"Approximately 10.3 million people aged 12 or older misused opioids in 2018. 47,600 people a year die from opioid overdoses, that's 130 people a day" ​​The Portfolio The portfolio is UP +14.33% YTD. Our benchmark index, the S&P 500 is down -4.84% YTD. Adding Heron Therapeutics Today I'm adding a new position, buying 100 shares of Heron Therapeutics (HRTX) at $14.25. Analysts have price targets from $19 to $70. My 12-month price target is $40. I also bought 3 shares of North

"The sun delivers more power to the Earth in one hour than all of humanity uses in one year" ​​The Portfolio The portfolio is UP +16.46% YTD. Our benchmark index, the S&P 500 is down -4.11% YTD. What's happening at Enphase On June 17th the stock of Enphase was getting sold off hard by investors who caught wind of a short sellers letter in which the author, Eiad Asbahi, Founder and Portfolio Manager of Prescience Point Capital, made numerous negative claims about Enphase. I d

"Know what you own, and know why you own it." -Peter Lynch ​​The Portfolio The portfolio is UP +18.00% YTD. Our benchmark index, the S&P 500 is down -3.21% YTD. Enphase (ENPH) Getting Crushed The stock of Enphase is getting sold off hard today and may present an opportunity for our portfolio. The reason for the sell-off is multi-facetted so you have to connect some dots with this one. "Outside of a dog a book is a man's best friend, inside of a dog it's too dark to read" -Gr

"Know what you own, and know why you own it." -Peter Lynch ​​The Portfolio The portfolio is UP +17.50% YTD. Our benchmark index, the S&P 500 is down -1.14% YTD. Fox Factory Continues to Rally Fox Factory is one of the companies I love, mainly because I know and enjoy their products. But looking deeper we find a company with excellent operational skills and a line of products that are direct beneficiaries of the COVID-19 pandemic. Sadly I had to trim some shares this year be