The Russian ruble collapse will hurt the company.
Amid a continued oil price-dominated market, we added to holdings in one model portfolio name after its strong quarterly results.
We believe the company's capital return plan for 2015 will be positively received.
There is near-term opportunity to buy this stock.
The market’s volatility is directly tied to the movements and interpretations of the movements in the price of oil.
We see TrueCar as a game changer and believe 2015 will be an interesting ride.
The charts indicate that Under Armour will be ready to move in the new year.
As oil prices continued to dominate the market's focus this week, we sold some shares of one model portfolio name for a nice gain.
Given the price of oil, we view the reduction as prudent and suspect we will see other names in the space follow suit.
We believe the deal is accretive as Cubist has a strong antibiotic business with a robust late-stage pipeline.