Investment Decisions - October 2017 - Part 3

I'm always keeping my eye on the luxury retail space looking for opportunities to jump in when a company is facing a lull. Even when they are on a down cycle, luxury retailers still manage to create tangible wealth, which to me shows how strong they are. So in the past month, Nordstrom entered my radar screen as there were some significant events that had taken place.

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Investment Activity Review - May 2016

The play in 2016 has been about interest rates staying low which would logically see the US$ get weaker. Toward the end of the month that narrative was in question as the talking heads at Club Fed started musing that rates may go up again in June if the “numbers” hold up. That concept caused me to make a few moves in the month.

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Investment Activity Review - January 2016 Part 1

The hangover from 2015 was barely clearing when all heck broke loose in January as stocks just nosedived. It’s also got me excited about stocks again as finally some opportunities to put some money to work meaningfully may be at hand.  This post will focus on the Sell and Adding decisions.  I’ll preface everything by saying all these stocks fell in price in January, some more than others and this is what I did with it.

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