Forbes - A Message To Investors

Fellow Investor,

My father Malcolm taught me never to let a good opportunity go to waste.

So to celebrate Forbes Investor's 24th year, I'm taking this time to offer you the chance to join thousands of other investors who subscribe to Forbes' flagship newsletter.

In 2000, we launched an unusual advisory for individual investors. Its mission: to find undervalued stocks that Wall Street overlooks. I'm talking about misunderstood, undercovered, mispriced stocks that the "smart money" misses time and time again. During bull and bear markets alike.

That advisory is Forbes Investor.

I'm here to tell you that 24 years later, Forbes Investor's gains well exceed our original goals.

Through my hand–picked editor Taesik Yoon's astute guidance, this renowned advisory has returned a massive 815%¹ since inception compared to the 266% return from the S&P 500.

What’s more, much of this outperformance has been driven by small-cap value stocks. Yes, this overlooked small-but-mighty powerhouse that investors had largely ignored for the better part of the last decade in favor of the more popular growth stocks has once again begun proving its worth.

Forbes Investor subscribers were there to benefit as our advisory climbed nearly 63% over the past three tumultuous years for the equity market, trouncing the S&P 500’s meager 27% gain over the same period.

More importantly, even with these stocks lagging well behind again in 2023 on concerns over interest rates staying higher for longer, our outperformance continued in 2023 with the Forbes Investor portfolio surging 35% and beating the S&P 500’s 24% rise by 42% over the same span.¹

Of the 48 stocks recommended over the past two years, 32—more than half—have already been sold with an average gain of 14.1% on a holding period of only about six months. In contrast, during the same period, the S&P 500's average gain was only about 7.7%, which is nearly half of our average return.

This includes recent winners such as Blue Bird (BLBD), Collegium Pharmaceutical (COLL), Repay Holdings (RPAY) and Helen of Troy (HELE), which were only held for 8 months, 8 months, 1 month and 2 months, respectively.

The result? A 39% surge in BLBD compared to a rise of only 13% in the S&P 500; a 36% climb in COLL versus a gain of just 16% increase in the S&P 500; a 36% increase in RPAY, which nearly tripled the 13% rise in the S&P 500 over the same span; and a 27% jump in HELE that more than doubled 10% gain in S&P 500.

If that's not impressive enough, take a look at some of the other fantastic profits booked over the past few years:

But coming off the strong year stocks enjoyed in 2023, uncovering such undervalued gems poised to outperform the market will become more challenging. That makes active stock-selection strategies even more important. These strategies identify stocks that have been unjustly beaten up and possess the potential to deliver substantial rewards to shareholders.

The great news is even with our fantastic performance in 2023, our portfolio of recommendations still boasts an attractive valuation. Currently, it’s trading at an average forward price-earnings (P/E) multiple of just 11 times their consensus earnings estimate for the next 12-month period. This is a significant discount to the S&P 500, which continues to trade at a much higher P/E of more than 21 times its aggregate earnings estimate over the same span.

Consequently, our portfolio is brimming with stocks poised for potential growth, offering a significant opportunity to investors.²

Joining today will get you immediate access to our carefully selected portfolio, plus two new meticulously chosen stock recommendations each month. These aren’t just any stocks; they’re deeply valued picks with the potential to substantially outperform the broader market. Get in on these potential winners before they make headlines.

I want to do everything in my power to help you put this exceptional advisory to work. That's why I'm sending this invitation and giving you a rare chance to try Forbes Investor at a highly-discounted rate.

Forbes Investor usually costs $197 a year, but in celebration of Forbes Investor's 24th year you can put Forbes Investor to work for you for just $99.

That's a massive 50% savings off the regular price. And it's less than the original Charter rate from 24 years ago.

So—don't delay, this limited–time invitation is only available until midnight tonight.

Please note, no exceptions or extensions will be granted. Once this offer is gone, it's gone for good. There's no better time to give yourself and your family a much–deserved financial boost. I hope you decide to take me up on this exclusive offer.

Sincerely,

Steve Forbes
Chairman and Editor–in–Chief
Forbes Media

¹ Through February 29, 2024.
² Based on data from investment research provider FactSet as of February 29, 2024.

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