With the GM contract renewal now behind us, a large cloud has been lifted over the EDS shares.

Circuit City is benefiting from the whole digital product cycle and is more competitive in getting the products to the right place at the right time.

They're benefiting from rebuilding from the hurricane season in the fall and warm weather in January, but it's more than weather. The business just has been good. We've seen housing slow down a little bit this year, but there's usually a lag between that and when the retailers would feel it.

Obesity is a major modifiable risk factor for cardiovascular disease.

(There) still might be a deal out there, but at current valuations, we see little room for upside.

They have a strong U.S. boot franchise and future growth potential in Europe.