Research Notes: Closing Out Winners And Losers
We update seven past recommendations including Adobe, boating stocks, Nathan's Famous and more...
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.