10 “COUNTER-TREND” STOCKS HEDGE FUNDS ARE PILING INTO ...

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10 "COUNTER-TREND" STOCKS HEDGE FUNDS ARE PILING INTO RIGHT NOW

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Investor's Report

From: Bill Patalon, Executive Editor For: Private Briefing Subscribers

10 "Counter-Trend" Stocks Hedge Funds Are Piling Into

Right Now

Dear Private Briefing Reader,

As I've been showing you, dozens of catalysts for a global meltdown are lining up. And that's why I gave you a "crash insurance policy" that you can use to protect yourself against any downturn in the markets.

Of course, that's not the only way to insure yourself, your family, and your portfolio against any coming collapse.

One other tactic is "following the leaders" ? that is, watching what big-name hedge funds and other institutional investors do... doing some research... and following their lead when it makes sense.

I've discovered that dozens of such nameplate investors have been loading up on a number of what I call "Counter-Trend" investments... stocks that will rise as the markets tank.

Ever since we launched Private Briefing, I've been telling subscribers that buying by insiders (board members and C-suite executives) is the best "Buy" indicator you can find.

Countless studies underscore the fact that mass insider buying is a precursor to market-beating gains in a company's stock.

For instance, one study found that "insider-purchase stocks" generated average annual returns of 26.3% ? versus 15.6% for the overall market during the period studied.

To zero in even further I've expanded the definition of "insiders" a bit to include a category of players known as "knowledgeable

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outsiders" ? Wall Street pros like Warren Buffett and Carl Icahn or hedge funds with a special focus.

Over and over again, we've seen insiders and knowledgeable outsiders pointing the way to windfall gains.

And now, more than ever, I believe these gurus are showing us how to stay afloat in the face of a huge deluge that's about to overwhelm the markets.

I'm talking about a collapse that could hit at any time.

This report will introduce you to 10 Counter-Trend investments that could double your money in the face of a new global economic recession.

Each of these stocks has seen an influx of buying from Wall Street insiders or knowledgeable outsiders ? and they'll provide vital insurance when the markets take their nosedive.

And I'm confident each one can serve as a vital "safe harbor" for Private Briefing subscribers.

Let's take a look at each one...

Counter-Trend Stock No. 1: General Electric

I've been a General Electric Co. (NYSE: GE) bull for a long time. And I'm not changing my mind now.

There are compelling reasons why GE is one of the few companies that will continue to delivering outsized returns to investors despite the coming stock market crash.

The new, laser-focused General Electric is a heavyweight in markets that cater to basic human needs... transportation (locomotives and jet engines), healthcare (medical-imaging equipment), water (look at California and tell me that's not a market that needs serving) and power.

And insiders and knowledgeable outsiders are snapping up shares. CEO Jeffrey Immelt has been on a buying spree ? bringing his holdings to 1.86 million GE shares, worth about $47 million.

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And Immelt isn't alone. Nelson Peltz of Wall Street hedge fund Trian Fund Management has cast a $2.5 billion bullish vote on GE, too.

Adding more fuel to the fire: GE is Bank of America Corp.'s (NYSE: BAC) favorite "stealth" technology stock. It owns 122.7 million shares, a sign that the folks there see the stock as massively undervalued.

As the markets have cratered, GE shares have been on a tear ? up 15% over the past 12 months ? and there's still plenty left to make.

Analysts are projecting a high-water mark of $38 for the shares. That's a hefty 23% gain from here. And it's just the beginning as the global economy deteriorates, the U.S. dollar falls, and global companies rush to buy GE's technology at a deep discount.

You can bet on this: GE's the kind of company that will put money in our pockets when the rest of the market is underwater.

Counter-Trend Stock No. 2: Pentair

Water's a lot like real estate ? they just aren't making any more of it. And water may be even pricier very soon.

According to the American Society for Civil Engineers (ASCE), we need to spend more than $300 billion over the next 20 years to upgrade 700,000 to 800,000 miles of pipelines and 15,000 treatment plants ? and that's on top of the $380 billion required over the same period just to keep our current systems going.

At least 80 countries are already experiencing water shortages. And within the next decade, 67% of the world's population, according to the United Nations, will be "water stressed."

A great play on the future of water is Pentair PLC (NYSE: PNR), a company uniquely positioned to profit from this water-based opportunity.

Pentair has four business units whose products are designed to help users move, treat, store and enjoy water.

Pentair also has a large competitive advantage. In 2014, the company incorporated in Ireland, where corporate taxes are low. That's extremely

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important. In fact, for every $1 of profit Pentair earns, it generates an extra five to six cents of after-tax profit over its competitors.

It didn't take long for Pentair's tax-advantaged status to draw the attention of activist hedge fund investor Edward P. Garden, the founding partner and chief investment officer of Trian Fund Management LP.

Garden is a de facto insider and has taken a 7.2% stake in Pentair. In fact, Garden is joining the company's board of directors.

And he's not alone. Trian, mutual fund giant T. Rowe Price Group and Vanguard Group have, together, backed up the truck and purchased nearly 50 million shares.

Pentair currently has a 2.2% dividend yield and has been increasing dividends for 39 consecutive years. Analysts have high target of $71 on the shares, a nice bump of 15% from here.

No matter what the economy does, people are going to need water. And with outsiders like Garden pushing it forward, Pentair is a company that will keep gushing profits throughout any crisis.

Counter-Trend Stock No. 3: WD-40

When four out of five U.S. households own one single product, it may pay to take a closer look. That's the case for consumer juggernaut WD-40 Co. (Nasdaq: WDFC).

San Diego-based WD-40 is a $1.47 billion market-value company whose motto is: "We live under the sink, in the garage, and in the toolboxes of the world." (True to form, I just found a can of WD-40 spray under our kitchen sink.)

There are thousands of known uses for WD-40. This "miracle spray" quiets squeaky hinges, protects tools and parts from rust, lubricates movable joints, and even removes road tar from your car's finish.

It does business in 188 countries around the world and, in the fiscal year ended in August 2015, had $374.32 million in sales and $40.8 million in profit ? a decent profit margin of 11.8%.

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