Reports
Public research reports
Reports the team explicitly publishes to this site. Each one is a multi-agent research reference with an analysis date and final Portfolio Manager rating. Not investment advice or trade execution.
Final five-tier rating from the Portfolio Manager. Not the intermediate Trader action.
- Hold
Coca-Cola Company
KONYSEHold current position with tighter $85.00 stop-loss and wait for $92.00+ breakout with momentum confirmation before reassessing exposure.
Analysis date2026-09-02
Analysis languageEnglish
Reports1 reports
Open report - Hold
Wells Fargo & Company
WFCNYSEHold current position in Wells Fargo & Company (WFC) pending confirmation at key technical levels.
Analysis date2026-09-02
Analysis languageEnglish
Reports1 reports
Open report - Hold
Salesforce, Inc.
CRMNYSEHold current position with disciplined risk management: tighten stop to $268 and take partial profits at $260–$265.
Analysis date2026-09-02
Analysis languageEnglish
Reports1 reports
Open report - Underweight
System1, Inc. Class A
SSTNYSEReduce existing exposure to minimal or zero position by end of Q3 2026; do not add under any circumstance.
Analysis date2026-09-01
Analysis languageEnglish
Reports1 reports
Open report - Hold
Caterpillar Inc.
CATNYSEHold current position; wait for technical breakout above $890.14 and fundamental confirmation of Power & Energy execution before increasing exposure.
Analysis date2026-08-31
Analysis languageEnglish
Reports1 reports
Open report - Hold
GE Vernova Inc.
GEVNYSEHold current position in GEV pending decisive technical or fundamental confirmation.
Analysis date2026-08-31
Analysis languageEnglish
Reports1 reports
Open report - Hold
Becton, Dickinson and Company
BDXNYSEHold current position with tightened stop at $174.0 and conditional hedge; await resolution of FDA remediation, Phasix data, and Q4 earnings.
Analysis date2026-08-21
Analysis languageEnglish
Reports1 reports
Open report - Hold
American States Water Company
AWRNYSEHold current position with a tightened stop-loss at $87.00, awaiting confirmation from Q3 earnings, FCF improvement, and 10Y yield movement.
Analysis date2026-08-21
Analysis languageEnglish
Reports1 reports
Open report - Hold
Merck & Co., Inc.
MRKNYSEHold current MRK position pending de-risking catalysts such as FDA filing confirmation, REGAL AML data, or commercial launch clarity.
Analysis date2026-08-21
Analysis languageEnglish
Reports1 reports
Open report - Hold
Bank of America Corp
BACNYSEHold current position in Bank of America Corp (BAC), awaiting resolution of India credit quality and AI project viability before adjusting exposure.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
Open report - Hold
AbbVie, Inc.
ABBVNYSEHold current position in ABBV pending resolution of the A-327 FDA decision and confirmation of sustained free cash flow generation.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
Open report - Hold
Johnson & Johnson
JNJNYSEHold current position, using $266.00 as a dynamic stop-loss and awaiting Q3 earnings and Monarch adoption data for confirmation.
Analysis date2026-08-19
Analysis languageEnglish
Reports2 reports
Open report - Hold
Mastercard Incorporated Class A
MANYSEHold current position in MA; maintain neutral sizing while monitoring $559 support and $599 resistance for directional confirmation.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
Open report - Hold
Exxonmobil Holdings Corporation
XOMNYSEMaintain current XOM position; no addition or reduction warranted at this time.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
Open report - Overweight
Visa Inc. Class A
VNYSEOverweight Visa (V) gradually across three tranches, using pullbacks as tactical opportunities while respecting near-term resistance and regulatory risk.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
Open report - Overweight
JPMorgan Chase & Co.
JPMNYSEGradually increase long exposure to JPM with disciplined entry and dynamic risk controls.
Analysis date2026-08-19
Analysis languageEnglish
Reports2 reports
Open report - Overweight
Eli Lilly and Company
LLYNYSEOverweight LLY with disciplined, phased accumulation: initiate 25% at $1,280, add 25% at $1,300, and 25% at $1,350 — stop-loss at $1,150.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
Open report - Hold
Berkshire Hathaway Inc. Class A
BRK.ANYSEHold current position in BRK.A, using $745,000 and $795,000 as key price-based review triggers.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
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