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The market remains in a positive trend, despite turbulence
The market in general remains in an uptrend that likely will lead to multi-year highs.
Manager Commentary Mark Holder on 16 May 2012
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Liz Claiborne's new makeover may be a profitable one
In mid-May, Liz will change its name and stock ticker to Fifth & Pacific (FNP) and may become one of the top retail stocks during 2012.
Manager Commentary Mark Holder on 30 Apr 2012
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As China fears lift our material stocks will benefit
The biggest impact to the model has been the fear over global growth and especially China
Manager Commentary Mark Holder on 21 Apr 2012
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This stock market is on track for multi-year highs
This model will remain fully invested to capture as much upside as possible while protecting against any major downside.
Manager Commentary Mark Holder on 19 Apr 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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The Portfolio Bids Adieu to Gilead and Banco Itau
The Net Payout Yields model gained a solid 4.9% in February versus 4.1% for the benchmark S&P 500.
Manager Commentary Mark Holder on 13 Mar 2012
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Buying cheap stocks on this market rally
The year got off to a solid start, with more gains expected.
Manager Commentary Mark Holder on 19 Feb 2012
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Valuations now look extremely attractive
Our top sectors for 2012 include Emerging Markets, Networking Equipment, Life Insurance and Oil Services.
Manager Commentary Mark Holder on 24 Jan 2012
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High buyback stocks could shine this year
Investors jumped into "dividend only" stocks at the end of 2011, chasing yield with reckless abandon.
Manager Commentary Mark Holder on 18 Jan 2012
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Staying highly leveraged, as equities remain attractive
October was an exceptional month for this portfolio.
Manager Commentary Mark Holder on 22 Nov 2011
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