Thu, 19 Jan 2017 14:54 GMTWe suspect there will be far more value to be had in the stock market over the next few weeks compared to the last several.
Tue, 17 Jan 2017 21:57 GMTWe initiated a new portfolio position as earnings season and EU issues heated up.
Thu, 12 Jan 2017 15:53 GMTWe are keeping with our "buy the bullets, not the guns" strategy.
Thu, 12 Jan 2017 15:13 GMTOur price target on the shares is $21.
Mon, 09 Jan 2017 22:59 GMTThe year started off decidedly positive for the markets and many portfolio positions, but we believe a challenging tightrope lies ahead.
Mon, 09 Jan 2017 15:37 GMTThis company is well-positioned for the trends in the food sector.
Tue, 03 Jan 2017 23:00 GMTEntering the new year, we'll be seeking growth in 2017 and beyond, much like we have with our existing positions.
Tue, 03 Jan 2017 11:11 GMTBut the data show that perfection is, if anything, behind us.
Tue, 27 Dec 2016 18:26 GMTAs we reach the last few trading days of 2016, the market run-up could be getting long in the tooth.
Thu, 22 Dec 2016 15:20 GMTBut the company guided to the higher end for the current quarter.
Wed, 21 Dec 2016 16:26 GMTNike's results bode well for UA’s business, and it looks like Finish Line may be giving up apparel market share to other vendors.
Wed, 21 Dec 2016 16:22 GMTWe continue to see AMZN in the pole position this holiday shopping season.
Mon, 19 Dec 2016 23:02 GMTWe initiated a new position in a 'sleeper' of a growth stock as indices ended last week largely flat.
Mon, 19 Dec 2016 17:19 GMTSpeculation on iPhone is positive for OLED shares.
Mon, 19 Dec 2016 17:02 GMTReport on tracking and shopper survey support thesis.
Wed, 14 Dec 2016 18:01 GMTNon-store retailers getting more and more market share.
Tue, 13 Dec 2016 17:04 GMTInternational Flavors & Fragrances is coming up roses.
Tue, 13 Dec 2016 13:37 GMTWe're initiating a position in International Flavors & Fragrances.
Mon, 12 Dec 2016 21:57 GMTWith valuations stretched, we are looking at the intersection of thematic tailwinds and stock laggards to put some cash to work.
Thu, 08 Dec 2016 16:54 GMTFood deflation remains a concern.