Lion

Market Updates

Directly from Dexter Lyons, Portfolio Manager

Update: 03-25-24

Dexter Lyons

Issachar Update: I took more profits from stocks with gains and reinvested in more growth stocks! Our positions are doing well, and we remain fully invested, expecting the uptrends to continue. Our dominant sectors are building, energy, finance, insurance, medical, software, and transportation. Most of our stocks have great-looking technical chart patterns with accelerating earnings […]

Read More

Update: 03-18-24

Dexter Lyons

Distribution & Inflation!    Issachar Update: I harvested some gains in a few stocks we had profits in and purchased more growth stocks to remain nearly fully invested! AI-related and software stocks have come under selling pressure as investors rotate out of leading stocks into a new crop of potential leaders. Issachar holds positions in […]

Read More

Update: 03-11-24

Dexter Lyons

Issachar Update: I took some profits in AI-related stocks and purchased about 21% of Gold last week! Gold has risen to an all-time high on above-average volume as inflation-conscious investors seek refuge in hard assets. There has been some distribution (price declines on above-average volume) in leading stocks and major indexes, signaling a possible short-term […]

Read More

Update: 03-04-24

Dexter Lyons

Global Liquidity Drives Market Higher!    Issachar Update: We are fully invested in growth stocks, trying to outpace inflation! Our positions in artificial intelligence (AI), cyber security, medical, insurance, and software stocks appear to be under institutional accumulation. Many stocks are extended in price and due for some profit taking. I expect to sell some […]

Read More

Update: 02-26-24

Dexter Lyons

Data is New Gold!   Issachar Update: We are nearly fully invested in growth stocks with great fundamentals exhibiting technical chart patterns of institutional accumulation. I plan to increase exposure as stocks break out of sound bases from proper pivot prices. We are well-positioned to benefit from the artificial intelligence (AI) revolution that could last a […]

Read More

Update: 02-20-24

Dexter Lyons

Higher for Longer!    Issachar Update: Cyber security and software theme stocks are our heaviest weightings as they continue to exhibit institutional accumulation! Some leading stocks look a little “toppy” as they digest recent gains, but their fundamentals (earnings and sales) remain intact. I harvested some profits last week and plan to buy more this […]

Read More

Update: 02-12-24

Dexter Lyons

Issachar Update: Growth stocks with accelerating earnings and sales are in favor, and they dominate our portfolio! Artificial Intelligence (AI) and cyber security thematic stocks are our largest weightings, with smaller allocations to software, aerospace/defense, retail, finance, medical, and building stocks. We plan to ride the AI wave while it lasts because AI is a […]

Read More

Update: 02-05-24

Dexter Lyons

Earnings & Guidance!   Issachar Update: I purchased more growth stocks last week as earnings and guidance continue to come in better than expected! Good guidance is when a company anticipates better earnings/sales and a higher stock price, and that has dominated this earnings season. Our stocks are positioned to benefit from the Artificial Intelligence (AI) […]

Read More

Update: 01-29-24

Dexter Lyons

Earnings & Goldilocks!    Issachar Update: I realized some profits last week in extended stocks and expect to buy stocks after earnings this week! Our top sector weightings are in software, retail, medical, and finance, as they have delivered better-than-expected earnings and forward guidance. I sell stocks before earnings to avoid surprise drops, and if […]

Read More

Update: 01-22-24

Dexter Lyons

Rebalancing & Strength begets Strength!    Issachar Update: Issachar remains fully invested in fundamentally/technically strong up-trending stocks, expecting the bull to keep running! I did some minor rebalancing last week, selling weaker stocks for better names and positioning us for what I see ahead. Aerospace, building, computer, finance, medical, retail, and software are our top […]

Read More
Scroll to Top