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The spread between US shale oil and foreign crude is narrowing
Domestically produced shale oil is quickly becoming less and less attractive from a price standpoint compared to foreign produced oil.
Manager Commentary Tyler Kocon on 13 May 2012
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Deconstructing Wells Fargo with triple screen analysis
Let me run you through my analysis for this trade, which should give a good blueprint of how I approach investing.
Manager Commentary Michael Arold on 1 May 2012
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Shale investment plays for a new U.S. energy era
The potential output from the Bakken formation is unprecedented in relation to the U.S. energy industry.
Manager Spotlight Tyler Kocon on 26 Apr 2012
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Apple, PepsiCo and IBM Join Our Most Admired Companies Portfolio
Pepsi is an example of a long term value.
Manager Commentary James Roberts on 14 Mar 2012
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Apple, Liz Claiborne and Radware Are Delivering for This Portfolio
The Opportunistic Arbitrage model gained a solid 21.4% in February versus 4.1% for the benchmark S&P 500.
Manager Commentary Mark Holder on 14 Mar 2012
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3 new momentum holdings and 2 new income producers
While we are keeping one eye on the door for our short term, momentum based investments, we continue to add to the longer term income producing side of the portfolio.
Manager Commentary CJ Brott on 6 Mar 2012
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Five reasons why defense stocks could outperform
With global tensions rising, I doubt President Obama will be able to cut even 1% of the core defense budget in 2013.
Positions Michael Tarsala on 23 Feb 2012
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Using technical points to aid portfolio decisions
When reviewing performance and strategy for my portfolio, I always look at what is happening to the overall market.
Manager Commentary Bill DeShurko on 19 Feb 2012
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Gaining confidence in these top holdings
We moved money out of Apple (AAPL) and Intuitive Surgical (ISRG) to buy more of holdings in our favorite companies like SodaStream (SODA) and QlikTech (QLIK).
Manager Commentary Riddhi Ruparella on 16 Feb 2012
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I expect a market pullback
This year has started well for equities and for my Breakouts and Reversals model portfolio
Manager Commentary Ronald Guerrini on 15 Feb 2012
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