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.
May CPI Up Largely as Expected, But It’s Not That Simple
Ahead of tomorrow’s U.S. May PPI report, China’s May PPI accelerated further.
May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday
TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.
We’re Tracking 30 Signals Across 9 of Our Pro Portfolio Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
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.
We’re Raising Our Price Target for This Retail Holding
Stellar comp sales underscore the company’s position amid renewed inflation pressures.
We’re Scooping Up More Shares of This Holding
Renewed inflation concerns and lingering tariff pressure play well for this company.