Letters by company

Nucor CORP

1 letter discussing NUE. Everything written about it on this site is on its ticker page.

Andrew Hill Investment Advisors Hurricane Ian Edition of the Client Letter/4Q2022 Andrew Hill Investment Advisors cut equity exposure, added an S&P 500 short position and kept bond maturities short with high credit quality as the Federal Reserve raised rates. The firm favored energy-transition holdings and rebuilding beneficiaries, while waiting for bond yields and earnings expectations to stabilize before extending duration or taking more equity risk. Q3 2022 NEE $159BTSLA $1.4T