Stock Superstars Report: November Recap & December Portfolio Changes

This week we performed our monthly Stock Superstars Report (SSR) portfolio review and made some changes. For more information on this month’s deletions and additions, read the December SSR Monthly Report available online. November Market Recap In the aftermath of the U.S. presidential election, U.S. stocks, for the most part, have rallied strongly. This is quite…

 

Post-Election Rotation: Trump Bump and Dump

In the weeks leading up to the November 8 presidential election, we noted that, in the event of a surprise result, investors should expect a quick reallocation of resources into sectors and industries expected to benefit from differing policy positions. Well, many would say that the November 8 outcome was a surprise, with Donald Trump…