All-Weather-Growth
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Why I Am Trimming My Micron Position (Rating Downgrade) (NASDAQ:MU)
Seeking Alpha· 2025-09-16 18:53
If you have found my strategies interesting, useful, or profitable, consider supporting my continued research by joining the Cyclical Investor's Club . It's only $499/year.I have a unique and unusual strategy when it comes to investing in the stocks of deeply cyclical businesses like Micron Technology, Inc. (NASDAQ: MU ). Because of the uniqueness of the strategy, I like toCory leads the investing group The Cyclical Investor's Club where he shares his unique mix of investing strategies that focus on All-Wea ...
It's Time To Dip Your Toe Into On Holding's Stock
Seeking Alpha· 2025-07-21 13:10
Group 1 - The majority of earnings growth in global markets over the past decade has been concentrated in a few US-based megacap technology companies [1] - Most market indices have become highly concentrated due to the dominance of these technology companies [1] - The Cyclical Investor's Club focuses on All-Weather-Growth strategies, aiming to balance sensitivity to economic cycles while pursuing long-term growth [1] Group 2 - The Cyclical Investor's Club shares unique investing strategies that help reduce the risk of losses without compromising medium and long-term portfolio returns [1]
Southeast Asia Tariffs Won't Last: Deckers Outdoor Stock Is A Buy
Seeking Alpha· 2025-04-15 21:08
Group 1 - The article discusses the importance of medium-term investment strategies that can help individual investors gain an advantage over Wall Street traders [1] - The Cyclical Investor's Club (CIC) focuses on All-Weather-Growth strategies, aiming to be sensitive to economic and market cycles while investing for long-term growth [1] - The CIC strategies are designed to reduce the risk of losses without compromising medium and long-term portfolio returns [1]
It's Time To Start Layering Into Micron Stock Again
Seeking Alpha· 2025-04-07 06:00
Core Insights - Micron Technology (NASDAQ: MU) has been a favorable investment for the company over the years, with a history of purchasing during downcycles [1] - The investment strategy focuses on All-Weather-Growth, aiming to balance sensitivity to economic and market cycles while pursuing long-term growth [1] Company Overview - Micron is currently in a downcycle, which presents a buying opportunity for investors [1] - The company has a beneficial long position in its own shares, indicating confidence in its future performance [1] Investment Strategy - The Cyclical Investor's Club offers unique investing strategies that aim to reduce the risk of losses while maintaining medium and long-term portfolio returns [1] - The strategies are designed to be adaptable to various economic conditions, enhancing the potential for growth [1]