Weekly Roundup: September Is Living Up to Its Reputation
During the week of challenging developments, we refreshed out shopping list, exited one holding and added to four others.
Rise in Diesel Prices Becomes Headwind for Margins and Earnings
Duration remains a key, but year-over-year increases are flashing a yellow light
Bank of America Sends Interest Rate Warning: 8 Key Items Shaping the Stock Market Tuesday
Amazon’s Prime Big Deal Day news, crypto’s big vote and other headlines moving the market this morning.
Weekly Roundup: A Good Week to Lose Less as Market Stumbles
During a week of outperformance vs. the S&P, we closed out one holding, locking in substantial gains that rebuilt our cash position.
Locking in Gains on a Construction Play as Rate Concerns Mount
We are also downgrading the rating ahead of tomorrow’s August CPI report and next week’s Fed meeting
August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.
Selling Palantir at a Big Profit to Increase Our Cash on Hand
The risk to reward tradeoff leads to us to downgrade our rating as well.
We’re Picking Up More Shares of This Holding
We continue to favor the inelastic business model for the core residential business while the Healthcare Solutions unit benefits from the aging-of-the-population tailwind.
Weekly Roundup: Geopolitics Wins Out, But Portfolio Continues to Outperform
We added to three holdings and laid out what we’re watching for several others.
Key Levels for 9 Holdings in a Stressed Market
Market conditions and cash on hand will dictate if and when we make any moves.