Tracking 21 Signals Across 10 of Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
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.
Sticking With This Intel Price Target as Trump, Apple Update Prove Us Right
As the president sends shares on the move, we’re revisiting our target price for the foundry name.
U.S. and Iran Sign MOU: 8 Key Items Shaping the Stock Market Thursday
Triple witching, Apple to boost prices and other headlines are moving stocks this morning.
Chart of the Day: Google’s Correction Seems Finished
The giant search and AI company had a nasty pullback but seems to have found its footing.
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.
Weekly Roundup: Portfolio Maintains Lead as Select Holdings Do the Heavy Lifting
We added to three holdings and started a new position during a roller-coaster week for the market.
Forget AI, This Cash-Rich Name Is Quietly Outperforming Big Tech
The furniture company has no long-term debt, and sits on a cash position of more than $300 million heading into earnings.
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.