Weekly Roundup: Peace Deal, Warsh Arrives, and the Portfolio Moves Ahead
We closed three positions, began a new one, and added to two others. Plus, we look ahead to the potentially most impactful earnings report next week.
Kroger Sends Inflation Message as Gas Prices Begin to Come Down
The grocery giant spoke to some key investing themes in its latest comments.
Tracking 26 Signals Across 11 of Our Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Liftoff on Potential Iran Deal and SpaceX IPO?: 8 Key Items Shaping the Stock Market Friday
Oil prices fall, midterms spending, Nasdaq-100 changes, and other headlines moving stocks this morning.
Adding to 2 Holdings Near Their Pick-Up Points
Oracle’s capital spending and a new business combination are added catalysts.
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.