This week kicks off our earnings season, with Wells Fargo (WFC) reporting. There were no ratings changes this past week.
With the arrival of spring vacation week for our kids, we are on a lighter publication schedule, with brief Friday notes (to include earnings) and no podcast on Friday, April 14 and Friday, April 21. Also, the monthly letter will be pushed back a week to Wednesday, May 3. We’ll continue to monitor the holdings list and provide any alerts if necessary.