Mon, 27 Feb 2017 19:52 GMTWe believe that the company is poised for a climactic turnaround.
Mon, 27 Feb 2017 19:46 GMTSpeech to Congress tomorrow night could be market-moving.
Mon, 27 Feb 2017 16:21 GMTIncluding web video in Xfinity set-top box benefits consumers.
Mon, 27 Feb 2017 14:01 GMTTwo exits, two upgrades and two downgrades highlighted a busy week.
Fri, 24 Feb 2017 22:09 GMTMarket shifts attention from earnings to Trump administration plans. Among several portfolio moves, we exit 2 positions.
Fri, 24 Feb 2017 20:08 GMTShares are trading sharply higher on improved long-term guidance.
Fri, 24 Feb 2017 18:11 GMTShares trading lower as oil slips.
Fri, 24 Feb 2017 15:47 GMTWe believe SNA can grow into a higher multiple in this environment, while also benefiting from higher growth from some of its new product divisions.
Fri, 24 Feb 2017 15:20 GMTWe're taking advantage of weakness in Schlumberger to boost our stake.
Fri, 24 Feb 2017 13:56 GMTWe'll sell our remaining shares in Panera and Costco to protect profits and move on.
Thu, 23 Feb 2017 23:29 GMTHP Enterprise guides down for next quarter and fiscal year.
Thu, 23 Feb 2017 16:11 GMTWe have waited for investors to wash out of the name over the last week, and after the market adjusts in the near term, we see potential for a climactic turnaround.
Thu, 23 Feb 2017 16:01 GMTWe do not want to miss the opportunity to add on today’s decline.
Thu, 23 Feb 2017 14:54 GMTWe believe the selloff is overdone and discounts the opportunity in the back half of 2017 and into 2018.
Wed, 22 Feb 2017 15:57 GMTThere seems to be favorable regulatory noise from the European Commission.
Wed, 22 Feb 2017 15:38 GMTWe're capitalizing on the first broad weakness we have seen in some time.
Wed, 22 Feb 2017 15:24 GMTManagement announced a 20% increase to the quarterly dividend, along with the strong results -- but conservative guidance spooked some investors.
Wed, 22 Feb 2017 13:33 GMTWe want to be disciplined in our approach and take some Kraft Heinz off the table.
Tue, 21 Feb 2017 17:25 GMTDe-risking the portfolio as shares have risen.
Tue, 21 Feb 2017 16:26 GMTWith the 2-for-1 split now complete, the share price of Comcast has been adjusted accordingly.