Uncovering Investment Opportunities in a Bear Market
Bear markets are scary, but they create tremendous opportunities for long-term investors willing to do the research necessary to uncover bargains. However, it’s critically important not to be fooled into thinking something is a bargain simply because it has declined by 30%, 40%, 50% or more.
In order to help our subscribers navigate the bear market, the Boyar Research team is about to release a special report titled Fresh Looks: A Special Opportunity Issue. Because this is such a timely and important issue, we are also selling it on an a la carte basis.
The report will contain profiles of companies we believe to be great investment opportunities because of the recent selloff that have attractive long-term fundamentals as well as catalysts for capital appreciation. All reports are based on intensive research from our team of highly seasoned analysts with an average of 20+ years of experience.
Opportunities in a Bear Market and Past Performance
Make no mistake: bear markets are difficult. That’s why, in times like these, having access to the work of a team that has published research since 1975 (through a combined 24 stock market corrections and bear markets) is a significant competitive advantage.
It’s important to remember this: those who stick with their positions during difficult times (and add to existing positions or initiate new ones) are typically handsomely rewarded – provided those positions are attractively valued and have catalysts for capital appreciation. These are the times that independent thinking, experience and perspective really matter.
A Look Back at Our 2020 Opportunities Issue
Published in April 2020 during the coronavirus induced bear market, this issue provided timely investment ideas and uncovered tremendous opportunities for subscribers looking to invest for the long-term during another period of market dislocation.
The returns have been strong. The average stock profiled in the April 2020 coronavirus update – one (1) year after publication – advanced 76.18% on average vs. 49.83% for the S&P 500, and 45.01% for the S&P 1500 value.
The average stock profiled in the April coronavirus issue two (2) years after publication advanced, on average, 59.98% vs. 57.82% for the S&P 500 and 54.96% for the S&P 1500 value.
Complimentary Offer: Interested in learning more about how we approach investment opportunities in a bear market? Download the full 2020 Opportunities issue here.
What You Will Receive in the 2022 Fresh Looks Issue
In this special issue, you’ll receive reports on 12 companies. Including in-depth reports on nine companies that we have researched in the past and that we believe to be well-positioned moving forward. In addition, you’ll receive updated one-page summaries on four additional companies that fall within these criteria.
Have questions or want to learn more? Reach out to Amalia Danci at 212.995.8300.
Important Disclaimer
*This information is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, including an interest in any investment vehicle managed or advised by affiliates of Boyar’s Intrinsic Value Research (“Boyar”). Past performance does not guarantee future results. This material is as of the date indicated, is not complete, and is subject to change. Additional information is available upon request. No representation is made with respect to the accuracy, completeness or timeliness of information and Boyar assumes no obligation to update or revise such information.
*Nothing in this email should be construed as investment advice of any kind. Consult your financial adviser before making any investment decisions. Any opinions expressed herein represent current opinions only and no representation is made with respect to the accuracy, completeness or timeliness of information, and Boyar Intrinsic Value Research and its affiliates assumes no obligation to update or revise such information. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Past performance does not guarantee future results. Certain information has been provided by and/or is based on third party sources and, although believed to be reliable, has not been independently verified and Boyar’s Intrinsic Value Research LLC or any of its affiliates is not responsible for third-party errors. This information is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, including an interest in any investment vehicle managed or advised by affiliates of Boyar Research. Any information that may be considered advice concerning a federal tax issue is not intended to be used, and cannot be used, for the purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter discussed herein. The starting date of the calculation was April 15th (the date the report was priced), and the ending date was April 15,2021 for the one-year calculation and April 15, 2022 for the two year calculation. No transaction or management fees were taken into account in this calculation. All stocks were equally weighted when calculating the results. Results include all special dividends and spinouts. Spinoffs such as MTCH, VMEO and QRTEP were calculated as if an investor held the spinoff entity from the date of the spinout to the one-year anniversary/two year anniversary from the pricing date. The returns do not include dividends for the benchmark or the stocks profiled.