I decide to climb out before I dig myself any deeper into this hole.
Stock market declines have me singing a cheerier tune and adding four new stocks to the portfolio while one gets squeezed out.
A deteriorating near-term outlook has me switching lanes.
I’m taking a dimmer view of market conditions than most, but nonetheless manage to find something sparkly to add to the portfolio.
I sell Essential Energy Services and double down on Linamar and Foot Locker. I claim to rarely be mistaken even though I am frequently wrong. I wonder whether overweighting cash is really a defensive move in this environment and I use my new stock screening spreadsheet to showcase the process I use to find new investments.
A significant acquisition weakens the balance sheet and has me looking for greener pastures.
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.
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.
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.
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.
I move to the sidelines as the company invests more heavily in its cannabis 2.0 future.
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.
First quarter results that came in below my expectations have me rethinking my position in this company.