There are several positions that catch our eye.
Action Alerts PLUS has been buying into it.
The stock seems to have bottomed in the low $90s.
The turnaround effected by its new management team has caught my attention.
Low rates and bullish company calls mean these building-material plays look good.
This asset manager's stock pullback looks like an opportunity.
Why I'm bullish on this stock for the long term.
There'll be a gradual reacceleration of organic growth throughout 2014.
Its conference season in New York and one presentation that I attended was Capital One.
The bank stocks continue to be laggards following the disappointing 1Q results, a flurry of management missteps (think Bank of America's capital change) and the flat yield curve.