When long-time tech CEOs leave, good things can happen.
Both companies have solid balance sheets and good valuations.
This adult entertainment play may be weighing big changes.
The current market dynamics seem similar to 10 years ago.
Ralph Lauren is a global brand that rewards shareholders.
Micron has impressive earnings per share growth.
We made some adjustments to the Island Sector Rotation portfolio.
Two-year cumulative returns are about 45%.