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Why we're bullish on Hewlett-Packard
The well-documented missteps at Hewlett Packard provided us with what we feel is an opportunity to buy shares in a company that remains competitive in most of its business lines, generates a lot of free cash flow, and has a sterling balance sheet.
Manager Commentary Jean-Luc Nouzille on 12 Oct 2011
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These companies show fundamental and technical strength
PetSmart (PETM) remains strong as Americans resist cutting back their purchases for Fido during any recession.
Manager Commentary Robert Freedland on 12 Oct 2011
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2 dividend value stocks I'm buying up here
Why Chris Santiago bought more AT&T and Freeport McMoran - and has his eye on 3M.
Manager Commentary Chris Santiago on 12 Oct 2011
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The U.S. economy has slowed dramatically, so here's where we're investing
The one bright spot - developing countries, which are still growing.
Manager Commentary Ben Dickey on 11 Oct 2011
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I'm now positioning for the next bull market
The global financial system is being tested again, which means that opportunities are likely to present themselves.
Manager Commentary Kevin Shine on 11 Oct 2011
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Pain is no excuse to abandon discipline
Being greedy when others are fearful may be wise, but it doesn’t come easy. It is not human nature.
Manager Commentary Dan Plettner on 11 Oct 2011
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Goldman's take on the economy: Let's get real
While there have been a few positive signs of improvement in the economy, the underlying factors that drive the economy - spending and credit growth - are still anemic.
Manager Commentary Terence Grennon on 10 Oct 2011
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Eventually this self-perpetuating volatility will play itself out
We continue to see value in American and European multinationals with high and rising dividends.
Manager Commentary Charles Sizemore on 10 Oct 2011
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Expecting Q3 earnings reports to disappoint
Neither the earnings discussion nor the possibility of a hard landing in China have found their way into mainstream media yet, which is concerning.
Manager Commentary Michael Arold on 10 Oct 2011
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Corporate profits, consumer spending point to a recovery
Bob Gay is founder of Global Equity Analytics and Research Services [GEARS]. He manages 4 investment models on Covestor.
Manager Commentary Robert Gay on 10 Oct 2011
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