Reinvesting in these stocks…

The Small Cap index has dropped by about 12% since its November record high…I see this as an opportunity, not a time to panic. Why am I so optimistic and have been for so long?  Because I believe in the strength and resilience of the USA economy.  Today I uploaded a video on YouTube thatContinue reading “Reinvesting in these stocks…”

Bought Ford & Silvergate

As we approach autumn, many pundits are speculating about a stock market correction in September or October, citing the season as overly volatile.  I’m not concerned.  Statistics can be manipulated to support any argument.  The way I interpret the data, Sep-Oct is not more prone to downturns, but when they occur, the drawdowns are moreContinue reading “Bought Ford & Silvergate”

PLURALSIGHT acquired by Vista

This week COVID90 portfolio stock PLURALSIGHT (PS) was officially acquired and taken private by Vista Equity Partners.  The sale price was $22.50/share.  This is the first of the COVID90 stocks I’ve parted with, and if given the choice, I wouldn’t have sold. I think PS could easily have gone to $30. As to my overallContinue reading “PLURALSIGHT acquired by Vista”

Buying the non-Volatility

The Market’s been choppy…but not volatile.  Although there’s been recent selling pressure, volatility as measured by the VIX has been in decline.  In fact, despite the current selloff, the VIX is at its lowest level since pre-COVID February 2020.  That’s an extremely positive market indicator. This drawdown is also characteristic of a 2021 pattern: end-of-monthContinue reading “Buying the non-Volatility”