Lion

MARKET UPDATES

Directly from Dexter Lyons, Portfolio Manager

Market Update: 01-27-20

The Issachar Fund (LIONX), is about 35% invested in a diverse group of 22 individual growth stocks.  I “rang the register” last week and realized some stock gains in LIONX as the market appeared vulnerable to some profit taking.  I am comfortable with current positions but will not hesitate to sell more stocks should the market sell-off escalate to unacceptable levels of risk.  I define risk as potential loss and my job is to manage the risk while letting the market determine the return.  The market was down a little …

Market Update: 01-22-20

Here is a link to the latest 4th Quarter Issachar Fund Fact Sheet The Issachar Fund (LIONX), is about 70% invested in a diverse group of individual growth stocks.  I sold the index Short that was not helping returns as the Fed “stepped back on the gas pedal”.  I have been tweaking the portfolio recently, seeking to lock in some gains ahead of earnings announcements and buying stocks that have already reported good results.  I have been buying stocks that have consistently increased their sales and earnings for the last two …

Market Update: 01-13-20

Here is a link to the latest 4th Quarter Issachar Fund Fact Sheet The Issachar Fund (LIONX), is 70% invested in a group of growth stocks with a 30% Short in technology.  I reduced exposure last week to lock in profits as I believe the market appears ready for a pull-back.  No one that I know has ever gone broke taking profits.  I added a 30% technology index short as I believe stocks look a little extended and could be subject to some profit taking so this short is designed to …

Market Update: 01-06-20

The Issachar Fund (LIONX), is fully invested in growth stocks.  I sold the 10% index short because I became convinced the market was heading higher.  I was expecting the market to sell off on the 1st trading day of the year as investors may have deferred taxable gains into the new year but the market rallied about 1% instead.  That told me there were more buyers than sellers, which led me to believe the market still had a little “gas left in the tank”.  However, possible Iranian retaliation after the …

Market Update: 12-30-19

The Issachar Fund (LIONX), holds 90% growth stocks and a 10% index short.  I sold several stocks that were not performing as expected and I added an index short as a hedge.  Hedging could potentially create profits during a market decline.  If indexes take a steep dive in January, I do not believe the hedging will make the fund money as much as I believe hedging will allow the fund to lose less.  The market is extended, and I believe is due for some profit taking but I do not …

Market Update: 12-23-19

Click here to watch “My Strategy”. The Issachar Fund (LIONX), is fully invested in growth stocks!  I sold the index short because I became more convinced that this market may be headed higher.  A large majority of LIONX stocks have at least two consecutive quarters of increasing sales and earnings AND double-digit earnings estimates for next year.  LIONX holds about 85 individual stocks with weightings averaging a little more than 1% each.  LIONX is a BRI, Trend Following, Liquid-Alternative Mutual Fund that is Actively Managing  Risk like a Hedge Fund seeking …

Market Update: 12-16-19

The Issachar Fund (LIONX), is fully invested in growth stocks with a 30% index short as a hedge.  I increased stock exposure and added a short position in an effort to minimize the downside should the market decide to “take profits”.  I plan to remove the hedge shortly.  I am bullishly optimistic on the market into the new year mainly because the Fed continues to expand its balance sheet and I believe the market seems to welcome the added liquidity.  Imagine what you would do if the Fed gave you …

Market Update: 12-09-19

The Issachar Fund (LIONX), is about 95% invested in stocks and my conviction level is high!  I sold a few stocks that were not performing as expected and traded up for what I believe are better prospects.  There are a lot of stocks that meet my fundamental criteria of three consecutive quarterly increases in earnings and sales AND have double-digit next year earnings estimates.  I really like what I am seeing in the market especially as the indexes approach new highs.  It feels like Santa will arrive on time and …

Market Update: 12-02-19

The Issachar Fund (LIONX), is about 98% invested in stocks and sitting tight!  I added about 8% more in individual stocks last week.  I am buying stocks that have produced three consecutive quarters of increases in sales and earnings and forecasting double digit earnings for next year.  I remain bullish as the market appears to be rotating out of one sector into another digesting recent gains.  Rotation has been a way for the market to digest stocks that have recent price advances into stocks that have been consolidating.  The market …

Market Update: 11-25-19

The Issachar Fund (LIONX), is about 90% invested in stocks and seeking more opportunities!  I added about 20% more individual stocks last week.  I am buying stocks that have produced three consecutive quarters of increases in sales and earnings and forecasting double digit earnings for next year.  I remain bullish as the market rotates out of one sector into another digesting recent gains.  LIONX is a BRI, Trend Following, Liquid-Alternative Mutual Fund that is Actively Managing  Risk like a Hedge Fund seeking low-correlation/beta/risk to the stock indexes.  When my Strategy …

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