Adding to 2 Holdings After Earnings, PMI Updates
Customer spending plans drive one move, while the domestic manufacturing economy does the other.
Upgrading One of Our ETF Holdings and Boosting Its Price Target
Three things we’ll be listening for as the number of earnings season conference calls proliferate.
We’re Making 4 Small Opportunistic Buys in These Holdings
Following these trades, we will maintain ample cash to remain opportunistic as Q3 2026 earnings season heats up.
We’re Lifting Our Apple Price Target as Duo Immediately Sells Out
Pre-orders for Apple’s iPhone Duo extend out to late January, suggesting a favorable production mix shift.
Questionable Management Change Prompts Our Exit From This Position
The change does not alleviate content slate questions, and raises subscription and advertising concerns.
Rounding Out Our Position in These Shares
Fresh Federal program wins build on recent public safety ones
Cleaning Up the Portfolio’s Bullpen
We’re adding three new contenders, and kicking four to the curb.
We’re Building Up Our Semi Cap Exposure With This Buy
We continue to see chip capacity tightness ahead, creating an even bigger industry pain point.
Picking Up More Shares of This Holding After Multiple Wins
Multiyear future contracted bookings mean using PEG ratio valuation, not a simple P/E metric.
Downgrading a Holding That’s Increasingly Hard to Defend
We’re laying out our revised game plan for this laggard.