S&P 500 2,368.06 6.93
Gold$1,224.80 $5.30
Nasdaq 5,914.34 16.79
Crude Oil $60,490.00      $-1570.00
Market Update

Booker Agrees to Merge with Tesco, H&M Drops on Inventory Worries
Mar 30, 10:50 AM ET 
Booker agreed to be acquired by Tesco for £3.7 billion. DFS Furniture reaffirmed revenue and pretax profit forecast. Hilton Food net surged. H & M drops to a new 4-year low on inventory worries. Symetis agreed to be acquired by Boston Scientific.
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Westinghouse Files for Chapter 11, Vertex Surge on Positive Phase 3 Trial
Mar 29, 6:00 PM ET 
Paychex profit surged after improved segment revenues. Secureworks net loss narrowed after 26% jump in revenues. Westinghouse owned by Toshiba filed for bankruptcy protection. UniFirst revenues jumped. Verint net plunged. Vertex Pharma surged after positive phase 3 trial.
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STOCK MOVERS

U.S. Movers: Paychex, Secureworks, Toshiba, UniFirst, Verint, Vertex Pharma
Mar 29, 6:53 AM ET 
Paychex profit surged after improved segment revenues. Secureworks net loss narrowed after 26% jump in re...
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U.S. Movers: Amazon, At Home, Darden, Ford, FactSet, McCormick, Red Hat
Mar 28, 7:04 AM ET 
Amazon agreed to buy Dubai-based Souq.com for $800 million. At Home net tumbled. Carnival lifted fiscal o...
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U.S. Movers: Cal-Maine, Dow Chemical, G-III, Gazit Globe, Zynerba Pharma
Mar 27, 1:02 PM ET 
Cal-Maine Foods revenues dropped 32% as egg prices skid. The European Commission approved Dow and Du Pont...
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U.S. Movers: Basic Energy, Finish Line, GameStop, KB Home, Micron Tech
Mar 24, 12:33 PM ET 
Basic Energy net loss widened after the oil driller emerged from prepackaged bankruptcy. Finish Line net ...
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U.S. Movers: Accenture, Conagra Brands, Cintas, Five Below, PVH, Scholastic
U.S. Movers: Actuant, Amaya, FedEx, Perry Ellis, Sears, Winnebago
U.S. Movers: Beasley Broadcast, General Mills, Lennar, Lands End, Marathon Oil
U.S. Movers: Moneygram, Movado, Syros Pharmaceuticals, Sprouts Farmers
U.S. Movers: Adobe, Caleres, Omeros, MannKind, Tiffany
U.S. Movers:3M, Cato, Dollar General, Guess, Jabil Circuit, PFSweb, Smart Sand
Mutual funds Q&A

Behave When Others Misbehave
Sterling Capital Behavioral Small Cap Value Equity Fund
Robert Bridges, Robert Weller
“We start with the position that human beings really do have myopic decision making. A lot of mistakes ar...

Rise and Rise of Natural Gas Distributors
Hennessy Gas Utility Fund
Skip Aylesworth, Ryan Kelley
“The fundamental investment thesis for the Fund is low and stable pricing in natural gas along with abund...

Allocation, Selection, and Caution
James Balanced: Golden Rainbow Fund
Barry R. James
“We started with a basic theory that stocks do not move randomly; there are paths of inefficiency, and l...
MANAGEMENT TALK Q&A

Defined in Holdings and Time Periods
Rich Stewart
What we say in the UIT industry is that you know what you own because there’s transparency; you know exac...

Stratified Returns
It’s a simple methodology and what it does is it basically selects the top scoring 75% of the market and ...

Evolving the Alternative Landscape
Dick Pfister
We provide access and we monitor alternative investment managers. This provides comfort to the investment...
Sterling Capital Behavioral Small Cap Value Equity Fund
Robert Bridges, Robert Weller
“We start with the position that human beings really do have myopic decision making. A lot of mistakes are caused by fear, greed and ego, so for the astute disciplined investor that creates opportunity and that’s where we come in.”
Hennessy Gas Utility Fund
Skip Aylesworth, Ryan Kelley
“The fundamental investment thesis for the Fund is low and stable pricing in natural gas along with abundant supplies leads to increased consumption which results in more and more natural gas moving through the distribution system to end users.”
James Balanced: Golden Rainbow Fund
Barry R. James
“We started with a basic theory that stocks do not move randomly; there are paths of inefficiency, and losing money is a very bad thing. Our approach is to take the least amount of risk that does not prevent us from making money.”
Olstein Strategic Opportunities Fund
Eric R. Heyman
“We believe equity markets tend to overreact and sharply penalize small- to mid-size companies that encounter problems or stumble in the face of Wall Street’s unrelenting expectations for constant growth. The market’s short-term reaction to such situations often creates compelling investment opportunities for the long-term value investor.”
RidgeWorth Seix High Income Fund
Michael Kirkpatrick
“One final potential advantage is that we take a longer timeframe, think about the valuation of the business and try to buy at a discount to our assessment of the company’s valuation.”










EARNINGS CALENDAR

SYMBOL COMPANY NAME EARNNINGS AUDIO
ECONOMIC CALENDAR

INDUSTRY DATE TIME
Gross Domestic Product [GDP] 2017-03-30 8:30 AM
Jobless Claims 2017-03-30 8:30 AM
EIA Petroleum Status Report 2017-03-29 10:30 AM
International Trade in Goods 2017-03-28 8:30 AM
Durable Goods Orders 2017-03-24 8:30 AM
Jobless Claims 2017-03-23 8:30 AM
Sources: Data collected by 123jump.com and Ticker.com from company press releases, filings and corporate websites. Market data: BATS Exchange. Inc