Steiman's 2013 conviction holdings include Yahoo and Zillow.
Four industrial stocks we like: Cat, Deere, Toll Brothers and DR Horton
With the US and China growing, industrial stocks look alluring.
Risk of a major stock correction is growing
The market has been heading up too far, too fast.
ChipMos and Macquarie Infrastructure delivered for the model
Macquarie Infrastructure may lift its dividend payout once more.
Has 'sell in May' arrived early this year?
Getting more cautious.
Karim Mawji's Special Situations, investing for yield: "I'm not afraid to go to cash"
A Q&A with the new Covestor manager.
QR Energy's stock offered value and we pounced
Even in a bull market, stocks can be mispriced.
My contrarian bet on Spanish stocks
Unless there is a bond market panic, Spanish stocks look promising.
We doubled our cash position for stock correction ahead
We aim to keep our powder dry should stock market decline.
My Fab Five: Facebook, Yahoo, Tesla, Sodastream and Zillow
Here's how my top five picks are doing in 2013.