We remain bullish on two holdings with exposure to non-residential construction activity.
Amid churning market action this week, we added a new model portfolio position, closed another and trimmed one large holding.
The stock is too great a percentage of the overall model portfolio.
The continued strength in low-end smartphone sales in China bodes well for this name.
This cinema name's great growth story has left less room for upside at this point, so we are booking our gains now.
Our interest piqued by a recent upgrade, we're initiating a position in this undervalued investment firm.
Bryan Ashenberg answers one subscriber's questions about his strategy behind four recent moves in the model portfolio.
Here are two examples of what we are seeing on our screens.
The positive tone of the European Automotive Conference provides welcome support for one of our holdings in this sector.
With the health of the economy still up for debate, we made several adjustments to the model portfolio this week.