AJRD

5 posts

Aerojet Rocketdyne Holdings Inc (NYSE:AJRD)

Late summer adjustments for the Crabtree Technology portfolio

Here's how we reshuffled the portfolio's lineup.

Strategies

Late summer adjustments for the Crabtree Technology portfolio

The great Crabtree Technology portfolio rebalancing act

Here's the latest quarterly reshuffle of our portfolio holdings.

Strategies

The great Crabtree Technology portfolio rebalancing act

Here’s how we rebalanced the Crabtree Technology model

We analyze our quantitative model every three months, and make adjustments.

Strategies

Here’s how we rebalanced the Crabtree Technology model

Why screening out the media noise is a smart investing strategy

Our strategy can be distilled down to five words: Action does not equal alpha.

Strategies

Why screening out the media noise is a smart investing …

How our model scored big with the Ariba takeover

The all-cash offer by German software maker SAP resulted in an instantaneous 25% jump in Ariba’s share price.

Strategies

How our model scored big with the Ariba takeover