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.
Taking Stock of the Weakness in Seagate Technology
We’ll follow the EPS All-Stars rules and regulations, but here is what others are saying.
Why Fast AI Chips Still Have to Wait
Storage, networking and optical infrastructure may be less glamorous in the world of AI, but these 8 names keep the traffic moving.
Completing Our Quarterly EPS All-Stars Reconstitution With 8 Buys
We’re adding two new holdings to the Portfolio’s EPS growth-focused basket, and upsizing six others.
Kicking Off All-Stars Reconstitution By Exiting 2 Names
Setting the sun on two holdings as we get ready to bring two new ones into the basket.
Lumentum and Bloom Energy Climb Ahead of EPS All-Stars Reconstitution
Here’s a reminder about our All-Stars reconstitution game plan and timing.
Tech Leads a Subdued Open on a ‘Triple Witching’ Friday
U.S equities are mixed Friday morning with Tech names providing some boost while other names lagged as bond yields rebounded.
A Hawkish Fed Does Little To Soothe Markets
The S&P 500 falls for the 7th time in 8 sessions straining against key downside levels as a more hawkish than expected Fed does little to soften expectations for higher volatility in stock and bond markets.
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.