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Despite headwinds facing the US economy, some of our Growth holdings are making wise business moves that will pay off in the long run. Read More

  • July 6, 2012
  • Alert

Home Depot (NYSE: HD) is the world’s largest home improvement retailer with roughly 2,000 locations in the US, 180 in Canada, 90 in Mexico and 7 in China. In early June, management boosted its long-term targets for return on capi­tal and profit margins and outlined its plans to pay… Read More

  • July 2, 2012

While a summer rally is possible over the next two weeks as investors digest the details of the unexpected bailout breakthrough from Europe, we’re suspicious of the sustainability of any market upside. Read More

  • June 28, 2012
  • Alert

Despite headwinds facing the US economy, our holdings are making wise business moves that will pay off in the long run. Read More