I’ve just got a short update today.

First, checking on our current positions…

Markets over the holidays are traditionally slow and this year is no different. All of our positions are up, two are up double-digits, and we’ll carry them over into next quarter.

As I said in our last update, earnings reports have picked up and we’ve had a few surprises. In fact, one has tripped enough of my indicators to warrant a buy signal.

It’s an exciting opportunity. The company stands ready to score millions in government stimulus money with a product that can change the way highways are designed.

That’s not even half of the story…

We always like to bet in favor of the true mega-trends:  The global need for infrastructure. The super-cycle in commodities prices. The expanding healthcare costs for aging baby boomers. These are all unstoppable shifts in global markets.

But this company benefits from another mega-trend that could be bigger than any other.  It’s a problem that threatens humanity…and we simply have no choice but to solve it.

You might guess I’m talking about energy, but I’m not.

I don’t mean to tease, but I can’t give any more away right now. I’m waiting for share prices on this new stock to come down to a level worth buying, and can’t tip my hand for fear of putting shares out of reach. And the company is so unique that any other clues could create a buying spree.

Next week, I’ll put out a full report in my monthly issue with specific instructions. And get ready for some heavy action through January and February.

Ahead of the tape,

Matthew Weinschenk