Portfolio tweaks for a post-Trump Xmas rally
Smart investors see through market sentiment shifts
The Steak ‘n’ Shake and Western Sizzlin’ owner has a strong track record.
Despite margin pressure, Verizon is still a great holding.
Ford, GE and Intel still look attractive in this choppy market.
Outside of mining stocks, I’m staying cautious.
There’s a big difference between secular and cyclical tech trends.
Crabtree Technology Portfolio manager Barry Randall quoted by Forbes.
Like PCs, the handset hardware business is moving toward a zero-margin business.
Expect a bumpy ride for stocks given the coming Washington budget drama.
Looking for stocks representing broader market and secular trends
Here’s how some key holdings performed in the latest earnings season.