I make the difficult decision to sell Urban Outfitters as I try to adjust the portfolio to best take advantage of this new investment environment.
Showing up fashionably late to the pot party.
People are always going to want a clean pair of underwear. With that in mind, I took advantage of the recent market sell-off to add this global manufacturing powerhouse to my portfolio.
To make room in the portfolio for Tilly’s, I decided to sell off my position in Big Lots.
A balance sheet stuffed to the brim with cash encourages me to tempt fate and add yet another retailer to the portfolio even as we head into what is looking like a possible retail Armageddon.
Harsh customer reviews prompted me to take what profits I could on this evolving online marketing company.
Looking to raise some cash, I sold off my holding in Medifast .
An interesting play on the coming 5G revolution unexpectedly shows up on my screens.
Abandoned by investors long ago, Canada’s legacy yellow pages company may be quietly transforming itself into a modern digital media, marketing and e-commerce success story.
After watching from the sidelines for the past year, early signs of a turnaround convinced me to take a chance on the recovery of this once promising apparel retailer.
I recently added this chain of sporting apparel and footwear stores to my growing collection of beleaguered US retailers.
I’m hoping to turn weight loss into portfolio gains with this rapidly expanding multi-level marketing company.
After careful consideration, I bought back into Essential Energy Services after abandoning it only a few months earlier. The valuation was simply too low to ignore.
This fashion retailer offers potential value as it continues to grow its online presence and expand its international footprint.
A defensive stock at a reasonable price. This new addition to the mispriced markets portfolio could benefit from the need to upgrade our aging electricity transmission infrastructure.
I have lost faith in a meaningful recovery in the western Canadian oil and gas sector. I have sold my Macro Enterprises and Essential Energy Services and with the money from these sales, have placed my bets on the current market rally losing steam by the end of the year.
The S&P 500 Put options have worked wonderfully over the past two weeks, protecting the portfolio from all losses and even providing some modest gains.
Oil stocks, auto parts, overheated markets and opportunity. A look back at 2017 and a look forward into 2018.