Excellent returns in 2021. Could value make a comeback? A big project promises to keep me busy.
Author: mispriced markets
An exciting play in the technology sector uses up the last of my excess cash.
With the threat of inflation lurking in the shadows, a dose of some good old “rocks and trees” can’t hurt the portfolio.
In an effort to clean house and focus in on my highest conviction ideas, I sell Melcor Developments and Casa Systems. I explore the state of the markets, discuss the findings from my latest quarterly review and map out my strategy going forward.
I take advantage of a widening valuation disparity to switch horses, selling my Genesco at a tidy profit and moving that money into Foot Locker.
Strong commodity prices offer a good exit point.
It is with some regret that I sell my Cervus Equipment shares into the recent takeover offer.
In this bizarre feast or famine covid economy, I bypass many of the more obvious winners and instead add a covid casualty to the portfolio, hoping that a reopening of the economy will fuel a recovery in this company’s fortunes.
To commemorate the 25th anniversary of my initial foray into the markets, I look back at my experiences over the past two and a half decades and dive into a little more detail on my historical returns, hoping for some insight into what the future might bring.
Lessons learned from a year of crisis and an optimistic look at the road ahead.
A 300% gain from this alternative lender puts it on the plus side of the ledger.
Kohl’s stock has performed very well in the 4 months that I’ve owned it and may have already priced in a good portion of its presumed post-covid recovery. Given the uncertainty that still surrounds this company, the economy and the fate of the department store model in general, I decided to take my profits early.
A stunning stock market recovery caps a surreal year in the markets and offers me a golden opportunity to take a little risk off the table.
Unpleasant news from both these companies has me re-thinking my exposure to these speculative growth stories and selling out at a loss.
I get my hands dirty with a manufacturing company and use some recent share price strength to take profits on two of my existing holdings.
Sold on its merits, I add Omnicom to the fold.
I move to the sidelines as the company invests more heavily in its cannabis 2.0 future.
I cast a critical eye on my recent performance and uncover some interesting stats from a pile of old brokerage statements.
I take a comprehensive look at the retail sector in the United States. In the end, two new names enter the portfolio and four existing holdings get the boot.
A play on natural gas finds its way into the portfolio and I bid adieu to an old friend.