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Growth Seeker Weekly Summary

Tue, 17 Jan 2017 21:57 GMT

We initiated a new portfolio position as earnings season and EU issues heated up.



Why We Added Nuance Communications

Thu, 12 Jan 2017 15:53 GMT

We are keeping with our "buy the bullets, not the guns" strategy.



Initiating a Position in a Voice Recognition Software Provider

Thu, 12 Jan 2017 15:13 GMT

Our price target on the shares is $21.



Growth Seeker Weekly Summary

Mon, 09 Jan 2017 22:59 GMT

The year started off decidedly positive for the markets and many portfolio positions, but we believe a challenging tightrope lies ahead.



Nibbling on International Flavors & Fragrances

Mon, 09 Jan 2017 15:37 GMT

This company is well-positioned for the trends in the food sector.



Growth Seeker Weekly Summary

Tue, 03 Jan 2017 23:00 GMT

Entering the new year, we'll be seeking growth in 2017 and beyond, much like we have with our existing positions.



The Market Is Priced for Perfection

Tue, 03 Jan 2017 11:11 GMT

But the data show that perfection is, if anything, behind us.



Growth Seeker Weekly Summary

Tue, 27 Dec 2016 18:26 GMT

As we reach the last few trading days of 2016, the market run-up could be getting long in the tooth.



CalAmp Results Miss Expectations

Thu, 22 Dec 2016 15:20 GMT

But the company guided to the higher end for the current quarter.



Dissecting the Impact of Nike and Finish Line's Comments on Our Under Armour Shares

Wed, 21 Dec 2016 16:26 GMT

Nike's results bode well for UA’s business, and it looks like Finish Line may be giving up apparel market share to other vendors.



FedEx Report Reinforces Amazon's Appeal

Wed, 21 Dec 2016 16:22 GMT

We continue to see AMZN in the pole position this holiday shopping season.



Growth Seeker Weekly Summary

Mon, 19 Dec 2016 23:02 GMT

We initiated a new position in a 'sleeper' of a growth stock as indices ended last week largely flat.



Cheering the Chatter on Universal Display

Mon, 19 Dec 2016 17:19 GMT

Speculation on iPhone is positive for OLED shares.



There's Good News on Amazon

Mon, 19 Dec 2016 17:02 GMT

Report on tracking and shopper survey support thesis.



Retail Sales Data Confirm Amazon's Rating

Wed, 14 Dec 2016 18:01 GMT

Non-store retailers getting more and more market share.



Our Faith in New Holding Is Anything but IFF-y

Tue, 13 Dec 2016 17:04 GMT

International Flavors & Fragrances is coming up roses.



Adding New Position to the Portfolio

Tue, 13 Dec 2016 13:37 GMT

We're initiating a position in International Flavors & Fragrances.



Growth Seeker Weekly Summary

Mon, 12 Dec 2016 21:57 GMT

With valuations stretched, we are looking at the intersection of thematic tailwinds and stock laggards to put some cash to work.



Results Bite Into United Natural Foods

Thu, 08 Dec 2016 16:54 GMT

Food deflation remains a concern.



Growth Seeker Weekly Summary

Mon, 05 Dec 2016 23:07 GMT

We exited one portfolio position as several market indices recently landed in overbought territory.