Lion

Market Updates

Directly from Dexter Lyons, Portfolio Manager

Market Update: 04-19-21

Fed Steps on the Gas!      More Rotation!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 18, 2021.  We are in the earnings reporting season, so my risk management discipline is to sell a company before they report earnings, and I have been doing a lot of that lately. … Market Update: 04-19-21 Read More »

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Market Update: 04-13-21

Event or Trend?   Growth Accumulation!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 11, 2021. I see a slow transition from value, cyclical, and small-cap stocks back into growth, which is a welcome change.  Since January, I have witnessed money flowing out of many of last year’s growth … Market Update: 04-13-21 Read More »

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Market Update: 04-05-21

Higher Highs!   Looking Good!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 4, 2021.  Here is a link to the 1st Quarter Issachar Fund Fact Sheet.  The Issachar Fund Institutional share class (LIOTX) should now be available for purchase at Schwab, TDA, and Fidelity.  I have been buying … Market Update: 04-05-21 Read More »

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Market Update: 03-29-21

The Issachar Fund (LIONX & LIOTX) is lightly invested on Sunday, March 28, 2021.  The rotation trade out of last year’s winners (tech) into last year’s losers (value/cyclical) is still ongoing, and oil is looking better.  It has been a choppy market in 2021, but I believe the worst may be behind us, and the … Market Update: 03-29-21 Read More »

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Market Update: 03-22-21

The Issachar Fund (LIONX & LIOTX) is 75% invested in 49 stocks (25% Cash) on Sunday, March 21, 2021, with $63mil in AUM @ $11.98/shr.  From 10/30/20 to 3/17/21, oil was up over 73%, then had its worst drop on Thursday by over -7.5%.  On Friday, oil prices rebounded over 3% higher, and I believe … Market Update: 03-22-21 Read More »

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Market Update: 03-15-21

Reopen Trade Leading!   Stay at Home Trade Lagging!        The Issachar Fund (LIONX & LIOTX) is 95% invested (5% Cash) on Sunday, March 14, 2021, with $66mil in AUM @ $12.54/shr.  After exiting the lagging large-cap “stay at home” stocks that had performed well for us, I repositioned Issachar to the “reopen” stocks that appear … Market Update: 03-15-21 Read More »

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Market Update: 03-08-21

Fear to Cheer!  Correction Over? The Issachar Fund (LIONX & LIOTX) is 100% in Cash on Sunday, March 7, 2021, with $64mil in AUM @ $12.30/shr.  Sell stops were triggered last week, so I followed my discipline and exited positions.  Many indexes traded below their respective 50-day moving averages on above-average volume by Thursday as … Market Update: 03-08-21 Read More »

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Market Update: 03-01-21

The Issachar Fund (LIONX & LIOTX) is 25% invested (75% Cash) in 19 growth stocks on Sunday, February 28, 2021, with $55mil in AUM @ $12.52/shr. US Treasury 20yr bond yields have been rising since January, and the stock market seemed to be okay as it continued higher.  However, last Monday through Thursday, yields spiked … Market Update: 03-01-21 Read More »

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Market Update: 02-22-21

The Issachar Fund (LIONX, BRI, ESG) is 98% invested (2% Cash) in 44 leading growth stocks on Sunday, February 21, 2021, with $59mil in AUM @ $13.51/shr.  I sold a few stocks before their earnings announcements last week to avoid any potential negative surprises.  Consequently, I would rather miss out on a gap up in … Market Update: 02-22-21 Read More »

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Market Update: 02-16-21

The Issachar Fund (LIONX, BRI, ESG) is 93% invested (7% Cash) in 44 leading growth stocks on Sunday, February 14, 2021, with $59mil in AUM.  The indexes are stretched but not broken, and it appears there is still room to run higher.  I sold a few stocks that had exceeded my expectations, and I expect … Market Update: 02-16-21 Read More »

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