August 10, 20200Comments

Position 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, 20200Comments

Focus List Stocks: Long – Updates 8/7/20

We’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, 20200Comments

3 Outperforming Long Ideas with More Room to Run

We're looking at picks that outperformed last year, each of which we remain bullish on heading into 2020.

by Sam McBride

January 23, 20190Comments

Market Is Missing the Growth Potential For this Tech Leader

This 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, 20190Comments

Long Idea Highlights From 2018

We’re taking some victory laps and looking at our picks that outperformed in a down market last year.

by Sam McBride

April 5, 20180Comments

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.

by Sam McBride