Brunswick (NYSE: BC) shot up 10% last week under the rising tide of strong consumer confidence. The stock is up 35% since my purchase but is still below my $67 target. Investors won’t have a great read on demand until the company reports its fourth quarter earnings at the end of January. Recent management shuffling gives me pause and I’ll be digging into industry channels to see if I can gain more insight on demand levels.

Gypsum Management and Supply (NYSE: GMS) expanded its reach into the Midwest with its Dec. 6 purchase of Interior Building Supply. This distributor supplies interior doors and ceiling products to professional contractors in northwest Indiana. Terms were not disclosed but we’ll look for more insight into market growth when GMS reports its October quarter before the market opens on Dec. 13.

Integrated Device Technology (NSDQ: IDTI) was initiated with a buy rating by brokerage firm Loop Capital.

Patrick Industries (NSDQ: PATK) acquired certain assets of two Indiana based RV component suppliers. The purchase gives Patrick access to specialty PVC wires and cables and harnesses used in manufacturing RVs. Owning the production of these components expands the company’s dollars of content per vehicle manufactured. The $25 million purchase will add $21 million in annual sales and will add to profits.

Vera Bradley (NYSE: VRA) I sold Vera Bradley today after weak guidance for fourth quarter earnings. I’ve been more than patient giving Vera time to garner higher sales and profits from its new line of bags. While there have been a few quarters of success, the company’s guidance for a huge shortfall in the fourth quarter is the last straw. Lower orders from department stores and increased markdowns on traditional quilted bags are outweighing any benefit from the new bags. Although third quarter earnings looked pretty much in line, they were boosted 3c by a lower tax rate. Fourth quarter guidance is for earnings of 24c versus estimates of 47c. The company has $2.26 a share in cash and is still solidly profitable but likely won’t see an increase in earnings until the first quarter ending in April.