“It’s a real pleasure to earn the trust of your customers slowly over time by doing what’s right.” – Charlie Munger
Market Commentary: It is a good time to take some deep breaths and maintain your discipline.
Here is a link to the FOX Business segment from 12/27 where I share my current best companies to consider and overall market views. Economic data and market clues: Nothing to say here other than Happy New year!Take this week’s portfolio window dressing with a huge grain of salt. Magnet® : Immersion IMMR Technip FTI FTIGeneDX Holdings WGS FACTS:Generac GNRCCelestica CLSVistra VST For more information, contact us.More By This Author:“I’d Be A Bum On The Street With A Tin Cup If The Markets Were Always Efficient.” – Warren Buffett
Be Careful In This Unforgiving Market. The Tide Is Turning.
The Music Has Become Louder And Faster – Not The Time To Chase