SSK - you have under 8% cash as of last Friday, almost unheard of for the SSKMP portfolio. So right now you pretty much have to sell something to buy something ..... unless of course you dare go on margin ???
Brought more ARDT at $12.89 Avg. couldn't help myself catching this falling knife. I continue to say this stock is too cheap, trading at less than 7x this year earnings midpoint, the sector typically trade at a 15 multiple but even a 12 multiple here gets us gets us to about $22.50 which would be a huge gain over where I'm buying now. Actually I'm shocked this stock continues to go down after the amazing guidance and the quality q4 they reported weeks back. All is just my opinion, and I could always be wrong though.
Market Data 
Markets 
AI
