First, let me apologize or explain to subscribers. I did not start this day anticipating making any change in the portfolio. But Trade Desk shares took off during the course of the day-they have risen by more than 9%. There was no news to account for this spike-not on Bloomberg, not on Briefing, or SA.…
What to make of the market in these days of tumult. I appreciate that some of the subscribers have offered encouragement and positive words to this analyst. But this hasn’t been an easy period to invest in the high-growth IT space. In fact, it hasn’t been a particularly easy period in which to invest in…
Cognizant (CTSH) We are buying 200 shares of Cognizant (CTSH) in our income/stability portfolio, using up our cash balance, and a little more. We are buying the shares at a price of $64.63, the closing price on Monday, which will take $12,926. We had sold Cognizant shares back in August at $75/share in the wake…