The call will be at 11:30 a.m. ET Monday, December 17th.
We need cash to give us optionality to buy a market pullback scenario, but we also need to let our winners run.
Jim discusses our financials, our WestRock trim, and more!
The CPI gauges price changes from the consumer's viewpoint.
We'll take advantage of the market's early strength to sell shares of a weaker name and raise cash.
Deutsche Bank analysts walked away from their meeting with CEO Nikesh Arora bullish on the company's stock.
Jim discusses Apple's move on Monday, CVS Health, our decision to trim WestRock into the market's open, and more!
These results follow increases in October and September.
With the market showing strength this morning, we find it necessary to sell some of a losing position we are less confident about, so we can rebuild our cash position.
We look at Apple, Facebook, Raytheon, BP and WestRock.
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