Research Notes: Closing Out Winners And Losers

We update seven past recommendations including Adobe, boating stocks, Nathan's Famous and more...

Highlights:

• We update seven of our past recommendations.

• Our short theses on boating stocks and Kulicke & Soffa may come back around in the not-too-distant future.

• We’re sticking with NATH — and taking profits in NX, ADBE and BURL.

• TXRH dodged cyclical weakness. We believe there are better opportunities elsewhere in the sector.