more risky than many investors think. The CLS Portfolio Management Team recently took a deeper ..... staples, and consumer discretionary. At CLS , our view is that investors benefit from ..... cause things to quickly turn negative. CLS approaches factors in a more balanced way, using multiples such
CLS : British Politics – Monetary Policy – Tactical Strategies
LONDON, March 23 (Reuters) - Average daily volumes in the global foreign exchange market fell in February after soaring the previous month in the wake of Switzerland's shock removal of its currency cap, data from FX settlement system CLS showed on Monday.
an important point to bear in mind. At CLS , we have talked about the self-healing aspects ..... which is exactly what we are doing at CLS ; purchasing high-quality stocks that have massive cash piles, strong earnings, and low ..... share by the earnings per share. 1244- CLS -3/9/2015
We are putting Stein Mart SMRT under review as we digest the company's second-quarter results and its outlook for the back half of the year. While we recently revised our near-term sales and margin assumptions downward given the company's exposure to the Florida and California markets, we think the
international outperformance has boded well for CLS ’s AdvisorOne funds strategies this year ..... evident in portfolios for a long time at CLS , and is one of our investment themes in 2015; however, we have observed ..... political risk and currency risk. 1160- CLS -2/23/2015
CLS Weekly Market Review
After looking at Celestica 's CLS most-recent quarter, we are sticking with our fair value estimate. Overall, the ..... quarter, we will be testing our assumptions and will further gauge the progress of Celestica 's turnaround.
review each of these “big Es” and how CLS is reacting to them. Europe: Starting to Rebound ..... currency terms). Where to next? In short, CLS is continuing to build positions in Europe. There are ..... and recently it has been pouring.” 1 CLS is continuing to hold energy stocks. Earnings
We are sticking with our fair value estimate for Polo Ralph Lauren RL after reviewing first-quarter results. Revenue totaled $1.07 billion, representing a 12% increase over the prior-year quarter, driven by strength in the wholesale and retail businesses. The wholesale segment grew 12%, primarily