Archive Category: Green Zone Fortunes Updates

I’m wildly bullish on infrastructure. My co-editor Charles Sizemore agrees: Apart from the revolution in “Imperium,” our term for DNA-based innovations, we believe that the boom in infrastructure spending is the closest to a “sure thing” we’ll find. It’s not every day that a major, multi-year investment theme gets telegraphed like this, but that is our opportunity today. It’s just a matter of getting in front of it.

This week, I’m excited to cover what members of my own team have called a weird, out-there topic.

Today, I share exciting updates from our cloud company, Wipro Ltd. (NYSE: WIT). This is a great example of how a multi-factor rating system that looks at price-based indicators and fundamentals-based factors can work out fantastically when we identify one or two of the factors that are really going for a stock.

For our monthly portfolio review video, I cover what’s working well and what I’m keeping an eye on for several of our stocks. Note: I don’t cover every position this month. If you have a question about a stock that I don’t answer in this update, you can write to my team and me anytime.

This week, I discuss the stock that Adam O’Dell and I chose for the May issue of Green Zone Fortunes: Supernus Pharmaceuticals (Nasdaq: SUPN). With its new, disruptive ADHD prescription, Qelbree, we’re convinced that Supernus is a game changer for adults and children alike.