Tue, 17 Jan 2017 16:32 GMTWe find considerable value in a stock trading at 12x earnings with strong operating momentum.
Tue, 17 Jan 2017 15:08 GMTWe would consider adding to our position at around $38.
Fri, 13 Jan 2017 21:28 GMTWe would consider adding to TherapeuticsMD on the next market decline and booking profits in ON Semiconductor into a rally.
Wed, 11 Jan 2017 18:26 GMTWhile there are many reasons why insiders may sell a stock, there's really only one reason they purchase on the open market -- to make money.
Fri, 06 Jan 2017 21:55 GMTWe didn't trade in the model portfolio this week, but several of our holdings made big moves so far this year.
Wed, 04 Jan 2017 17:04 GMTTherapeuticsMD is up 9.7% in the first two trading days of 2017, and we're maintaining our $12.50 price target.
Tue, 03 Jan 2017 19:58 GMTBuilders FirstSource, Teligent and Yamana Gold surge.
Fri, 30 Dec 2016 21:40 GMTWe closed out a number of holdings for big gains in 2016, including McDermott, Cott and CECO Environmental.
Thu, 29 Dec 2016 19:16 GMTThe stock has moved higher 4 straight days and remains an attractive hedge against other portfolio holdings.
Thu, 29 Dec 2016 19:04 GMTWe are putting some cash to work in Unilife and Teligent.
Tue, 27 Dec 2016 19:47 GMTThis is a low-dollar retail name that's consistently profitable and exceeded expectations.
Fri, 23 Dec 2016 21:34 GMTWe didn't make any trades this week but are keeping 40% of the portfolio in cash to add names as opportunities arise.
Wed, 21 Dec 2016 15:50 GMTToday is the last day for Yamana Gold investors to exercise purchase rights to acquire shares of Brio -- we'll let ours' expire.
Fri, 16 Dec 2016 21:22 GMTWe bought more TherapeuticsMD and Yamana Gold using proceeds from the sale of some Orasure shares.
Fri, 16 Dec 2016 15:46 GMTCantor Fitzgerald initiated coverage of the company overnight with $34 price target.
Thu, 15 Dec 2016 20:40 GMTStock is 80% above our cost-basis and we don't want to be greedy.
Thu, 15 Dec 2016 15:17 GMTWe continue to favor AUY as a natural hedge against volatility in the broader market.
Wed, 14 Dec 2016 20:16 GMTWe'll put some money to work with TXMD and improve our cost basis.
Wed, 14 Dec 2016 16:47 GMTWe're pulling Sigma Designs from the Bullpen as its stock is down 24% since we first looked at in September.
Tue, 13 Dec 2016 18:04 GMTBoth stocks today are outperforming other holdings in our model portfolio.