Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season
We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.
June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.
Executing Part 2 of Our Quarterly EPS All-Stars Reconstitution Process
Adding two new holdings to the Portfolio’s EPS growth-focused basket, upsizing 4 others
When Will the Nasdaq Be Oversold?
Let’s answer a reader’s important question today about the Nasdaq.
Hot Money Rotates to Keep the Market Running
Rolling updates on negotiations with Iran seem to have lost their meaning.
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.