We are advantage of the market weakness to buy more shares of this holding. We are also bumping up our rating on the stock.
With the stock trading lower today, we have decided to be prudent and sell some shares from this One-rated name.
Three of our holdings have made notable announcements. Here is our take on each.
News that it has changed accounting firms is sending shares of this name lower, so we are using it as an opportunity to buy.
During this week's sharp upturn, we booked some gains on one model portfolio position and added shares to two other names.
There is some news on three of our model portfolio holdings. Here are the highlights.
We see catalysts that will drive shares of this automotive name higher over the next year.
Bryan Ashenberg answers a question about a current model portfolio name that has recently experienced a nice bounce.
We are selling shares from one holding that has been on an upswing and adding to a name that seems to be finding a floor.
As earnings season came to a close for the model portfolio, we trimmed three positions and added to two other holdings.