New Portfolio
Uncategorized
Jul 29, 2022
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Below is our new portfolio with approximate pricing based on Thursday's close.
We will re-enter the markets at 1 pm today (Friday).
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Thu close |
-12.5% |
+10% |
| CDNS |
Cadence Design |
183.62 |
160.67 |
201.98 |
| CASY |
Caseys General Stores |
202.88 |
177.52 |
223.17 |
| MUSA |
Murphy USA Inc. |
287.26 |
251.35 |
315.99 |
| MTDR |
Matador Resources |
56.59 |
49.52 |
62.25 |
| CPRT |
Copart Inc. |
125.77 |
110.05 |
138.35 |
| BFA |
Brown Forman Corp. |
72.15 |
63.13 |
79.36 |
| COST |
Costco Wholesale |
536.18 |
469.16 |
589.80 |
| DLTR |
Dollar Tree |
163.34 |
142.92 |
179.67 |
| FC |
Franklin Covey |
52.28 |
45.74 |
57.51 |
| UNH |
Unitedhealth Group |
542.97 |
475.10 |
597.27 |
As always, we will distribute final pricing, upside and downside stops late today.
Good luck and stay tuned.
Duncan Campbell
[email protected]
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