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Author: Chris Versace

With 30 years of cross-industry experience, Chris Versace brings his thematic investing lens to TheStreet Pro Portfolio (formerly Action Alerts PLUS) each day as lead portfolio manager. His daily insights, analysis, and recommendations provide the foundation for TheStreet's Pro Portfolio. Versace began his career in equity research before founding Versace Management in 2005. He joined TheStreet team in 2011 as a Real Money contributor before becoming portfolio manager of Action Alerts PLUS in 2021. He holds an MBA from Fordham Gabelli School of Business and has co-authored a book called “Cocktail Investing - Distilling Everyday Noise into Clear Investing Signals for Better Returns.” With a passion for teaching others about investing, Versace spent 9 years as an Assistant Professor of Finance at NJCU School of Business. When he’s not contributing to TheStreet’s premium services, he can be found speaking at industry conferences or at a Bruce Springsteen concert (he’s seen him 50 times and counting!).

Broadcom Shares Robust Multi-Year Outlook: 8 Key Items Shaping the Stock Market Thursday

Avatar photo Chris Versace on September 3, 2026

Broadcom (AVGO)

Microsoft resentments, earnings from HPE, Snowflake and Ciena, plus other headlines moving the market this morning.

We’re Picking Up More Shares of This Defense Player

Avatar photo Chris Versace on September 2, 2026

We see a potential positive catalyst that could remove a hangover on the shares ahead.

De-Flocking Has Hit This Portfolio Holding

Avatar photo Chris Versace on September 2, 2026

Flock Safety

As the shares test technical levels, here’s the real catalyst we’re watching.

Dell’s Big AI Boost: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on September 2, 2026

Dell (DELL)

U.S-Iran fighting escalates, but oil prices dip, ADP’s August jobs figure issues, plus other headlines moving the market this morning.

Boeing Gets Union Update as We Eye Adding More Shares

Avatar photo Chris Versace on September 1, 2026

We continue to project a resolution between the two side as management focuses on increasing deliveries.

Latest Manufacturing Data Offers Insight for 2 Holdings

Avatar photo Chris Versace on September 1, 2026

Manufacturing PMI

Takeaways support our decision to exit the shares of Builders FirstSource.

VIDEO: Kicking Off September With the Schwab Network

Avatar photo Chris Versace on September 1, 2026

September calendar

There are challenges ahead, but we’ll be watching for Portfolio opportunities.

We’re Exiting This Position. Here’s Why.

Avatar photo Chris Versace on September 1, 2026

Exit

Back into the Bullpen it goes. Here are the conditions that could bring this name back to the Portfolio.

Bond Yields Make for a Not So Nice Start to September: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on September 1, 2026

Bond market

S&P 500 levels to watch, August PMI on deck, Apple’s new sheriff is in town, and other headlines moving the market this morning.

August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs

Avatar photo Chris Versace on August 31, 2026

Up and Down

We initiated three positions, added to several others, and locked in massive gains along the way. 

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