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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 »  ...

The March SSR Monthly Report is now available at the SSR website. There is one new portfolio deletion and one new portfolio addition to announce. Read more »  ...

We’ve been noticing the price volatility in airline stocks recently and believe it is related to the volatility of oil prices. As you know, fuel prices have a significant effect on an airline company’s profitability. In economic speak, fuel prices are known as an input. Read...

The reason why is twofold. Investors dislike uncertainty. When a company’s outlook becomes murkier, investors demand more compensation in terms of a lower share price. Read more »  ...

Earnings estimates always take the spotlight each earnings season, with many market participants focused on how a company has performed relative to expectations. Within the SSR portfolio… Read more »  ...

The famous train song “Midnight Special” (recorded by Credence Clearwater Revival and many others) comes to mind as we announce our latest addition to the SSR portfolio. Read more »  ...

What do Tom Brady and the European Central Bank (ECB) have in common? They have both been fighting rumors of deflation in their respective arenas. Tom Brady, of course, is the quarterback of the Super Bowl-bound New England Patriots, and he is being accused of illegally deflating...

The January SSR Monthly Report is now available at the SSR website. There is one new portfolio deletion and one new portfolio addition to announce. Read more »  ...

You may or may not have noticed, but Santa has done some solid lifting since our last update on December 19 and pushed stocks higher. The end result was that the SSR portfolio is up 0.4% while the benchmark iShares Dow Jones U.S. fund (IYY) is up 0.2%. Oil continues to be a theme...