Investing Notes

05/14/2022

Given the volatility in the markets, I’ve decided to start occasionally posting some investing notes. These will sometimes be on individual companies, and sometimes on more asset allocation-related things. None of it will be a recommendation to buy or sell anything, but it’s something that I hope will add value to subscribers that either invest your own or other people’s capital.

To start, below is a watch list that may have some companies worth looking into, as well as a brief note on a company and its share repurchases during the first quarter.

Disclosure: I am a portfolio manager at Sorfis Investments, LLC (“Sorfis”) and clients of Sorfis may own shares of stock in a company or companies mentioned in either the post below or links associated with the post below. I may in the future buy or sell shares for myself or clients and am under no obligation to update those activities. This is for information and entertainment purposes only, and is not a recommendation to buy or sell a security. Please do your own research before making an investment decision, or consult a qualified financial advisor.