In this month's issue, I introduce two new stocks, recommend selling two stocks and change one position from Buy to Hold. I'm consciously changing the portfolio into more defensive stocks to guard against inflationary fears.
June 14, 2018
There is one change today: from hold to sell at 111.5.
Signet Jewelers (SIG) fell dramatically upon news surrounding the fourth-quarter earnings release. The fourth-quarter numbers were not the problem, but there were additional announcements. View Bulletin