We have elected to sell our position in Symantec (414 shares) at the opening price of $26.75. Symantec shares have underperformed over the last year or so. The shares rallied to $32.50 in mid-summer but have now declined to their level as of last January. Symantec has been downgraded based on ambivalent channel checks by…
We are selling our position in Impinj (PI) in our model portfolio at Tuesday’s closing price of $27.53. For the most part, our portfolio does not make trading recommendations. On the other hand, when a position spikes substantially in the absence of any specific news, prudence suggests that we pare the position. In this case,…
We want to give subscribers a heads-up on more names on a more timely basis. Today was a day in which the heavens poured earnings. We will provide subscribers with brief thumb-nails of the results of some of the names we follow and invite dialog or questions regarding the results and the outlook for any…