Author: John Pugliano
-
Stocking the Candy Bowl for Halloween
Today we added to nine companies we already own and opened small new positions in two more — each purchase was about 0.25% of the portfolio, put to work from cash reserves. The nine additions are must-haves. Microsoft, Amazon, and Meta in technology. JPMorgan in banking. Intuitive Surgical in medical devices. General Dynamics, Trane, Rockwell…