News/ Market Analysis/ Portfolio Actions
Period Sep 2021 - Dec 2021
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2022 Is Hours Away. We Like The Market Set-Up Into The New Year.
Friday, 31 Dec 2021 10:30 AM EST
Portfolio Action: Adding To Walmart (WMT) On A Recent Technical Development
Thursday, 30 Dec 2021 10:00 AM EST
It Is OK To Be Bullish On Growth Tech Stocks. It's Just A Matter Of Which One.
Thursday, 30 Dec 2021
Wednesday, 29 Dec 2021 Portfolio Action: Being Nimble On Morgan Stanley (MS) - A Trading Strategy
Wednesday, 29 Dec 2021 11:30 AM EST
WIC Portfolio Line-Up Against 2022: What Players Do You Pick For Your Team?
Tuesday, 28 Dec 2021
Monday, 27 Dec 2021 Market Notes: Santa-Claus Rally, Omicron Outlook and Portfolio's Addition of Walmart (WMT)
Monday, 27 Dec 2021 12:00 PM EST
Portfolio Action: Adding to Eli Lilly (LLY), Exiting Pfizer (PFE)
Wednesday, 22 Dec 2021 1:15 PM EST
Wednesday, 22 Dec 2021: Shopping List For The Holidays
Wednesday, 22 Dec 2021 8:00 AM EST
Tuesday, 21st Dec 2021: Understanding Tech Stocks, Portfolio Cutting Salesforce (CRM)
Tuesday, 21 Dec 2021 10:20 AM EST
Monday, 20th Dec 2021: We're Adding To Morgan Stanley (MS) Amid This Omicron-Induced Sell-Off
Monday, 20 Dec 2021 2:45 PM EST
Why We Believe This Stock Is Heading To 27$/Share (F)
Monday, 20th Dec 2021 8:00 AM EST
13th Dec - 17th Dec 2021 Weekly Round-up
Saturday, 18th Dec 2021 4:00 PM EST
The Playbook For 2022: Avoid High Valuation, Stick With Value
Friday, 17 Dec 2021 8:00 AM EST
Adding Thematic Investing To Our Toolbox
Thursday, 16 Dec 2021 8:00 AM EST
Nucor (NUE) Shares Are Getting A "Raw" Deal
Wednesday, 15th Dec 2021 3:15 PM EST
Wednesday, 15th Dec 2021 Portfolio Action: Battling Boeing (BA) At This Level.
Wednesday, 15 Dec 2021 10:30 AM EST
Wednesday, 15th Dec 2021 Market Notes: Decision Day For Market, Eli Lilly (LLY) Investor Day.
Wed, 15th Dec 2021 9:00 AM EST
6th Dec - 10th Dec 2021 Weekly Round-up
Monday, 13 Dec 2021 8:00 AM EST
Friday, 10 Dec 2021 Portfolio Action: Taking Some Apple Off The Table (AAPL)
Friday, 10 Dec 2021 1:20 PM EST
Friday, 10th Dec 2021 Personal Note: A Subscriber Asked About Disney (DIS). Here's What I Said
Friday, 10 Dec 2021 8:00 AM EST
Thursday, 9 Dec 2021 Portfolio Actions: Buy Boeing (BA), Watch Meta Platforms (FB).
Thursday, 9 Dec 2021 10:45 AM EST
Even After A 127% Run In 2021, A Valuation Model Still Shows Ford (F) Being Undervalued
Wednesday, 8 Dec 2021 8:00 EST
Tuesday, 7 Dec 2021: Providing An Update On The State Of The Portfolio.
Tuesday, 07 December 2021 2:30 PM EST
Interest Rates Will Go Higher. This Big Bank Will Get A Boost. Why We Hold Strong Convictions In Wells Fargo (WFC).
Tuesday, 7 Dec 2021 8:00 AM EST
Monday, 6 Dec 2021 Portfolio Actions: Buy Ford (F), Advanced Micro Devices (AMD).
Monday, 6 Dec 2021 10:30 AM EST
29 Nov - 3 Dec Weekly Roundup.
Monday, 6 Dec 2021 8:00 AM EST
Is It Time For Boeing (BA) To Fly? We're Initiating A Position In This Stock.
Friday, 3 Dec 2021 8:00 AM EST
Thursday, 2 Dec 2021 Additional Market Notes: What Stocks We're Looking At.
Thursday, 2 Dec 2021 11:20 AM EST
Thursday, 2 Dec 2021 Market Notes: Putting Price Actions Into Context
Thursday, 2 Dec 2021 8:00 AM EST
Salesforce (CRM) Announced Strong Third Quarter Earning Results
Wednesday, 1 Dec 2021 8:00 AM EST
Adding To Morgan Stanley (MS) Into A Federal Reserve-Induced Sell-Off
Tuesday, 30 Nov 2021 1:50 PM EST
We're Making Another Trip to Disney (DIS)
Tuesday, 30 Nov 2021 8:00 AM EST
22 - 26 November 2021: Weekly Roundup
Monday, 29 Nov 2021 8:00 AM EST
15 - 19 November 2021: Weekly Roundup
Sunday, 21 Nov 2021 8:00 AM EST
Alzheimer's Disease? It's Not The Time To Forget About This Stock - Eli Lilly (LLY)
Friday, 19 Nov 2021 8:00 AM EST
Thursday, 18th Nov 2021: Portfolio Update (F, PYPL, JPM, WFC, MS)
18 Nov 2021 8:00 AM EST
Wednesday, 17th Nov 2021: A Note On Inflation
17 Nov 2021 10:00 AM EST
Why We Have Increased Our Exposure To The Financial Sector
Wednesday, 17 Nov 2021 8:00 EST
We're Adding An ETF To Our Portfolio: Invesco S&P Small Cap 600 Quality ETF (XSHQ)
Tues, 16 Nov 2021 8:00 AM EST
8 - 12 November 2021: Weekly Roundup
Sat, 13 Nov 2021 9:00 PM EST
We're Adding This Semiconductor Manufacturer To Our Portfolio: Skyworks Solutions (SWKS)
Fri, 12 Nov 2021 8:00 AM EST
Using Volatility To Initiate Some Names, Add To Some Key Positions
10 Nov 2021 3:30 PM EST
Kinder Morgan (KMI) Can Be Kind To Our Portfolio As A Stable Income-Generator
10 Nov 2021 11:00 AM EST
Advanced Micro Devices (AMD) Is Showing Its Advanced Status In The Semiconductor Space
8 Nov 2021 3:20 PM EST
8-Nov Portfolio Action: Trimming Some Nucor (NUE)
8 Nov 2021 9:10 AM EST
1 - 5 November 2021: Weekly Round-Up
7 Nov 2021
Let's Look At The Chart of Ford Motors (F) To See How Much Gas It Has Left To Run.
2 Nov 2021 12:00 PM EDT
PayPal (PYPL) May Not Be Paying-Your-Pal Right Now. But It's Not Time To Walk Away.
2 Nov 2021 8:00 AM EDT
25 - 29 October 2021: Weekly Round-Up
30 Oct 2021
Understanding Eli Lilly's Q3 2021 Results
27 Oct 2021
Using weakness to buy a high quality name: Google (GOOGL)
Monday, 25 Oct 2021
18 - 22 October 2021: Weekly Round-Up
23 Oct 2021
21-Oct: Thoughts On The Market, Updates On a Core Holding (Ford Motors - F)
21 Oct 2021 _ 6 PM EDT
We Would be Buying Nucor (NUE) after Earnings Sell-Off
20 Oct 2021 _ 5:00 PM EDT
We Would Look to Buy Paypal (PYPL) after News of Potential Pinterest Acquisition
20 Oct 2021 _ 5:00 PM EDT
Ford Price Target Gets a Boost to 20$ by Credit Suisse; Time for Another Run?
20 Oct 2021 _ 9:30 AM EDT
Source: The Street.com
18-Oct: An Update on Two Core Tech Holdings, Apple (AAPL) and Advanced Micro Devices (AMD)
18 Oct 2021 _ 10:00 PM EDT
Monday, 18-Oct Morning Comments: Apple, China Data, Supply Chain, Energy, Ford (F)
18 Oct 2021 _ 9:20 AM EDT
Morgan Stanley (MS) Reported Q3FY2021 Earnings: Buy Every Dip
14 Oct 2021 _ 2:45 PM EDT
Wells Fargo (WFC) Reported Q3FY2021 Earnings: Be Patient with This Turnaround Story
14 Oct 2021 _ 2:30 PM EDT
14th October Comments: Wells Fargo Earnings Report, Supply Chain, FOMC Minutes
14 Oct 2021 _ 10:00 AM EDT
Portfolio Update: Sell FANG, ABBV; Initiate AMAT
12 Oct 2021 _ 3:50 PM EDT
8th October Comments: Our Take on the Disappointing September Jobs Report
8 Oct 2021 _ 1:00 PM EDT
Market Appears to be Overlooking the Chip Shortage for Ford Motors (F)
8 Oct 2021 _ 9:30 AM EDT
7th October Comments: Debt Ceiling, Ford (F) and General Motors (GM)
7 Oct 2021 _ 11:45 AM EDT
An Analysis of General Motors (GM)'s First Day of 2021 Investor Event
6 Oct 2021 9:00 PM EDT
Bao gồm bản dịch Tiếng Việt
An Update on a Best-of-Breed Steel Producer: Nucor (NUE)
6 Oct 2021 3:00 PM EDT
Update on Ford Motors (F) and General Motors (GM)
5 Oct 2021 _ 10:00 AM EDT
What to look ahead in October for our portfolio
29 Sep 2021 _ 8:30 AM EDT
Preparing For Tumultuous Few Days Ahead
29 Sep 2021 _ 8:30 AM EDT
Portfolio Action: Pulling out of American Eagle Outfitters (AEO)
23 Sep 2021 _ 8:30 AM EDT
Salesforce (CRM) Had a Successful Analysts' Day Yesterday. The Analysts are Busy Today.
24 Sep 2021 9:30 AM EDT By Mike Le
Recent Changes to Portfolio: Initiating Disney (DIS), Eli Lilly (LLY)
23 Sep 2021 _ 8:30 PM EDT
Ford (F) announces closing of unprofitable manufacturing business in India
9 Sep 2021 12:15 PM EDT
Updates on Boeing (BA) and Abbvie (ABBV) to Start the Week
7 September 2021
The Economy Added Fewer-Than-Expected Jobs in August
3 September 2021
American Eagle Outfitters Disappoints on Earnings (AEO)
2 September 2021_5:00 PM EDT
Using the Current Sell-Off in Abbvie (ABBV) to Initiate Position
1 Sep 2021_3:00 PM EDT
Breaking Down the Current Sell-Off in Wells Fargo (WFC)
1 Sep 2021_11:20 AM EDT
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