Recent Portfolio Updates

A few quick updates: Growth Allocation I bought a position in Check Point Software Technology (CHKP) this morning after the stock got knocked down following their earnings release.  Check Point is one of the oldest Cybersecurity companies out there and is the global leader in unified threat management (UTM) – things like firewalls, network security,…

What’s Catching My Eye This Week

As the stock market has climbed over the past few weeks, I’ve lightened up on some of our bigger winners simply because they’re pretty stretched at this point (sell high).  But I’m also always looking for new opportunities in stuff that’s gotten roughed up in which to invest (buy low). I used the big rally…