We’re Trimming 3 Positions as Renewed Tensions Flare
Locking in gains on three holdings, plus here are the six other names on our shopping list.
June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.
VIDEO: Our Big Tech Holding Wants to Challenge AWS, Azure and Google Cloud
Plus, reviewing the latest economic data and some positive findings on inflation.
It’s Time to Lock in Big Gains on This Holding
An overbought condition also prompts a rating downgrade.
New Price Targets for 2 Chip-Related Holdings to Close the Quarter
This pair of stocks is on our radar as both names have entered overbought territory.
VIDEO: What’s Behind the Surge in Our Public Safety Name?
Plus, a readthrough on M&A activity and what it means for two Portfolio holdings.
30 Signals Across the Portfolio’s 10 Themes and Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
What’s Our Game Plan for Palantir?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.
Tracking 21 Signals Across 10 of Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.