We believe the company is in the early stages of becoming a mega brand, but are starting with a small stake due to the stock's high valuation.
The company reported additional plans for returning capital to shareholders.
We are initiating a holding in this well-known producer of energy drinks, natural sodas and fruit juices.
The company is joining forces with Cardinal Health to form the largest generic sourcing entity in the U.S.
We are wrapping up our work on some new ideas and hope we to initiate some new model portfolio positions in the near future.
Gold has been on one of the greatest historical runs of any asset class, but signs point to this coming to an end in 2013.
We expect the company will benefit from both cyclical growth and a re-emerging European economy over the coming years.
This diversified global automotive supplier is one of our largest positions and we believe the stock still has plenty of room to run.
The company reported better-than-expected fiscal third-quarter results last night and bumped its fiscal 2014 guidance higher.
We are pleased with the three new names in our model portfolio and we continue to research other interesting prospects.