Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
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.
New Welltower Price Target as Pricing Power Kicks in
We discuss two items we’re watching as we layout where we’d revisit our Two rating.
Our Quick Takes on Welltower, Paccar Earnings Beats
As we await calls for these two Portfolio names (and Boeing), we’ll give our views on how earnings so far confirm our positions.
Earnings Heat Up Amid Conflicting US-Iran Comments: 8 Key Items Shaping the Stock Market Tuesday
Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.
VIDEO: What We’re Watching as a Flurry of Holdings Prepares to Report
Plus, what’s on our Palantir radar screen and an upcoming podcast guest.
Trump Giving Diplomacy ‘Some Space’: 8 Key Items Shaping the Stock Market Monday
Oil falls, single stock futures to come and other headlines are moving stocks this morning.
29 Signals We’re Tracking Across 11 Portfolio Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
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: Welltower’s Technicals Tower Over the Competition
This REIT for senior living just made a new all-time high.