When Value Meets a Great Chart: Why This Stock Offers the Best of Both Worlds
When the technicals and fundamentals agree, I pay attention.
Kass: History Doesn’t Repeat, But Today’s Market Is Rhyming Loudly
The AI Boom is a potentially toxic combination of 1997 and 2007.
Updating Our Table of Key Portfolio Metrics
Here are consensus EPS figures, RSI levels, potential pickup points and more for the Portfolio’s holdings.
Weekly Roundup: A Good Week to Lose Less as Market Stumbles
During a week of outperformance vs. the S&P, we closed out one holding, locking in substantial gains that rebuilt our cash position.
August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.
Looking for Cash Flow, Not AI Hype? Here’s the Trade for You.
The older I get, the more I like this stock.
Weekly Roundup: Geopolitics Wins Out, But Portfolio Continues to Outperform
We added to three holdings and laid out what we’re watching for several others.
An Attractive Bet on an Ugly Duckling
Here is how I took a small stake in a name with ‘a lot of warts.’
July Monthly Roundup: Keeping Our Lead After a Wild Ride
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.
The Information Was Fine. The Reactions Were Not.
The gloom is thick, but fundamentals are not the problem. Plus, an important reminder for investors after a trying week.