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Lululemon Sprints Ahead on Innovation

Bloomberg Businessweek

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How to Play a Fixed Income Stock in the Energy Market

The spread between the 10-year treasury and the 30-year mortgage rate is completely out of whack right now. We own Horton, Lenard, NVR, three of the five largest home builders. There are 92 million millennials out there and most of them would like to buy a house if they could get a mortgage below 6%.

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