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About our Editor

Taesik Yoon is the editor of the Forbes Special Situation Survey and Forbes Investor investment newsletters published by the Forbes Investors Advisory Institute Division of Forbes Media LLC. He also manages an investment blog on Forbes.com, through which he provides additional commentary and insight on the equity markets and individual stock positions.


Related Links

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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 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 investment newsletter rating service Hulbert Financial Digest, the Special Situation Survey is 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...

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The Forbes/CFA Institute Investment Course: Timeless Principles for Building WealthThe Forbes/CFA Institute Investment Course provides a capable, commonsense approach to investing for both the novice and the experienced investor. Order today from Amazon.com.

Recent Close Outs

The stocks listed below were previously recommended and recently closed out by the analysts at the Forbes Special Situation Survey:

SSS Portfolio - 1 Year Return: 
up 28.2% as of May 30, 2014
SSS Portfolio - 3 Year Return: 
up 44.1% as of May 30, 2014
SSS Portfolio - 5 Year Return: 
up 156.7% as of May 30, 2014
SSS Portfolio - 10 Year Return: 
up 331.7% as of May 30, 2014
up 84% in 8 months
The J.M. Smucker Company: 
up 21% in 21 months
up 59% in two years
Big Lots: 
up 41% in 5 weeks
ARRIS Group: 
up 95% in 8 months
up 8% in 11 months
Avago Corporation: 
up 44% in 14 months
PharMerica Corporation: 
up 48% in 7 months
KLA-Tencor Corporation: 
up 21% in 14 months
Corinthian Colleges: 
down 48% in 2 years and 9 months
AVX Corporation: 
down 6% in 25 months
Bemis Corporation: 
up 30% in 17 months
down 20% in 15 months
down 1% in 23 months
down 17% in 17 months
Steris Corporation: 
up 18% in 12 months
up 21% in 2 months
Tesoro Corporation: 
up 74% in 3 months


"I have been a subscriber for many years because I find that the Special Situation Survey recommendations have been very profitable for me."

-George B., RI

"If you want to find 'profitable' stocks to buy and do not have the time or expertise to do your own research, this is the service for you. It not only recommends which stocks to buy but also suggests when it's time to sell and move on to another investment!"

-Robert B., UT

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