JPMorgan Lifts Price Targets for 2 Portfolio Holdings as Iran Tensions Rise
Here are the upcoming reporting dates for the Portfolio’s holdings.
Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season
We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.
June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.
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.