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May Begins, Can the Rally Continue? 5/1/23

Halftime Report

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Pioneer: A Crown Jewel in the Potential to Be a Target in M&A

There were 40 buys and 40 sales in this rebalance the average is generally around 33 names in and out that's what's occurred over the last 10 rebalances. Names are names that were previously liquidated from the portfolio as example nikey was liquidated in october of 2021 at higher levels  in the instance of sales force jepole netflix and nikey. What you've seen in the latest quarter is a significant improvement in revenue growth in addition to an improving environment when you're studying price momentum for some of the other names like black rock like lamb research we're just returning to previous positions.

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