Back to School. It's hard to believe but it's that time of year when we celebrate educators and outcomes. We'll revisit Smoothie investing, do some dashboard mechanics and launch more opportunities to learn and earn.
Ken Kavula selected Coherent (COHR) during the July Round Table. The company appeared in his Ivory Soap screen, the Better Investing SSGPlus Small/Value Companies and the Value Line screening tools.
Smoothie investing is all about the balance between stalwart blue chips and rapidly-growing companies. This tracking portfolio, bolstered by Amazon, Visa and Apple has racked up a 13.5% rate of return over the trailing four years.
This month's screen is a search for companies trading near their 52-week low with excellent quality. McKesson (MCK), IPG Photonics (IPGP) and Signature Bank (SBNY) have all been featured and discussed during recent Round Table sessions.
Tin Cup approaches all-time highs again. We accumulate CVS Health (CVS) and place Qualcomm (QCOM) squarely on the challenge hot seat.