Today’s post:
Some charts + commentary on my positioning
Handful of (new) ideas I’m buying today
What’s on deck right now
Stocks are looking cheap these days and it’s been a while since my last “update” write-ups:
Here’s the track record on those recommendations since November 2025:
Today, I’m adding a few ideas to the recommended list…
Here’s how the rest of this post will work:
Names I’ve recently added to the VDL Recommendation Tracker (and purchased in my own portfolio)
A few names that I’m close to buying (my “on deck” list)
In Part II, I’ll share a post-mortem on recently closed recommendations and suggest a few ideas already in the portfolio that look attractive at today’s prices.
Commentary
It may not feel like it with the S&P 500 closing in on all-time highs, but there are some seriously cheap stocks out there right now.
Four things make me feel like it’s a good time to be adding or buying today:
