We used the weakness on Monday to add to our positions in McDermott and Atmel.
We'll boost our stake on recent weakness ahead of upcoming results.
The selloff hit many model portfolio names, but shares remain attractive for their yields.
Management can continue to turn the business around, even in a volatile energy price environment.
Vantage Drilling, Pacific Sunwear and Atmel are today's big winners in the portfolio.
The purchase will create the second largest U.S. gas and electric utility.
These are good stocks if you don't own them already.
And we have other targets in mind.
After a frenzied week, we're circling the wagons and staying on the lookout for attractive buys.