John Rubino's Substack

John Rubino's Substack

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John Rubino's Substack
John Rubino's Substack
Q3 2024 Earnings: Two Portfolio Stocks Looking Good
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Q3 2024 Earnings: Two Portfolio Stocks Looking Good

One dividend play, one takeover candidate

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John Rubino
Nov 21, 2024
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John Rubino's Substack
John Rubino's Substack
Q3 2024 Earnings: Two Portfolio Stocks Looking Good
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The third-quarter earnings season is basically over, and the commodities bull was mostly good to our Portfolio companies. This post features two stocks at opposite ends of the size and risk spectrum. The big one is a dividend play, while the small one is a high-growth takeover candidate.

Here we go:

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