February 2017 US advance goods trade balance -64.8bn vs -66.4bn exp

NEPC adds $81.88M to VTC, boosting its stake to 5.85% AUM. VTC yields 4.74% with 4.96% 1-yr return.

MTH drops 3.3% on rate fears. It's down 12% YTD, trading 29.7% below its 52-week high.

WM's 5%+ YTD gains & 31.3% EBITDA margin shine, but P/E of 34 signals high valuation.

SMCI plunges 30% on smuggling charges; valuation now 65% below 52-week high.

AI chip stocks AVGO & TSM trade at cheap PEG ratios (0.73, 0.79) despite strong growth, offering long-term upside.

SaaS stocks down 25.1% as lofty valuations bite. GWRE's 21.1% billings growth & 8.8x P/S looks promising.

BOW's stock fell 22.8%, but its EPS grew 28.9% and BVPS 30.9%. Trades at 1.4x P/B.