New Portfolio
Mar 24, 2022
Below is our new portfolio with approximate pricing based on Thursday's close.
We will re-enter the market Friday noon.
| Thu close | -12.5% | +10% | ||
| STLD | Steel Dynamics | 88.66 | 77.58 | 97.53 |
| NUE | Nucor Corp. | 153.52 | 134.33 | 168.87 |
| CMCL | Caledonia Mining | 16.00 | 14.00 | 17.60 |
| MPWR | Monolithic Power | 494.62 | 432.79 | 544.08 |
| RGLD | Royal Gold | 140.28 | 122.75 | 154.31 |
| AMD | Advanced Micro Devices | 120.53 | 105.46 | 132.58 |
| AMPH | Amphastar Pharma | 35.77 | 31.30 | 39.35 |
| AGCO | A G C O Corp | 143.00 | 125.13 | 157.30 |
| DAR | Darling Ingredients | 78.74 | 68.90 | 86.61 |
| DAC | Danaos Corp. | 102.41 | 89.61 | 112.65 |
As always we will distribute final pricing later Friday afternoon.
Good luck and stay tuned.
Duncan Campbell
