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.
A few stocks have been big winners while many others have gotten raided upon posting new highs -- common behavior in an overbought tape.
The company is cutting costs, and macro trends are moving in its favor.
We see market-share gains ahead and other factors that imply upside.
Online advertising is growing, and Google is one of the cheapest ways to play it.
We're adding to five of our positions.