The 22 names in the portfolio as a group are outpacing the value components of the Russell 2000 and Russell Microcap indices.
Chatham Lodging Trust and Cedar Fair are two well-run companies with very attractive yields that can help balance a portfolio.
Regarding the latter, it may be time to protect profits on long positions
Various analysts are concerned about what's ahead in the near term for the video game giant as it cuts the cord with the Destiny franchise.
The best retailers are still Amazon, and probably Walmart.
A number of analysts maintain the beer and wine giant's valuation is even more attractive for long-term investors thanks to a sharp decline in its shares.
Cook's appearance with Jim Cramer on "Mad Money" is helping Apple's shares maintain recent gains that followed a sharp decline.
Shares of the homebuilder seem poised to rise, but further consolidation and accumulation is probably needed to support a more sustained rally.
The entertainment giant's mounting debt load is giving analysts pause about the potential of its share price.
Fitbit's balance sheet remains solid and I still believe it is undervalued.