Happy New Year!
Posted: Sun Jan 01, 2023 12:58 pm
2023 should be another good year for the energy sector in general and our three model portfolio companies are all in much better shape than they were a year ago.
I probably am going to move two of the Sweet 16 to our High Yield Income Portfolio and promote two companies from the Small-Cap Growth Portfolio. I will decide for sure on Tuesday.
For those of you that own the gassers, you should listen to Joe Bastardi's Saturday Summary. He is now forecasting a weather pattern shift that will bring much colder temperatures and lots of snow to the eastern half of the U.S. by mid-January. Here is the link: https://www.weatherbell.com/premium/
I probably am going to move two of the Sweet 16 to our High Yield Income Portfolio and promote two companies from the Small-Cap Growth Portfolio. I will decide for sure on Tuesday.
For those of you that own the gassers, you should listen to Joe Bastardi's Saturday Summary. He is now forecasting a weather pattern shift that will bring much colder temperatures and lots of snow to the eastern half of the U.S. by mid-January. Here is the link: https://www.weatherbell.com/premium/