Latest in Trimmed
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We trimmed 3 stocks, bought more of another in this week's overbought market
Here's a cheat sheet of this week's portfolio trades, including a purchase of an industrial name ahead of its earnings report.CNBC - 11h -
We're trimming a 2025 top gainer, taking profits on the market's rotation into health stocks
With the stock trading near $90 on Monday, we don't think the risk/reward is as good as our low $80 upgrade.CNBC - 5d -
We're trimming a disappointing stock that has rallied as major overhangs eased
We're acting on our investing discipline with the market entering overbought territory.CNBC - Jan. 24 -
Bond investors are trimming ‘Magnificent Seven’ holdings — with one exception
Corporate bond investors have been trimming their holdings of bonds issued by the “Magnificent Seven,” with one exception, since the November presidential election — a trend that has continued into ...MarketWatch - Jan. 23 -
We're trimming our stake in a beaten-up stock that has taken off in 2025
The stock is our top-performing holding in the new year.CNBC - Jan. 6