We like the risk/reward and the company's buyback plans.
We like company's long-term strategy.
We’re a bit low on cash, so we’ll take some profits.
We'll get some net interest margin going.
We are cleared of restrictions on three positions.
Given these August metrics, we wouldn’t be surprised to see an earnings beat for the third quarter.
The Mojang deal reveals management is eager to return the company to its growth roots.
The upcoming IPO is pressuring our high-growth favorites, and we see an opportunity.
Most of the commentary was encouraging but held few surprises.
We are also particularly impressed by the company’s aggressive omnichannel strategy.