The charts and the comparative commentary will return shortly. Sorry for the interruption, but we want to provide subscribers with a better experience and we need to re-do the format of the charts and automate their preparation so they are more legible and are less likely to have calculational errors. Last week started with what…
As we had previously discussed we have finally eliminated the position in CTXS shares that we had held at Friday’s closing price of $103.22. While I do not feel that the Citrix dividend is at risk, the company’s transitions have apparently been mis-managed and have led to multiple guide-downs. I think it is better to…
As many readers will have seen, Oracle shares gapped up a bit on news that it has been selected by our government and by ByteDance to negotiate a partnership with TikTok. The nature of the partnership is quite undefined. The value add that Oracle might bring to such a partnership, other than its name is…
Melt-ups-should readers take some profits? I have gotten quite a number of questions regarding what readers ought to do in the wake of the melt-up over the past several weeks. I try to avoid making market calls; my own experience is that for every accurate call made by a market strategist, another one fails. I…