Archive Category: Green Zone Fortunes Updates

The two companies I cover today have little in common aside from the fact that they’re great stocks that are doing what we thought they’d do when we bought them.

I’m wildly bullish on infrastructure. My co-editor Charles Sizemore agrees: Apart from the revolution in “Imperium,” our term for DNA-based innovations, we believe that the boom in infrastructure spending is the closest to a “sure thing” we’ll find. It’s not every day that a major, multi-year investment theme gets telegraphed like this, but that is our opportunity today. It’s just a matter of getting in front of it.

This week, I’m excited to cover what members of my own team have called a weird, out-there topic.

Today, I share exciting updates from our cloud company, Wipro Ltd. (NYSE: WIT). This is a great example of how a multi-factor rating system that looks at price-based indicators and fundamentals-based factors can work out fantastically when we identify one or two of the factors that are really going for a stock.

For our monthly portfolio review video, I cover what’s working well and what I’m keeping an eye on for several of our stocks. Note: I don’t cover every position this month. If you have a question about a stock that I don’t answer in this update, you can write to my team and me anytime.