We are gradually scaling deeper into our most recent initiation.
U.S. equity markets are shrugging off the weak yet backwards-looking disappointing retail sales number from this morning.
Jim discusses Cisco's strong earnings report, Wednesday's members-only conference call and initiation of Lam Research, Palo Alto Networks, Home Depot, Goldman Sachs and more!
The results show the negative ramifications of what happens to consumer spending when there is a monetary policy misstep and interest rates are raised at a very inopportune time.
We believe the reading to be exactly what the market needed for increased confidence that the Fed will remain cautious on future rate hikes.
On Wednesday, after the closing bell, Cisco Systems reported a top and bottom line beat with its fiscal second quarter 2019 results.
With a key FDA Advisory Committee recommendation and an agreement to acquire Auris Health, we are incrementally more positive on JNJ.
Jim discusses recent Johnson & Johnson news, the market, and more!
We are bringing LRCX out of the Bullpen and into the portfolio as we use our war-chest of capital to add a new name.
We look forward to our discussion at 11:30 a.m. ET!
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