Dear Friend,
Today’s the last day of our SSR Summer Sale, so I’ll keep this short.
We’ve covered a lot this week: why the Neff and O’Shaughnessy approaches have been leading the pack, the individual stocks driving those returns, and why using four strategies beats using just one, especially in a market like 2026.
But I want to leave you with one idea. John Neff understood something that most investors never learn: The market’s panic isn’t a warning to run from a stock; it’s the price you pay to own the truth before everyone else sees it. He never treated “cheap” as the whole story. He demanded proof — real earnings growth, real cash flow and margins that beat the industry — before calling a low price-earnings stock an opportunity instead of a trap.
That discipline shows up in the numbers. Since 2002, the Neff SSR portfolio has delivered a 1,795.6% total return, more than double its benchmark’s 905.8% return.
And you can see this reflected in the individual stocks that make up the portfolio: Applied Materials Inc. (AMAT) up +1,195.7%, Merck & Co. Inc. (MRK) up +56.6% and Virtu Financial Inc. (VIRT) up +51.7%. (Performance as of July 10, 2026.)
In a market full of stretched valuations and hype around a handful of names, that instinct to demand evidence before conviction is exactly what keeps a portfolio from mistaking a falling knife for a bargain.
If you’ve been on the fence, tonight’s the night. Try Stock Supertars Report for just $2 with our 30-day trial.
