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Vantage Drilling, Pacific Sunwear and Atmel are today's big winners in the portfolio.
After a frenzied week, we're circling the wagons and staying on the lookout for attractive buys.
We are parking half of our cash in the iShares Russell 2000 ETF.
It was a busy week for the portfolio, as we closed 2 positions and added to 5 others.
TheStreet highlights 3 stocks that pushed the Retail industry
This week, we used weakness to add to 4 positions as the market halted a losing streak.
The company can deliver solid sales in the back-to-school period.
Despite recent declines in MDR and PSUN, we think both companies are on the right track.
No moves with the portfolio this week, but we're watching for some additions.
We took advantage of this week's volatility to initiate one position and add to 2 others.
This week, we added to 2 positions in a volatile market as earnings season drew nearer.
With Greece-related weakness and our large cash position, we'll consider putting money to work.
We used weakness to add to 4 holdings in a volatile week for stocks.
The Gap isn't the only struggling chain at the mall that's scaling back significantly.
We made several moves in the portfolio amid a volatile week for equities markets.
This week, we took advantage of market volatility to add a new position, book profits in some and add to others.
With an interest-rate hike looming, we took some profits in a banking position this week.
This week, we added to 3 portfolio positions and booked profits in another. Lots of economic reports ahead.
We view an earnings-driven decline as a buying opportunity.
We'd consider adding to our holdings once we digest today's numbers.
On Thursday, several retail companies and Avago Technologies will give their quarterly results and some key economic reports of interest to investors will be released.
On Thursday May 28th we await earnings results from Abercrombie & Fitch (ANF), Express (EXPR), Pacific Sunwear (PSUN), GameStop (GME), Ulta (ULTA), and Avago Technologies (AVGO).
This week, we added to one position after a pullback and are looking to do the same with others.
Jill Malandrino and Michael Khouw on GDP, housing and manufacturing data and upcoming consumer-related earnings.
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