Special Situations Survey

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About Special Situations Survey

Who Reads Special Situation Survey? Special Situation Survey is for the savvy investor, one interested in a diversified investment approach which can reduce investment risk while expanding opportunities for potential profits. If you are seeking a concentrated strategy, whereby you pay close attention to each of your holdings, purchasing stocks that are only selling for less than they are worth…then the Special Situation Survey is for you. Obviously doing all this takes a lot of time and a high level of expertise. That’s where their analysts come in. They have tremendous experience finding undervalued stocks and have attained the highest credentials in the business. 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. What You Can Expect in Each Issue: With your exclusive subscription to Forbes Special Situation Survey, you’ll receive: A monthly recommendation to invest in an undervalued stock The Forbes Investors Guide with 14 investment strategy memos Email alerts on fast-moving stock situations Clear, specific Buy and Sell instructions Free access to the entire Forbes Special Situation Survey Website In-depth stock analysis reporting Updates on all open positions Transcripts of Forbes Roundtable Discussions with Top Business Leaders A Customer Binder to store all reports and alerts Features: 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 Hulbert Financial Digest, our recommended portfolio returned 24.1% on an annualized basis (excluding dividends) for the five years ended December 2007. The comparable return on the S&P 500 Index was just 5.0%. Contributors: President Wallace F. Forbes, CFA Wallace (Wally) Forbes is President of the Forbes Investors Advisory Institute (FIAI), the division of Forbes Media that publishes the Forbes Special Situation Survey, Forbes Growth Investor and the Forbes Stock Market Course. He also organizes and moderates Forbes Financial Round Table discussions. Transcripts of these discussions among leading investment managers and strategists are then shared with FIAI newsletter subscribers. Mr. Forbes, the youngest son of B. C. Forbes, founder of Forbes Magazine, served as Vice President and Director of Forbes, and President of Forbes Investors Advisory Institute, from 1964 to 1969. After leaving the company, he served as president and CEO of Standard Research Consultants, formerly a subsidiary of Standard and Poor’s Corporation. He subsequently was a founder and partner-in-charge of Benchmark Valuation Consultants, which merged with KPMG Peat Marwick in 1987. Both firms specialized in the business valuation field. He has also served as a director of both public and private companies. Mr. Forbes retired as a principal of KPMG Peat Marwick in 1989 and subsequently returned to Forbes in 1996, once again as President of FIAI. He has authored or co-authored articles on the valuation of business enterprises and related subjects that have appeared in various business and professional publications, including Harvard Business Review, Business Horizons, Monthly Digest of Tax Articles, Management World, Family Advocate, YPO Enterprise, Chief Executiv