The Ticker Target High Growth portfolio made some small changes this morning. We took the Unity position from 2500 shares to 2000 shares. The thought process is the same as we discussed earlier this week. It simply seems as though sentiment is limiting the upside for Unity shares in the short term. I haven’t changed…
The High Growth portfolio made some changes in its holdings this morning. The portfolio reduced its Unity position to 2500 shares-a sale of 1450 shares at $45.69. The sale raised $66.240. and the new weight in the high growth portfolio is 3.5%. While I think Unity shares still do not reflect the success of Axon and…
Yesterday saw 3 companies in the high growth portfolio report. They all beat and they all raised. Really! But stock prices for Braze and Everpure were in reverse after the earnings releases and conference calls. Most of that is likely a function of buying the rumor and selling the news. Snowflake, like Datadog a few…