Core Portfolio Insights Archive
Core Portfolio Insights Archive
Below is an archive of our Core Portfolio Insights. These insights reflect our thought process for determining if a company meets the GPM Grade criteria: high-quality U.S. based leaders with strong competitive advantages, outstanding management teams, and a business model that we can understand and forecast with reasonable accuracy.
HEICO (HEI.A) - September 2022
Teledyne Technologies (TDY) - April 2022
Carrier Global (CARR) - March 2022
Analog Devices (ADI) (#2) - March 2022
UnitedHealth Group (UNH) - February 2022
Edwards Lifesciences (EW) - February 2022
Core Portfolio Insights Recap (2021)
Salesforce (CRM) - December 2021
Alphabet (GOOGL) - November 2021
Microsoft (MSFT) - November 2021
GPM's Stock Portfolio Strategy Overview - September 2021
Kansas City Southern (KSU) - August 2021
CoStar Group (CSGP) - August 2021
Texas Roadhouse (TXRH) - July 2021
Analog Devices (ADI) - May 2021
Disclosure:
This blog post or document contains information about a company that is owned in portfolios managed by GPM and is intended exclusively for GPM clients. While this company is owned in a broad cross section of GPM managed portfolios, it should not be implied or assumed that every client portfolio or account currently holds this stock. Data presented is from sources we believe to be reliable. The opinions and commentary presented reflect our best judgement at this time, and may include “forward-looking statements”, all of which are subject to change at any time without obligation to update them. Shares of this stock are NOT held in accounts that invest exclusively in ETFs or mutual funds. Actual future results may be different than our expectations. There can be no assurance that your investment objectives will be realized. Investing involves risk and losses can occur.