We’re Initiating a New Position in a Trucking Play
The intersection of rising utilization levels, a pending EPA emission mandate, and the One Big Beautiful Bill have us making this move.
Adding to 2 Holdings Near Their Pick-Up Points
Oracle’s capital spending and a new business combination are added catalysts.
Adding to 2 Portfolio Holdings and Upgrading a Rating
With both companies, we see reasons why management guidance skews conservative.
Trimming This Financial Holding After Price Target Boost
We will maintain a sizable holding given our outlook for these two company drivers.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
New Morgan Stanley Price Target After Anthropic IPO Update
We will continue tracking IPO and M&A activity for signs of even further upside.
We’re Adding a Trucking Play to the Portfolio Bullpen
2026 North American industry orders are picking up, as is U.S. truck tonnage data.
Taking Advantage of Jensen Huang’s ‘Gift’
We’re being opportunistic today, but we still like the company’s long-term prospects.
New Price Target for This AI and Networking Chip Holding
We’re also lifting our checkpoint level and identifying a potential pick-up point.
Declining Commodity Prices Bring a Former Holding Back to the Bullpen
Laying the groundwork for a potential second-half 2026 shift in market sentiment for the consumer.