As I continue to doubt the longevity of the market’s bullishness, I’ve been content to stay on the sidelines rather than plow into any new ideas. If I can save a few points on a trade by stepping in at a short-term low rather than a short-term high, so much the better… a nickel here [...]

We’re still not looking to add any new positions just yet, but we’re certainly finding some that are highly interesting. Most of the ones that we’ve previously mentioned are still on the radar, but there are a few new ones that could be purchased soon. They are (in no particular order)…
Republic Services Inc. (RSG)
The buy [...]