Breakout Stocks Portfolio Bryan Ashenberg has been picking up names where Wall Street’s emotional reaction has made for opportunity, including ServiceNow, Ultimate Software, Under Armour, and EMC Corp.
Why should investors should take a look at the name? Energy drinks account for approximately 90% of Monster's sales, and the brand holds the No. 2 market share in energy drinks in the U.S., behind Red Bull.
Following last week's Mid America Truck Show, investors are bulled up on the space. In addition, European truck registrations in February also showed continued strength.
Portfolio Manager Bryan Ashenberg says EMC is under-appreciated on Wall Street and is undervalued when backing out the company's VMware stake and cash position.
Shares of Foot Locker may be positioned to move higher as the footwear retailer launches plans in 2014 to remodel 320 stores.
Though he despises selling a stock solely on a valuation basis, Breakout Stocks' Brian Ashenberg let some Under Armour go on Wednesday, keeping what he calls his "core position".
Bryan Ashenberg highlights a report that Nike is going to produce sneakers with power laces in 2015 -- the kind that were showcased on Marty McFly's sneakers in Back To The Future II.
Himax Technologies is an interesting play as it diversifies its TV dependence.
Macau gaming stocks were battered in early trading after January revenue came in below expectations. Trifecta Stocks holding Las Vegas Sands is a way to play the sell-off.
The retail sector has been destroyed as companies have been plagued by poor sales trends and have blamed the cold weather, but VF Corp is a standout in the sector.