Weekly Roundup: The AI Trade Got Smacked. We’re Following the Data, Not the Fear
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense
Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.
Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
Continued Broadening Lifts S&P 500 to First Record Since August
The S&P notched its first record close since August on a continued broadening as Treasury yields remained subdued. The Nasdaq added a second straight record, but small-caps gave up an early gain.
September Monthly Roundup: 5 Focus Areas as Portfolio Keeps Its YTD Lead
We raised cash early, put some back to work late in the month, locked in gains on Meta and kicked off our quarterly EPS All-Stars reconstitution.
2 Unloved Stocks Outperforming the Market — And Their Customers
These under-the radar names are posting returns that blow away those of their better-known customers.
Nvidia Is the Cheapest It’s Been in a Decade. But Is It Cheap for a Reason?
Elite fundamentals, a decade-low multiple, solid technicals, and analyst enthusiasm all point the same way. So why don’t I own more?
Doug Kass: Sit Down, It’s Time to Have ‘That’ Talk (About Valuation Models)
Let’s see why my model produces a fair market value for the S&P Index of 6600, compared to Friday’s close of 7650.
Weekly Roundup: September Is Living Up to Its Reputation
During the week of challenging developments, we refreshed out shopping list, exited one holding and added to four others.