|Day Low/High||41.55 / 42.00|
|52 Wk Low/High||26.00 / 44.99|
It was a strong week for the portfolio, with more than half of our active positions outperforming both the S&P 500 and the Russell 2000.
It was busy week of earnings for the portfolio as three positions reported amid an unsettled market.
We increased our holdings in a pair of positions last week amid the rapid fire of earnings reports and M&A activity.
The portfolio had several outperformers last week as September-quarter earnings season heated up and a round of mergers made headlines.
Jim Cramer likes AMN Healthcare's story; but says Intuit is better than H&R Block.
The market's getting nervous about the prospect of a Democratic landslide, says Jim Cramer.
In a week that saw negative pre-announcements and data, we added twice to a portfolio holding at attractive levels.
New Ticker Chosen to Represent AMN Brand and Services
We added another new position to the portfolio during a week where a weak jobs report and declining GDP forecasts weighed on markets.
Cramer is no fan of Pacific Ethanol but would buy Randgold Resources.
Cramer sees no deal until after Twitter reports earnings, which are expected to be hideous.
We added to 2 positions during a volatile last week of the quarter, but still have ample cash for the seasonally strongest time of the year.
Shares have drifted lower so we are building the position while improving our cost basis.
Our buying spree continues as we added to 4 positions last week amid a Fed-induced rise in the S&P.
We took advantage of several opportunities over the last week to scale into positions and improve our cost basis.
In a week where volatility finally returned on Friday, we initiated a new position, added to an existing holding and bolstered the Bullpen.
The story we will be focusing on is the net margin outlook over the coming quarters.
We continue to add names to the portfolio and will look for further buys heading deeper into a historically weak month for the market.
For 4th Year, AMN Healthcare Sponsors Medical & Community Support Mission
A majority of the portfolio's holdings outperformed the S&P 500 during a largely quiet week highlighted by Janet Yellen's speech.
We continued to add to the portfolio last week, bringing AMN Healthcare in from the Bullpen amid lazy late-summer trading.
We are moving AMN Healthcare Services out of the Bullpen and into the portfolio.