11.24.2021 David Kalis, CFA, portfolio manager talks about Zoetis. Its primary business, companion animal health, fits the Lifestyle Betterment megatrend. Pet ownership spiked as people grew more isolated and sought the companionship of dogs and cats during the pandemic, boding well for the company. (ZTSD 1.84% FFND 11/23/2021). Read the article.
11.18.2021 Gary Black, portfolio manager of the Future Fund Active ETF (FFND), is skeptical about an Apple car. “The idea is utter nonsense—there is no edge,” he tells Barron’s. “Brands don’t extend into categories where there is no clear distinctive competence.” Read the article.
11.15.2021 David Kalis and Oliver Renick at TDA Network discuss FFND holdings: companies with three- to five-year runways that they believe are positioned to capitalize on megatrends. Watch the interview.
11.08.2021 Gary Black told Reuters he believed the “potential stock sale would lead to ‘1-2 days of modest selling pressure,’ but said there would be solid institutional demand to snap up the shares at a discount.” (TSLA, 8.85% of the portfolio as of 11/05/21) Read the article.