Kicking Off All-Stars Reconstitution By Exiting 2 Names
Setting the sun on two holdings as we get ready to bring two new ones into the basket.
Setting the sun on two holdings as we get ready to bring two new ones into the basket.
Finding growth at a reasonable valuation has become a key challenge for prudent investors.
We initiated three positions, added to several others, and locked in massive gains along the way.
Gold has been ripping higher and taking with it many of the best gold miners.
Consensus EPS targets for the holdings point to more upside ahead.
We added to one holding this week, and locked in outsized gains for two others.
It seems a recent pullback to huge support has been completed.
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
We closed out a profitable position, added to two others, and adjusted several price targets. Here’s what we’re watching next.
Let’s discuss why sentiment readings have me ‘on edge’, what it would take for an oversold bounce, a formerly parabolic stock and much more.