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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Oct 13, 2014
The Correction: No Panic Selling on Columbus Day
The most expensive research is free research – it can cost you dearly. The tide is going out…but will it bring a tidal wave? Have you built an arc…yet?
Oct 10, 2014
The Correction: Draghi; Chip, Telecom Warnings; Oil and MLPs
“Without reform, there can be no recovery.” – European Central Bank President Mario Draghi
Oct 9, 2014
The Correction: The Markets Took a Turn for the Worse Thursday
Strong reports from Alcoa and Pepsi could not buoy the markets. We might get another big leg down soon. Pay attention.
Oct 9, 2014
What Members Are Talking About: Ford, Gilead, and Boeing
We like to be an open book to members. Please be sure to reach out to our team at any time.
Oct 7, 2014
The Correction: The Markets Are Not Panicking
Let’s talk a bit about old tech and a couple disappointing pre-announcements. Third-quarter earnings season may not be bright.
Oct 6, 2014
The Correction: Markets Continue to Breathe Sigh of Relief Monday
The market shrugs off GT Advanced bankruptcy.
Sep 30, 2014
Pay Attention!
eBay splits up and more.
Sep 30, 2014
This Just Feels Different…Mr. Brown
We think the correction is coming. Here are 7 reasons why we plan to reduce exposure to cyclicals and add some protection to the portfolios.
Sep 28, 2014
Wow…Nike. Wow. Innovation Brews Growth.
Nike put up a fantastic fiscal 2015 first quarter, but the market is not offering a bargain on shares. The company’s ability to innovate is among the best.
Sep 28, 2014
Starboard and Yahoo
Starboard values Yahoo’s consolidated holdings and core operations at $41 per share on an after-tax basis.


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