HPE

We made a change in our income/stability portfolio earlier today. As we had some technical issues with the site, we are sending out this notice in arrears. I am sorry it has been delayed. We sold our 900 share position of HPE at $13.09 which raised about $11,770. We used the proceeds to initiate a…

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There have been a variety of news events that may be of interest to some subscribers. I though it might be most convenient to bundle them into a single post. None of these events will be company changing but they have had some modest share price impact. Before starting on the content, please note that…

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HPE HPE reported some reasonably encouraging numbers for its fiscal Q3 on Tuesday afternoon. The shares showed a barely positive reaction after-hours. Readers should remember that HPE is at best a GARP story, and for the most part, its valuation has been at value levels for some years now given the fact that even GARP…

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HPE HPE used to be a holding in our income/stability portfolio. We had sold the shares in our managed accounts back in March at a price of $18.90 after the shares enjoyed a significant run in the wake of a strong quarter. The company reported the results of its April ending quarter Tuesday afternoon. Notionally,…

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There is a famous story about Benjamin Franklin and the framing of the constitution. Dr. Franklin was the oldest and perhaps the most widely accomplished delegate to the Constitutional Convention of 1787. Dr. Franklin was quite feeble by then (He was 81, a great age for most individuals in the 18th century and he could…

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Spring Cleaning

We are making two changes to the high growth portfolio this day. We are selling Red Hat shares at today’s opening price. This will raise about $22,000 in cash and will increase the cash balance in the portfolio to about $30,000. We are also selling 11% of all of the other portfolio holdings at the…

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