12 March 2020
CAKE & CTVA: Model Portfolio Increases
As markets are moving, The Edge will be increasing positions in the Model Portfolio. We believe The Cheesecake Factory, Inc. (CAKE) and Corteva, Inc. (CTVA) are fundamentally undervalued and the recent market movement allows for lower levels to average into the stocks.
- CAKE Increase Special Situations Model Portfolio Weighting by +2% & CTVA by +1% at the End of Today's (March 12) VWAP