The falling prices are a boon.
We discuss more on why we added the financial position to our portfolio.
The company is somewhat conservative on guidance.
More thoughts on Dollar General, lululemon and Panera Bread.
The CEO unveils plans to reshape the fast-food pioneer for the future.
Given the plunge in crude, beware of these ancillary minefields as well.
Over time we see the discount to CVS narrowing.
Amid new bank capital rules, we think the 2015 capital return story will be a positive catalyst for MS shares.
And that's too bad, because United Tech and McDonald's are begging for turnarounds.
We are closing this position and raising some cash as we are looking to add to some of our other positions.