We’re selling half of a retail holding to get into an undervalued health care stock

We’re selling half of a retail holding to get into an undervalued health care stock



The high grading of our portfolio continued Wednesday morning, with the moves made on American Eagle Outfitters and Johnson & Johnson.



Source

Lululemon reports weak guidance as proxy battle, tariffs weigh on bottom line
Business

Lululemon reports weak guidance as proxy battle, tariffs weigh on bottom line

Lululemon offered a weak 2026 outlook on Tuesday as tariffs, higher expenses and a dramatic proxy battle with its founder weigh on its bottom line.  The athleisure company’s guidance for both the current quarter and the fiscal year came in lower than expected on the top and bottom lines.  Lululemon is expecting first quarter sales […]

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Nissan joins Toyota, Honda in plans to export U.S. cars to Japan
Business

Nissan joins Toyota, Honda in plans to export U.S. cars to Japan

The Nissan Murano is seen at the New York International Auto Show on April 16, 2025. Danielle DeVries | CNBC DETROIT — Nissan Motor plans to join fellow Japanese automakers Toyota Motor and Honda Motor in exporting U.S.-produced vehicles to Japan following changes to the country’s vehicle import rules reached through a trade deal last […]

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Apartment concessions hit highest level in over a decade
Business

Apartment concessions hit highest level in over a decade

Key Points Nationwide, 16.6% of stabilized apartments offered concessions in January, according to RealPage Market Analytics. That’s an increase from December as high supply and weakening renter demand dent the multifamily market. The average January discount was 10.7%, or roughly five weeks of free rent. A version of this article first appeared in the CNBC […]

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