, let us know immediately. We'll cancel your subscription and reimburse you for the unused portion. Keep the issues and any fast–breaking notices or updates you received with our deep thanks.
If you act now, you can get this month's current recommendation—and all the open positions—in the next few minutes when you enroll here.
The decision to join us is all yours.
Steve Forbes Chairman and Editor–in–Chief Forbes Media
P.S. In order to avoid unduly affecting the market with our recommendations, we have to limit the number of subscribers to 5,000—no exceptions. If we hear from you after the door is closed, we'll be forced to place your name on a waiting list until we have a new opening. Subscribe now.
1For periods ending June 7, 2022 2From March 23, 2020 through December 31, 2021 3The Forbes Special Situation Survey portfolio is down 5.8% year-to-date through June 7, 2022 compared to a decline of 12.7% in the S&P 500
Forbes, 499 Washington Blvd, Jersey City, NJ 07310
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