Fri, 20 Jan 2017 22:06 GMTInauguration draws markets' focus: What happens next? In the portfolio, we add to 2 positions and trim a third.
Fri, 20 Jan 2017 16:16 GMTFTC isn't satisfied with Rite Aid deal?
Fri, 20 Jan 2017 15:26 GMTGE's fourth-quarter earnings were in line with expectations, and we continue to like the name long term for its transformation story.
Fri, 20 Jan 2017 14:10 GMTIts fourth quarter was in line with estimates and we're raising our price target on the name.
Thu, 19 Jan 2017 20:14 GMTWe'll look beyond energy group weakness and lower our cost basis in APA further.
Wed, 18 Jan 2017 20:29 GMTInvestors are holding back for clarity on Trump's plans.
Wed, 18 Jan 2017 16:51 GMTSimpliVity: Complex-sounding purpose, simple strategy.
Wed, 18 Jan 2017 14:56 GMTBut revenue fell slightly short of consensus in the fourth quarter.
Tue, 17 Jan 2017 16:34 GMTWe're reducing our exposure as merger remains unsettled.
Tue, 17 Jan 2017 15:47 GMTWe're taking advantage of market confusion to buy on the cheap.
Fri, 13 Jan 2017 21:58 GMTTrump's press conference puts a charge into an otherwise flat week. We add a position to the portfolio.
Fri, 13 Jan 2017 15:13 GMTInvestors are willing to look past the bank's troubles.
Thu, 12 Jan 2017 19:56 GMTWe are ready to nibble on Danaher.
Thu, 12 Jan 2017 15:22 GMTWe'll build our position in APA and lower our cost basis.
Wed, 11 Jan 2017 21:07 GMTToday was an example of club membership's advantages.
Wed, 11 Jan 2017 19:42 GMTWe maintain our conviction in Apache and its Permian Basin assets, which should contribute to long-term growth.
Wed, 11 Jan 2017 17:57 GMTPositive news on Rite Aid merger lifts stock, but not quite high enough yet.
Tue, 10 Jan 2017 17:05 GMTDon't forget to send us your questions!
Tue, 10 Jan 2017 16:32 GMTThe acquisition will help Adobe create an integrated product offering that can provide actionable advice for marketers across all channels.
Mon, 09 Jan 2017 21:02 GMTWe'll be watching to see if shares break the $22 level, which we noted as a downside case, and we prefer to pick up shares around the $21 level.