The stock is down from its recent highs, but we believe that new home demand will remain strong in the coming quarters.
The toymaker has positioned itself well for the holiday season and it's one of our top dividend picks for 2014.
Demand for offshore energy drilling remains strong and the company's relatively young fleet commands premium pricing.
We took advantage of the market's volatility this week to add a new name to the model portfolio and make a few other adjustments.
We are taking advantage of today's weakness in the oil-and-natural gas exploration sector to build up these two positions.
At current levels, the stock is trading at nine-year highs and it has gained more than 12% over the past three sessions.
The shares are trading 15% higher today after management delivered solid quarterly results overnight.
This issues details our initiation in a packaging name and also provides one company update and two dividend reminders.
We are starting with a small holding as we believe its new executive team will eventually get this engineering and construction firm back on track.
Higher interest rates should boost earnings growth for regional banks, says Portfolio Manager David Peltier.