VIDEO: Palantir Upgrade Draws Connection to Nvidia Valuation
Plus, the market is starting to re-think the number of Fed rate hikes ahead.
Weekly Roundup: What We’re Watching as Markets Get Jiggy
We locked in massive gains on two positions and added to two beaten-down holdings.
Chart of the Day: Don’t Fall Asleep on United Rentals
The company has not had a letdown since posting strong earnings in April.
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.
Weekly Roundup: How We’re Navigating the Fed’s Hawkish Pivot and Iran Risk
We locked in big gains, raised a few price targets, and extended our lead over the S&P 500 this week.
New Price Target for This Construction Name After Promising Spending Update
Why we’re not pulling the trigger on the shares just yet.
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.