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  1. The Friday Five

    Five stats from the market and the stories behind them. This week: Fed's $40 billion bond buys in question, Wal-Mart's worrisome 1% same-store sales growth, and more.

  2. Key Themes for the Small-Cap Space

    Glenmede manager Chris Colarik sees growth ideas in the auto and aerospace industries, while calming political headwinds could make way for the tech sector, as well.

  3. Where Sequoia Finds Value in Retail

    Sequoia's David Poppe and Bob Goldfarb make the case for portfolio holdings TJX, Wal-Mart, and Target.

  4. Picking Carefully in Health-Care and Retail

    Mainstay Large Cap Growth subadvisor Clark Winslow discusses the fund's positions in consumer and health-care stocks given the economic and policy head winds.

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