There is a presumption that tomorrow will be worse than today.
We’re raising funds by trimming back Boeing and Xilinx.
We believe new CEO Peter Hancock will be consistent in running the company.
The company's Eagle Ottawa buyout is even more positive than what we had initially thought.
And we are eyeing Twitter for a hyper-growth basket in our technology weighting.
It's not the Fed, the dollar or interest rates. It's supply.
But you can dance until the music stops, in mid-October.
We're starting a new position in this restructuring story. We'll also buy more AIG and trim Cigna.
We like its restructuring, and we see growth and a higher stock price ahead.
The acquisition is a symbol of a much bigger trend.