Special Situation Survey

Started by Malcolm Forbes in 1954, the Forbes Special Situation Survey is one of the oldest continuously published investment newsletters on the market.

Each month, our subscribers receive a detailed research report recommending just one undervalued stock that our analysts believe holds the promise for significant capital appreciation over the next two years. 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 that provide updated opinions on stocks we’ve recommended. Most importantly, we notify subscribers when it is TIME TO SELL.

At any one time, there are typically 15-20 stocks on our recommended list. This concentrated investment approach has proven extremely profitable.

According to the independent investment newsletter rating service Hulbert Financial Digestthe Special Situation Survey was ranked #1 (out of 112 tracked) over the ten year period ending December 31, 2012 with an average annual portfolio return of 17.7%. The comparable return on the S&P 500 Index during the same period was just 5.0%.   Read More…


Subscription Benefits

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

Subscribe now! You’ll receive the guaranteed lowest subscription price!

Historical Performance

Last 15 Close Outs