SOLD! - Bison Insights Idea Up 276%

I’ve locked in the 276% gain and am rotating capital into other Bison Insights ideas and future ideas that have not appreciated as much and offer more compelling upside.

Early this year, I published an article titled A High-Upside Potential, High-Risk Opportunity Levered to Oil and a Cyclical Recovery, highlighting an oilfield services company with significant leverage to an emerging cyclical upturn.

Since publication, the security is up 276%, outperforming the Oil & Gas Exploration & Production ETF (XOP), the Oilfield Services ETF (OIH), and the broader market as measured by the S&P 500 ETF (SPY):

This outperformance occurred before the recent escalation in the Middle East and was instead driven by company-specific news. It was already outperforming prior to the initial strikes on Iran in late February:

While there may be further upside ahead, the evolving geopolitical backdrop introduces new risks for this specific security. As a result, I have exited the position and locked in the gains since publication and am rotating capital to several other ideas that I’ve published and other ideas that I’m looking at, which are not as up as much as this security (Idea #10 on the chart below):

In this article, I outline why the idea worked and why I’m rotating capital in light of the risks I now see.

Disclaimer: This is for informational and educational purposes only. This is not an offer, solicitation, or investment recommendation. Please consult an advisor and do your own diligence. Past performance may not repeat itself.