New Portfolio
May 26, 2022
Below is our new portfolio with approximate pricing based on Thursday's close.
We will re-enter the markets at 12:00 noon tomorrow (Friday).
| Thu close | -12.5% | +10% | ||
| EGLE | Eagle Bulk Shipping | 71.05 | 62.17 | 78.16 |
| BCC | Boise Cascade | 80.31 | 70.27 | 88.34 |
| MRK | Merck & Co. | 92.31 | 80.77 | 101.54 |
| REGN | Regeneron Pharma | 683.44 | 598.01 | 751.78 |
| MUSA | Murphy USA | 249.22 | 218.07 | 274.14 |
| CSL | Carlisle Cos | 251.00 | 219.63 | 276.10 |
| VRTX | Vertex Pharma | 269.65 | 235.94 | 296.62 |
| PXD | Pioneer Natural Resources | 279.99 | 244.99 | 307.99 |
| PFE | Pfizer Inc. | 53.99 | 47.24 | 59.39 |
| ATKR | Atkore Inc. | 103.98 | 90.98 | 114.38 |
As always we will distribute final pricing together with upside and downside stops late tomorrow.
Stay tuned and good luck.
Please don't hesitate to contact me with any questions.
Duncan Campbell
