Portfolio Update For May 20
There’s no doubt that we are in a volatile period for the very near term. However, we remain focused on firms that have strong cash flow, strategic leadership, and are part of the reopening economy trend in their own right. As Congress gets closer to agreement on an infrastructure package, we will be evaluating related sectors for new opportunities. For now, Dan gives guidance on the open positions in your portfolio, including two positions moved from buy status to a hold.