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While we don’t generally talk about market rumors (otherwise we would have time to talk about nothing else!), when one of the SSR portfolio’s holdings is the subject of speculation and it moves the share price significantly, we realize that you probably have questions. Read...

The May SSR Monthly Report is now available at the SSR website. There are 2 new portfolio deletions and 2 new portfolio additions to announce. Read more »  ...

It can perhaps get tiring to hear about the importance of proper diversification, but earnings season reemphasizes its importance. While the SSR portfolio posted a nice gain this week, handily beating its benchmark, there were a couple of bumps in the road, so to speak. Read more...

Hedge fund Jana Partners, which has a reputation for being an activist shareholder, recently urged Qualcomm (Group 4: QCOM) to split into two companies in a letter to Qualcomm’s shareholders and board of directors. Hedge funds recommend this kind of action when they believe that...

Mergers and acquisitions (M&A), which are up 25% year over year, grabbed the headlines again this week as several large deals were announced.Seven years removed from the financial crisis, the aftereffects have mostly faded and companies have regained the confidence to make...

The first quarter came to a quiet close this week as quarterly earnings trickled in from a small group of early reporters. The first SSR holding to release earnings was Micron Technology (Group 4: MU), which reported earnings on Wednesday. Read more »  ...

This week was a quiet one in the markets, which is not that unusual given that we are nearing the end of a calendar quarter. In fact, two of the lowest-volume days of 2015 occurred this week. The markets are in wait-and-see mode now that the Federal Reserve has removed the word...

This week was dominated by the actions and words of the Federal Reserve Open Market Committee. The committee removed the word “patient” in describing how it would raise interest rates going forward. Essentially, while interest rates may be increased, the change will be a symbolic...

Though we select stocks for the SSR portfolio based on their individual traits, we realize that industry trends can influence how a stock trades. We see the influence of industry trends on the stocks that pass our screens, both positive and negative. Read more »  ...

As we enter March, we celebrate this aged bull market, which is now six years old. The bull market has left its mark on the SSR portfolio; the portfolio is wealthier for it, but higher valuations have changed the types of companies that pass its screens. Read more »  ...