TheStreet.com Breakout Stocks

Taking Note of a Key Indicator

twocents@thestreet.com (Bryan Ashenberg) — Wed, 19 Jun 2013 16:23 GMT

We remain bullish on two holdings with exposure to non-residential construction activity.

Breakout Stocks Weekly Summary

twocents@thestreet.com (Bryan Ashenberg) — Mon, 17 Jun 2013 20:33 GMT

Amid churning market action this week, we added a new model portfolio position, closed another and trimmed one large holding.

Trimming a Large Holding

twocents@thestreet.com (Bryan Ashenberg) — Mon, 17 Jun 2013 13:59 GMT

The stock is too great a percentage of the overall model portfolio.

Earnings Preannouncement Boosts Shares

twocents@thestreet.com (Bryan Ashenberg) — Thu, 13 Jun 2013 14:27 GMT

The continued strength in low-end smartphone sales in China bodes well for this name.

Moving to the Exit

twocents@thestreet.com (Bryan Ashenberg) — Thu, 13 Jun 2013 13:51 GMT

This cinema name's great growth story has left less room for upside at this point, so we are booking our gains now.

Picking Up a Financial

twocents@thestreet.com (Bryan Ashenberg) — Thu, 13 Jun 2013 13:24 GMT

Our interest piqued by a recent upgrade, we're initiating a position in this undervalued investment firm.

Ask BOS

twocents@thestreet.com (Bryan Ashenberg) — Thu, 13 Jun 2013 12:28 GMT

Bryan Ashenberg answers one subscriber's questions about his strategy behind four recent moves in the model portfolio.

What We're Thinking

twocents@thestreet.com (Bryan Ashenberg) — Wed, 12 Jun 2013 17:21 GMT

Here are two examples of what we are seeing on our screens.

Good News Out of Europe

twocents@thestreet.com (Bryan Ashenberg) — Wed, 12 Jun 2013 15:56 GMT

The positive tone of the European Automotive Conference provides welcome support for one of our holdings in this sector.

Breakout Stocks Weekly Summary

twocents@thestreet.com (Bryan Ashenberg) — Mon, 10 Jun 2013 20:40 GMT

With the health of the economy still up for debate, we made several adjustments to the model portfolio this week.

Sticking With This Semi

twocents@thestreet.com (Bryan Ashenberg) — Fri, 07 Jun 2013 14:50 GMT

Although this name is experiencing some weakness today, it is about to head into its strongest seasonal selling period.

Trimming an Industrial Name

twocents@thestreet.com (Bryan Ashenberg) — Thu, 06 Jun 2013 16:14 GMT

We are selling some shares from this position as the market has soured on this group.

Ask BOS

twocents@thestreet.com (Bryan Ashenberg) — Thu, 06 Jun 2013 15:33 GMT

Bryan Ashenberg answers one subscriber's questions about four individual model portfolio holdings.

Making Two Tech Trades

twocents@thestreet.com (Bryan Ashenberg) — Wed, 05 Jun 2013 19:52 GMT

We are selling shares from one holding to fund purchasing more shares of a name that we feel has greater upside potential.

Names in the News

twocents@thestreet.com (Bryan Ashenberg) — Wed, 05 Jun 2013 17:26 GMT

Several of our holdings are generating significant news flow today. Here is our take on the developments.

Shifting Our Retail Exposure

twocents@thestreet.com (Bryan Ashenberg) — Tue, 04 Jun 2013 14:49 GMT

We are buying more shares of one name and funding the purchase by trimming another and changing our ratings on both stocks.

Mixed Fiscal First-Quarter Results Posted

twocents@thestreet.com (Bryan Ashenberg) — Tue, 04 Jun 2013 14:34 GMT

We are sticking with this name due to its compelling valuation and intact fundamental outlook.

Breakout Stocks Weekly Summary

twocents@thestreet.com (Bryan Ashenberg) — Mon, 03 Jun 2013 20:44 GMT

This week, we initiated a position to the model portfolio, added shares to one name and trimmed two other holdings.

Adding Shares

twocents@thestreet.com (Bryan Ashenberg) — Mon, 03 Jun 2013 18:43 GMT

We are also raising our rating on this name to a One as we believe its increased focus on pricing is a positive.

Expecting Measured Performance and Guidance

twocents@thestreet.com (Bryan Ashenberg) — Mon, 03 Jun 2013 15:53 GMT

We hope to get some insight into its business and cross-selling strategy when this name reports after the close.