Position Close Update: InnerWorkings (INWK)
While INWK’s fundamentals remain weak, the growth expectations implied by its valuation have become less unrealistic after the large price decline.
Kyle Guske II
Past Performance Tracking
Kyle Guske II
Position Close Update: Ross Stores Inc. (ROST)
The rise in valuation means ROST no longer stands out as an especially good value.
Kyle Guske II
Position Close Update: Synchrony Financial (SYF)
Even though SYF’s valuation remains cheap, its declining fundamentals and the risk of further contract losses make the risk too high to remain in the stock.
Sam McBride
Model Portfolio Performance Through 2Q18
Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 2Q18.
Kyle Guske II
Position Close Update: Carter’s Inc. (CRI)
The rise and valuation and the decline in fundamentals means CRI no longer stands out as an especially good value and we are closing this position.
Sam McBride
Position Close Update: Cracker Barrel Old Country Store (CBRL)
A decline in fundamentals, along with an increasingly competitive industry, lead us to close this position and remove it from our Focus List – Long Model Portfolio.
Kyle Guske II
SoftBank Investment Validates GM’s Self-Driving Superiority
General Motors remains undervalued, and this latest positive development leads us to add it to our Focus List – Long Model Portfolio.
Kyle Guske II
Successful Danger Zone Pick Continues to Outperform
Since our original Danger Zone report and being added to our Focus List – Short Model Portfolio, this stock has significantly outperformed as a short position.
Kyle Guske II
Position Close Update: Etsy Inc. (ETSY)
The valuation alone is not enough to justify keeping this position open given the large improvement in the firm’s fundamentals led by a new management team.
Kyle Guske II
Position Close Update: National Research Corp (NRC)
While the firm’s fundamentals remain strong, its valuation no longer offers attractive risk/reward.
Kyle Guske II
Position Close Update: Dentsply Sirona (XRAY)
While XRAY’s fundamentals remain weak, the growth expectations implied by its valuation have become less unrealistic after the large price decline.
Kyle Guske II
Position Close Update: Knoll Inc. (KNL)
A decline in fundamentals, along with a weakening competitive position (KNL no longer earns the highest ROIC among competitors) lead us to close this position.
Kyle Guske II
Position Close Update: Briggs & Stratton Corp (BGG)
While BGG’s fundamentals remain weak, the growth expectations implied by its valuation have become less optimistic.
Kyle Guske II
Position Close Update: Target Corporation (TGT)
The decline in fundamentals along with what appears to be a weakening competitive position versus Walmart (WMT) and Amazon (AMZN) lead us to close this position.
Kyle Guske II
Model Portfolio Performance Through 1Q18
Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 1Q18.
Kyle Guske II
Position Close Update: Snyder’s-Lance Inc. (LNCE)
Due to an acquisition, we have closed this position and removed it from our Focus List – Short Model Portfolio.
Kyle Guske II
Position Close Update: Tutor Perini Corp (TPC)
Growth expectations implied by its valuation have become less unrealistic, especially factoring in the lower tax rate going forward and as a result, we are closing this position.
Kyle Guske II
Position Close Update: Oclaro (OCLR)
LITE made an acquisition offer on March 12 and enough time has elapsed that a bidding war no longer seems likely, so we are closing our OCLR position.
Sam McBride
Position Close Update: Skechers USA (SKX)
The fundamentals no longer look strong enough for us to continue recommending the stock as one of our top long ideas, so we are closing this position with respectable gains...
Sam McBride
Position Close Update: Spectrum Brand Holdings (SPB)
Due to a rating change and merger with HRG, we are closing this position.
Kyle Guske II