(Top Pick Apr 14/14, Up 36.36%) It was one of the cheaper names in the whole market. She recommended it when they were at a floor in the stock price. They are doing well leveraging their loyalty card. She thinks there is still quite a bit of run room left.
Had a really tough time. 2/3rds of sales are outside of the US. You have a decent yield, but not sure you are getting paid enough for their growth. It may be an opportunity to buy into it.
This is a growth stock with a growth multiple attached to it. They started to roll out a facility for ordering online. She looks for value so this one doesn’t interest her.
They have a lot of good things going for them. There are a lot of institutional clients diversifying away from equities and into the infrastructure space. There are good opportunities to grow the book. Keep a tight leash on it.
They are exposed to the energy market so it has not been fun for these guys. They have a number of new products coming out. It will trade with the oil price a bit here. They are in a good position to come through this period of low oil prices.
They make the software and hardware that allows engineers to test electronics before we use them. They made a lot of investment in the transportation space.
(Top Pick Apr 14/14, Up 17.56%) She bought into a time where there were slowing sales. Now we have seen a nice up-tick in sales.