Costco comps were short of expectations -- but another holding, Apple, may have secured a lucrative deal.
Big money is either waiting for Friday's jobs report or cannot figure out how to trade a strengthening economy that improves profits but ends the cheap money flow.
We'll buy more Cummins, Masco and Google, and we'll sell come Costco.
We think this is an incremental positive for JCI.
Given the string of higher-than-expected job gains in recent months, it is logical to expect solid reports tomorrow and Friday.
We'll build up our holdings in Noble Energy, Linn Energy and Occidental.
This is now our largest holding in the energy sector.
We're taking our gains in this Japan fund.
The Fed has approved its capital plan, which means the bank can make shareholder-friendly moves in 2014.
We'll take a profit in WellPoint, and we see few near-term catalysts in Lowe's.