Hillshire hit our target price after Pilgrim’s Pride offer.
The management team at Comverse hasn’t delivered.
Our investment horizon extends beyond a quarter.
The new Kodak has a more focused strategy.
The portfolio’s energy and utility holdings are well-positioned.
The New York Times has slimmed down, but it was time to sell.
Avon’s disappointing earnings raise doubts about its potential.
Two of our tech holdings performed well in November.