We have less than two weeks left in our original target holding period for Michael Kors, which closed above $50 as recently as December 8th but has since dropped below $43. Not that long ago KORS soared on buyout rumors emanating from Europe, but economic headwinds in the luxury apparel… Read More

We added AmTrust to our portfolio three weeks ago based primarily on its high score from both the growth and value components of our Rapids Profits Matrix. AFSI earns a nearly perfect score of 93% from our formulas based on Warren Buffett and Peter Lynch, which is extremely rare and… Read More

After solidifying a long-term marketing agreement with Navidea Biopharmaceuticals in November, last month Cardinal Health settled longstanding claims with the DEA regarding not reporting unusually large shipments of opioids five years ago. The net effect of both these events should be reflected in the future guidance included in the… Read More

Cisco is the most recent addition to our portfolio, and by far the largest of our holdings with a market cap of $151 billion. For that reason it is difficult to trade CSCO, since it enjoys extensive coverage from Wall Street and is owned by just about every institutional investor… Read More

As I suspected when I issued the buy alert for Gilead Sciences three weeks ago, its stock came under selling pressure during the last week of December dropping its share price below our entry point. Portfolio managers engaging in “window dressing” jettisoned it from their portfolios so it wouldn’t show… Read More

So little has happened with RGR since our previous update one month ago, I could begin this one where that one ended: “We bought RGR one week after the election, when its share price dropped to its lowest level since the beginning of the year. So far, it has traded… Read More