| May 02, 2013
| 7:48 AM EDT
While everybody wrings their hands about whether or not to sell in May -- and when exactly to sell -- managers with a lo...
Hertz is just on the verge of driving into large-cap land.
Here are two quality names in the sector to watch for a pullback.
You may not want to buy a soaring stock, but you shouldn't disqualify it either.
| Apr 24, 2013
| 12:31 PM EDT
We initiated a position in ORCL this week, as the stock appears to be settling down near its 200-day line. Although it g...
Beware of cramming all your funds in one basket.
Let's take a good look at other members of this space -- an insurer and a transaction processor.
| Apr 18, 2013
| 10:45 AM EDT
Adjusting my outlook on one of our holdings, VMware (VMW).
Last quarter, the company missed EPS views ($1.76 vs. $1.90)....
A good, hard look at our holdings suggests caution around AT&T, and that AutoZone still appears buyable.
| Apr 16, 2013
| 10:05 AM EDT
Following up on Jim's column on "The China Decline" - one of the holdings in our client portfolios is DGS, Wisdom Tree's...