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In this choppy market environment, we continue to focus on individual companies' fundamentals.
We respect the macro environment, but we're also mindful of what the companies in our portfolio are doing and saying.
Today's active news flow does not change our strategy of owning the top companies in each sector.
Actions of our politicians have a deleterious effect on consumer and investor confidence.
EPIX, the cross platform premium entertainment service owned by Paramount Pictures, Lionsgate and MGM, is expanding its nonfiction programming slate with a new weekly showcase of documentary films.
Despite the weak macro environment, we're adding to positions in top-tier companies and staying diversified.
EPIX, the premium cable channel owned by Viacom Inc. (NYSE: VIA and VIA.
Despite the volatility, the long-term case for equities is still compelling, and we added to some positions.
Amid negative market news, we added to our positions in best-of-breed stocks that were caught in the down move.
This is a solid stock to own for the long term -- especially given recent market volatility.
For longer-term investors, the time to buy stocks is when it's the most difficult time to do so -- at their lows.
We will continue to add on the pullback given our long-term horizon.
I'm still bullish on this portfolio name after a recent conference call.
While the S&P plummets, we'll buy more shares of two companies that have solid fundamentals.
Despite the market's wild week, keep some perspective: Earnings and balance sheets are good, and key economic data are at least holding steady.
Viacom's CEO Discusses Q3 2011 Results - Earnings Call Transcript
We're going to continue to deploy our cash today, bulking up our positions in two holdings.
The company extends its streak of earnings beats and reports growth in many of its business units.
Stocks are moving higher on the back of strong jobs numbers -- we're not out of the woods by any means, but we're also not at 2008 levels.
Stocks mostly lower after a day of 100-point swings; worries about US, Europe deepen
The PowerShares Dynamic Media ETF is expected to perform well during the earnings season on the strength of rising advertising revenue.
During a rough week overshadowed by politics, we did some rebalancing and bought a great retailer on the cheap.
Business events and economic reports scheduled for the coming week
We are taking advantage of the current weakness to add shares to two of our current holdings.
As macroeconomic issues improved and many companies released good earnings, we added to several positions.
Macroeconomic news is obscuring the good news coming from corporations, and we did some buying this week.
The global macro events are still a headwind, but the company-specific news is good and getting better.
Despite Friday's poor jobs data, not all is negative, and earnings reports will clarify the picture.
As reporting season approaches, three main causes of recent weak economic data look much improved.
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