Bull Sessions (6/9/2026)

Picking A Fine Time To Leave, Lucille. A discussion on stock/portfolio analysis and selling considerations ... June 2026 transactions for the Buttonwood demonstration portfolio ... and updating the utility bill auto-pay ledger.

In this Bull Sessions episode from June 9, 2026, Ken Kavula, Mark Robertson, Matt Spielman, and Kim Butcher discussed market valuation trends, portfolio performance metrics, and stock selection discipline. The speakers analyzed historical PE ratios and market corrections, noting that current valuations appear relatively normalized compared to historical extremes. They emphasized the importance of finding quality companies with projected annual returns of 14-15% or higher, aligning with the Manifest Method's focus on buying stocks well above the median market return forecast of 9-10%.

A significant portion of the discussion focused on recent buying patterns within Manifest Investing clubs, with particular concern about potential "winner chasing" behavior. The speakers highlighted several red-hot semiconductor stocks (SanDisk, Nvidia, Micron, AMD) and other popular holdings that may not meet rigorous fundamental analysis standards. They cautioned that some of these stocks show weak sales growth and may be difficult to analyze properly. The team also updated viewers on demonstration portfolios and addressed the importance of disciplined selling strategies and maintaining "dry powder" for opportunistic buying during market corrections.