CHANGES

Square shares are on a spike today and have reached beyond $126. We are selling our position of 215 shares at $126 at this point. This is congruent with the strategy that has been outlined in the last weekly portfolio commentary. There is nothing wrong with Square whatsoever. We have no reason to believe it…

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Oklahoma was an American musical, the first collaboration between Rodgers and Hammerstein that was initially performed in 1943. There is a song in the show called, “Everything’s up to date in Kansas City.” The context really doesn’t matter too much, but one of the lines in the song goes, “they’ve gone about as fer as…

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Occasionally in this very volatile time, some stocks in our portfolio spike, and reach valuations not completely based on fundamentals. So it seems to us has been the recent stock price history of DocuSign. Since the company reported earnings on 3/12, the shares have spiked  40%. There is a lot to like about DocuSign and…

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As we indicated in a prior post, we have taken advantage in the valuation spike in the shares of CTXS to sell our position. We had 145 shares of Citrix that we had acquired in October 2018 at $103. We were able to sell the shares during the spike on Thursday at $131-not perhaps the…

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As mentioned, we are making a change in our high-growth portfolio. We are selling our position in Cloudera and buying CRWD at the closing prices of Tuesday. We had 1500 shares of CLDR in the portfolio which we sold for $11.90. That raised $17.850. This was a noticeable loss from our initial investment but represented…

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As mentioned in yesterday’s post, we had plans to sell our LOGM position if the shares traded above $82. They have indeed reached that level and we sold our position of 195 shares for $82.95. This raised $16, 175.  We are replacing the LOGM position with the purchase of 105 shares Dassault Systemie (DASTY) at…

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As noted in earlier posts, we are making some changes to the Income/Stability portfolio which will be reflected when we next send the charts after the close on Nov. 22. Specifically, we have sold 328 shares of Cisco at the closing price as of Thursday, November 14th or $44.91. That sale aggregated proceeds of $14,730. We…

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We are selling our position in Infosys (INFY) at Monday’s closing price of $9.29. We are deeply disappointed by the allegations that have been raised against the company and its CEO. If true, the allegations essentially challenge the company’s reports and suggest that it has been overstating revenues and earnings during the administration of the…

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