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Longs AAPL KBH GLPI KR CMG CSIQ AET ALXN APC APO AXL BID CENX COST CREE CSC D DLR HUN IWM INTU Shorts AFL BMY CL CTSH DKS EQT ESRX FBHS GPOR KORS LEN MCK MJN OXY PNR QCOM RRC …
Who You Calling Chicken? This Tyrannosaurus Rex, that looks very much like a fire rooster, is the bird’s predecessor. So the Rallysaurus, which some would argue began the market’s road to extinction today, may just be a rooster in dinosaur’s …
***Note: Sold OIH at 33.03 all gone ***Sold ½ KBH at 16.28 have ½ position left ***Sold 1/3 IFN at 22.87 ***Note: Seems best to say that capital preservation for now makes most sense and that any new positions we …
Longs MCD USG FEYE TRIP GPRO ATI VNO FXI CENX CSC KLAC SYK WDC YUM STX Shorts RRC CTSH EQT MYGN GPOR BMY CL CVS STZ JWN NFX MJN ESRX
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The NASDAQ 100 All Stars model closed up +6.34% on the week. The NASDAQ closed up 2.07%. The model leads the QQQ by about 1% year-to-date. The All Stars model strongly out-performed the benchmark this week. NVidia (NVDA) put in …
The ETF Complete model closed the week up +2.0% compared to the SPY which closed up +1.0%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2%. The market, fueled both by strong earnings and by optimism over …
The country models were up on the week on average about +2.6%. The benchmark was up +1.2%. Year-to-date, both county models are beating the benchmark by a small margin. The market, fueled both by strong earnings and by optimism over …
The Sector models closed between +2.36% (Conservative) and +4.65% (Aggressive) on the week. The SPY closed up +0.98% on the week. The market, fueled both by strong earnings and by optimism over changes in Washington, finally broke out the narrow …
Fire Eaters and Bubble Watchers Two men a-bridged toe to toe. Both men gaze up at a wall. One man sees friends. The other man sees foes. Which one is right? We’d all like to know. Last week we delved …