There is a lot of uncertainty out there, which isn’t an entirely new scenario. We’ll continue to try and play it a little safe right now by keeping all stocks previously rated hold at the same rating.
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Tyler is selling one stock.
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This week’s update is both early and much shorter than normal.
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I’m going to go off on a little tangent this week to share something with you that I think will help put this market, and the action in our stocks, into context.
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For the first time in a while we’ve had a relatively calm week. On average, our portfolio is unchanged from last Thursday’s close.
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Looking at the broad market, it seemed like a calm week. Even a good week! The S&P 500 moved up near all-time highs and even the languishing S&P 600 Small Cap Index broke out of its funk and shot up near 2019 highs the...
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We're making some portfolio adjustments today.
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We're selling two stocks today.
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This is one of those periods when there’s not much going on in the market. Earnings season is essentially over, the summer is winding down, kids are about to go back to school and it feels like fall is right around the corner.
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With earnings season largely over most of our stocks are now moving based on news that affects the broad market, and less on company-specific trends, with a few exceptions.
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The big news that affected the market this week was, of course, the dreaded yield curve inversion. This happens when the 10-year Treasury yield goes below the 2-year yield.
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The market has been up, down and all over the place lately. So have our stocks. Oddly enough, from last Thursday’s close through yesterday’s close our portfolio is relatively unchanged—down just 2% using a simple average of each stock’s weekly return.
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One of the portfolio stocks is being sold.
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Three portfolio stocks report earnings.
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This is a very short message—the point of which is essentially to say we’re not making any dramatic changes in the portfolio right now.
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Two stocks in the portfolio recently reported earnings.
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Our portfolio is outperforming the index by roughly 100%, on average. But we’re not the only ones. Many targeted mutual funds are also demolishing the Russell 2000 Small Cap Index.
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This week marks the beginning of the second-quarter earnings season. I don't foresee any major changes in the trends in any of our companies, but stock price reactions and trends don't always line up in the short term.
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Every now and then one of our stocks is the target of a short report by a myriad of research houses that try to make the case that a company is garbage and its stock is wildly overvalued.
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This week’s market recap is a familiar story—the major big-cap market indices are doing great! But the small cap index is still wallowing in the mud.
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