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Category: Portfolio

Cybersecurity Names Won’t Stay Down for Long: 8 Key Items Shaping the Stock Market Thursday

Avatar photo Chris Versace on November 5, 2026

cybersecurity lock

Qualcomm’s handset slump, oil questions, and other headlines moving the market this morning.

Why Midterm Change Won’t Disrupt the AI Buildout as Much as Feared

Avatar photo Chris Versace on November 4, 2026

Data Center stocks

Let’s ask some key questions and game things out amid a potential market knee-jerk reaction.

Chart of the Day: Arista Networks Tries to Break Downtrend

Avatar photo Bob Lang on November 4, 2026

After putting up strong earnings, the stock is making a breakout attempt.

New Arista Networks Price Target After Beat-And-Raise Quarter

Avatar photo Chris Versace on November 4, 2026

Arista Networks (ANET)

Lifting our price target and our rating, but why you shouldn’t chase the shares today.

Trimming Our Apple Exposure on Wednesday’s Market Strength

Avatar photo Chris Versace on November 4, 2026

Selling Stock

We’re bowing to our portfolio discipline and signs for a weak PC market next year.

Deflated Truck Demand Could Send Paccar’s Rebound on a Detour

Avatar photo Chris Versace on November 4, 2026

PACCAR (PCAR)

Report shows heavy truck demand softening as final regulatory rules loom.

We’re Picking Up Shares of This Social Media Powerhouse, Starting New Power Position

Avatar photo Chris Versace on November 4, 2026

Stock Buys

Plus, several other holdings we’re eyeballing and where some prudent portfolio management could be called for.

Blue Wave Pops Market, But Can It Overcome Technical Hurdles?: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on November 4, 2026

U.S. Election

AMD and Super Micro crush earnings, CVS Health splits, and other headlines moving the market this morning.

Upgrading Eaton After Beat-and-Raise Results

Avatar photo Chris Versace on November 3, 2026

Eaton (ETN) stock

Here’s our plan for picking up some shares.

Chart of the Day: Axon’s Flat Base Gives Bulls Some Hope

Avatar photo Bob Lang on November 3, 2026

Axon (AXON)

A long basing period is often required before a stock moves up from a downtrend.

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