economy
We're adding 2 new names to the Bullpen watchlist
Our newest additions hail from the semiconductor and transportation markets.
TL;DR
- ARM Holdings and FedEx were added to the Bullpen watchlist.
- ARM Holdings is noted for its new in-house chip and perceived undervaluation.
- FedEx is highlighted for its rally, upcoming spin-off, and CEO's performance.
- Stocks like Airbnb, Marvell Technology, Novartis, Intuitive Surgical, Dell Technologies, Kimberly-Clark, and Nucor were removed from the Bullpen.
- Removals were based on factors like being overvalued, missed entry points, portfolio overlap, or lack of current interest.
- The Bullpen is a watchlist of stocks that could potentially join the Charitable Trust portfolio.