The continuing move to the cloud and push for software as a service are enabling TW Telecom to expand its profit margins, says Brian Clancy, Portfolio Manager for the Davidson Multi-Cap Equity Fund. And while its been a tough month for retailers, Clancy also believes that Dick's Sporting Goods will be able to expand its margins as it increases its private label sales. Clancy is also a fan of Ford shares which he says are shaping up nicely as it introduces new models this year and next.

Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.

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