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In Case You Missed Our Call: Stocks We're Watching, Mistakes Made and More

Here are four holdings we've got our eyes on, as we discussed on our AAP members-only call; also we reveal mistakes we made and our views on inflation, cash holding and more.
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Our May Monthly Members-Only Call Is This Wednesday!

In our latest AAP Members-Only Callon Wednesday afternoon we discussed the portfolio's holdings and touched on what we're watching in the markets as we march toward the end of the quarter and the next earnings season.

We also discussed some decisions and moves we, in retrospect, wish we made a bit differently in recent weeks. In addition, we gave our thoughts on inflation and volatility, and what we think about the portfolio's cash position.

Two stocks we expect to perform for the portfolio in the coming weeks are Cboe Global Markets (CBOE)  and Deere & Co. (DE)  -- as we revealed during the call. We also reminded that for DE, near $92 we're inclined to trim back that position. In terms of positions we're looking add to, American Water Works (AWK)  and Energy Select Sector SPDR Fund (XLE)  shares are on the radar.

For those who joined us during the live event, thanks for tuning in. If you missed the live event, you can watch the replay here.

AAP is long DE, CBOE, AWK, XLE.