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.
Looking across the valley to the other side of this crisis, I plan for an eventual recovery and add 5 new stocks to the portfolio: Teck Resources, Magellan Aerospace, Foot Locker, Adcore Inc and PHX Energy Services.
First quarter results that came in below my expectations have me rethinking my position in this company.
The combination of a quick return on my initial investment and a rapidly deteriorating industry outlook prompts me to beat a hasty retreat.