August 10, 20200CommentsPosition Close Update: Lumentum (LITE)We think there are better opportunities in the current market and are closing this long recommendation. Lumentum (LITE) by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20200CommentsFocus List Stocks: Long – Updates 8/7/20We’ve made the following updates to our Focus List Stocks: Long Model Portfolio as of August 7, 2020. by Kyle Guske II, Senior Investment Analyst, MBA
January 15, 20200Comments3 Outperforming Long Ideas with More Room to RunWe're looking at picks that outperformed last year, each of which we remain bullish on heading into 2020. by Sam McBride
January 23, 20190CommentsMarket Is Missing the Growth Potential For this Tech LeaderThis iPhone supplier has other high-growing business lines, new potential customers and uses for its products, and it just completed a quality acquisition. by Sam McBride
January 16, 20190CommentsLong Idea Highlights From 2018We’re taking some victory laps and looking at our picks that outperformed in a down market last year. by Sam McBride
April 5, 20180CommentsPosition 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. by Sam McBride