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.
Stocks Snap Four-Day Skid Despite Hot CPI, Attention Turns to the FOMC
US equities see broad gains led by megacaps despite markets locking in a September rate hike with at least two more priced over the next year.
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.
Our All-Stars Basket Crosses into the Black
Consensus EPS targets for the holdings point to more upside ahead.
It’s Time to Increase Exposure to Micron
Buying Micron is the next best step in the memory and storage trade.
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.
Weekly Roundup: When Earnings, Rates, and Oil Collide
We closed out a profitable position, added to two others, and adjusted several price targets. Here’s what we’re watching next.
Chart of the Day: Micron Comes Down With a Bout of Volatility
The big DRAM company has strong earnings and growth but investors are wondering just for how long that will be.
High-Stakes Fighting in Hormuz; Hostage to Hynix; Fading ‘Memory’ Basket?
Here’s how I’m handling my memory/storage trades as DRAM ETF, stocks like SanDisk take a hit; also let’s check Iran, the Fed and bank earnings.
Chip Heavyweight Hynix Projected for $28 Billion Record IPO
Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.