Fri, 30 Sep 2016 16:34 GMTWe'll take advantage of the earnings report-related decline to improve our cost basis.
Tue, 27 Sep 2016 19:24 GMTShares have drifted lower so we are building the position while improving our cost basis.
Mon, 26 Sep 2016 22:30 GMTOur buying spree continues as we added to 4 positions last week amid a Fed-induced rise in the S&P.
Fri, 23 Sep 2016 12:56 GMTWe are boosting our UA position on a top-line beat from retail partner Finish Line.
Thu, 22 Sep 2016 16:20 GMTThe two companies have good growth prospects.
Wed, 21 Sep 2016 13:02 GMTDigital commerce was a key driver of FDX's outperformance, and that's the sweet spot for our AMZN holdings.
Tue, 20 Sep 2016 16:55 GMTTraffic has also been down in recent months.
Mon, 19 Sep 2016 22:37 GMTWe took advantage of several opportunities over the last week to scale into positions and improve our cost basis.
Mon, 19 Sep 2016 14:29 GMTConsumers will still be drawn to this company's offerings.
Wed, 14 Sep 2016 13:26 GMTWe are building on our DY position on weakness.
Tue, 13 Sep 2016 14:15 GMTThis company is under-promising and over-performing, just what we like to see.
Mon, 12 Sep 2016 21:29 GMTIn a week where volatility finally returned on Friday, we initiated a new position, added to an existing holding and bolstered the Bullpen.
Mon, 12 Sep 2016 13:40 GMTThe story we will be focusing on is the net margin outlook over the coming quarters.
Wed, 07 Sep 2016 15:29 GMTWe are adding to our position on weakness and continue to think 2017 margin expectations are overly bearish.
Wed, 07 Sep 2016 12:45 GMTCapacity growth outstripped traffic growth in North America and Europe, while traffic sped ahead of capacity growth in Asia-Pacific.
Wed, 07 Sep 2016 12:22 GMTOLED displays could see brisk growth ahead.
Tue, 06 Sep 2016 20:51 GMTWe continue to add names to the portfolio and will look for further buys heading deeper into a historically weak month for the market.
Tue, 06 Sep 2016 18:27 GMTThe stock has had a nice run, which means subscribers would do well to use weakness in coming weeks to add to their positions at better prices.
Tue, 06 Sep 2016 13:26 GMTThe number of households and people with connected devices is expected to increase over the next few years.
Tue, 06 Sep 2016 11:27 GMTWe still like B/E Aerospace but there's nothing wrong with ringing the register.