Quick Note: The Top 10 Tear Sheet for the Disciplined Growth Portfolio has been updated and is available below. Additionally, you can access the entire updated Disciplined Growth Portfolio using the following link (below). One new purchase has been added to the portfolio.
Paylocity: +14% on Strong Earnings Results
Quick Note: Aspen Aerogels +25% on Strong Earnings
ServiceNow Earnings Note: Great Business, But What About the Valuation?
Meta Earnings Note: 5 Takeaways
Quick Note: Celsius - Pepsi Partnership
Pure Storage: AI Growth Accelerating
New Sale: Sold Half of this Aggressive Growth Stock
Quick Note: I sold half of my shares of this highly successful aggressive growth stock. The reason is mainly because the price has run up so fast and the number of short-sellers (people betting against it) is extremely high. This could be an epic mistake on my part, but it feels like this one has gotten way ahead of itself (despite the fact that it is backed by an enormous mega trend.
Quick Note: Top Performing Stocks with Highest Short Interest
Quick Note: The following table shows stocks that have returned at least 50% over the last 1-year, but also have at least 5% short interest (i.e. people “betting against the shares”). The table is sorted by market cap, and we also included the “Magnificent 7” for comparison purposes. Lots of good data in the table, including analyst ratings, upside versus price targets and various valuation metrics, to name a few.
Top Growth Stocks, Most Upside (per Wall Street Analysts)
Quick Note: Meta Up +15% on Earnings
Investing on Sabbatical: 5 Huge Tax Savings Tips
Donor Advised Funds: 5 Big Tax Benefits
Quick Note: Updated BDC Data
Quick Note: Sharing some updated BDC data as of today’s close. Yields remain attractively high, yet valuations are not particularly low, as much of the group is benefiting from increased investment income from floating rate loans while their own debts are fixed rate with some time before much of it resets higher.
Quick Note: 2 New Buys, Disciplined Growth Portfoliio
Disciplined Growth Portfolio - January Update
Quick Note: New Purchase (Disciplined Growth Portfolio)
Quick Note: Growth Stocks with Most Upside Versus Price Targets
Quick Note: Non-Mega-Cap Chip-Stock Data
Quick Note: A lot of mumblings about mega-cap stocks due for some mean reversion and underperformance in 2024, following an amazing 2023 (so far). In the semiconductor space (i.e. chip stocks), mega-caps like Nvidia and AMD have dominated, and for good reason (i.e. their tie in to explosive growth in data centers related to Artificial Intelligence demand for chips). In this quick note, we share data on 60 chips stocks (including large, mid and small caps), and some thoughts on which names could benefit in 2024.
Quick Note: 100 Big-Yield REITs, Down Big
Quick Note: Sharing data on over 100 big-yield REITs, sorted by industry group. As you can see, performance has been horrendous over the last two years, for some groups more than others. The unusual 1-2-3 punch or rising interest rates, an uncertain economy and the winds of secular change (for example, work-from-home and online shopping) have all played a big part.