Laying the Groundwork for 2 Holdings on Our Shopping List
These are the data points we’ll be watching for as we continue to follow the technical setups.
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.
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.
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.
Putting Capital to Work Following Wednesday’s Economic Data
We’re making small buys on four holdings, and watching these other two closely.
Why Now Is the Time for Us to Do Some Homework on SpaceX
Here are our thoughts on the market, our shopping list, Paccar, and a potential new name.
Pressures Mounting as Market Moves Toward Potential Seasonal Low
We’re staying on the sidelines until we have more clarity on several macro developments.
4 Holdings to Watch Closely in Pursuit of Opportunity
Three on our shopping list and one in an overbought condition ahead of a big event this week.
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.