Fri, 21 Oct 2016 23:09 GMTFlood of earnings, data and reports restrains the market, with no help from Wednesday's debate. We added to one of our portfolio positions.
Fri, 21 Oct 2016 13:33 GMTAlthough many investors are focused on short-term challenges, we continue to like GE for its long-term digital-industrial revolution.
Thu, 20 Oct 2016 21:05 GMTDecline in sales doesn't surprise investors.
Thu, 20 Oct 2016 13:17 GMTWe believe shares are attractive at current levels, but this remains a long-term play pending regulatory approval for the Rite Aid merger.
Wed, 19 Oct 2016 15:23 GMTWe believe the selloff is overdone and look to build our position below our cost basis.
Wed, 19 Oct 2016 14:14 GMTIn a market starved for growth, the stock could go higher.
Tue, 18 Oct 2016 12:58 GMTThe resignation of Charlie Scharf doesn't change our outlook on Visa.
Mon, 17 Oct 2016 20:19 GMTA rundown of current market dynamics and updates on 4 key portfolio names -- Allergan, HP Enterprise, TJX Companies and Newell Brands.
Mon, 17 Oct 2016 14:00 GMTWe lowered or price target and rating on Bristol-Myers.
Fri, 14 Oct 2016 22:15 GMTWe took advantage of several down days during the week to add to a recently added position.
Fri, 14 Oct 2016 14:28 GMTWe view the quarter as solid, but other financials' reports show more upside and this stock will continue trading on news around its sales practices.
Fri, 14 Oct 2016 13:28 GMTThe bank is seeing momentum in some of the key areas in which it has been investing.
Thu, 13 Oct 2016 15:29 GMTWe'll take advantage of market weakness as Newell continues to execute on its strategic vision.
Thu, 13 Oct 2016 14:46 GMTThe markets are nervous again, but investors should look at fundamentals.
Tue, 11 Oct 2016 19:33 GMTWe'll take advantage of the pullback to bulk up our holdings and improve our cost basis.
Tue, 11 Oct 2016 15:21 GMTDespite the earnings miss, we remain confident in the name for the long term and expect the upcoming separation to be the key catalyst.
Mon, 10 Oct 2016 17:02 GMTNew feature: Send us your video questions.
Mon, 10 Oct 2016 14:50 GMTWe recommend members avoid selling into panic, however, and reiterate our 18-24-month time horizon.
Fri, 07 Oct 2016 23:31 GMTWe continue to look for places to opportunistically deploy our cash after a luke-warm jobs report failed to provide the market with additional clarity.
Fri, 07 Oct 2016 18:59 GMTWe believe the market is unfairly discounting TJX.