John Rubino's Substack

John Rubino's Substack

Q3 2024 Earnings: Two Portfolio Stocks Looking Good

One dividend play, one takeover candidate

John Rubino's avatar
John Rubino
Nov 21, 2024
∙ Paid

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:

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 John Rubino · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture