We’re Upping Our Price Target, Downgrading Our Rating on This Holding
A 14% dividend increase fuels our target change, but these factors foster the downgrade.
We’re Tracking 23 Signals Across 10 Portfolio Investing Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize
We raised a few price targets, added to three holdings, and locked in big gains in another.
VIDEO: Assessing the Pressure on 2 Portfolio Holdings
Why Thursday’s TSM earnings report and next week’s July Flash PMI are on our radar.
Cool CPI, Sharp Warsh, Booming Banks
Let’s check on inflation, what Fed Chief Warsh told lawmakers, the banks and my latest take on the chart.
Inflation Cools, but the Market Still Lacks Leadership
The focus turns to earnings as AI and chip leaders struggle.
A Market Tale Full of Sound and Fury Signifying Nothing
It was an extremely busy day with 8 major events, but there was only a muted market reaction.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday
Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.