In our last issue before the holiday shopping season hopefully kicks off the next leg of the bull market, today we subtract two underperforming overseas positions and add a mid-cap defense stock recommended by Cabot Explorer Chief Analyst Carl Delfeld. We also put a bow on Q3 earnings season (minus this week’s Nvidia report, of course), which was mostly a force for good among the stocks in our portfolio.

Details inside.

It was a tale of two earnings responses with Eli Lilly (LLY) and Si-Bone (SIBN) yesterday.