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Weekly Focus Article: NII Holdings (NIHD)

Happy New Year and welcome to the third weekly focus article. Our first purchase, United Therapeutics (UTHR) continued to gain ground last week and is now up more than 10% since we added it to the model portfolio. Following additional discussions with several hedge fund managers over the last week it appears that the decision to keep alternative asset management company Och-Ziff (OZM) on the watchlist is probably prudent. A cluster of insider purchases at NII Holdings (NIHD), high growth and reasonable valuation convinced us to take a closer look at the ...

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