Trimming One Holding, Adding to Another as We Boost Our Rating
A new overbought condition and rekindling inflation pressures drive these moves
After a Tough Run for the $10K Portfolio, Time to Get Back in the Win Column
From up 32% to slightly underwater, here’s what recently went awry — and what’s next.
Here’s My Buy Price for GE After Stellar Report
Wall Street is being a bit severe on this name — the results were outstanding and the guidance jaw-dropping. Here’s where I would buy it.
New Applied Materials Checkpoint as We Update Our Portfolio Table
We’ve refreshed consensus EPS estimates, potential pick-up points, beta, RSI levels and more for each holding.
The Infrastructure Trade Nobody’s Talking About
What if the next infrastructure winners aren’t AI ones? Let’s grade stocks in an overlooked sub-sector.
Tech Trade Gets Thorny; Hynix Hit; U.S. to Ramp Up Fight With Iran?
Here’s how I’m handle the tech trade as it gets tough; also, let’s check the latest with Iran, the semis and … some good news on inflationary data.
Chips Under Pressure as Rotation Remains the Key Market Theme
This is not unhealthy action. Here’s how I’m playing it.
A Pop in PayPal Despite a Sloppy Market
Since I recommended PayPal, it was up nicely, until today’s takeover talk, which sent shares up even more.
This ETF Says It Beats the Market. Here’s the Catch.
AVUV bets on cheap, small stocks besting the market. The edge is real, but streaky. Here’s who should consider it.