Now is the time to buy shares of MSC Industrial, with the stock poised for a rebound after taking a hit.
This lighting and building management solutions company is a potentially good deal for investors.
GE will take months and months to build out a proper base that can support a sustained move.
With considerable chart resistance in the $50 to $56 area International Paper is not attractive at this time.
CMI looks poised to break above the October and December highs, but it may be held back by news or rumors on the U.S.-China trade front.
It could be a rocky period for KLIC due to soft demand for the next quarter.
The 22 names in the portfolio as a group are outpacing the value components of the Russell 2000 and Russell Microcap indices.
The diversified manufacturer's shares have held the $65 area for months and could try the upside again, but traders should be cautious.
The notion that business fixed investment has moderated only recently undersells what's really going on here.
Cogan told TheStreet that he's not too worried about a slowdown in the housing market or the threat of more tariffs.