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PPR - Additional 3/2/15

More pocket pivots:

Medical device maker ABMD - earnings are skyrocketing, sales are accelerating, group rank 15. 

Internet network solutions company AKAM - earnings have been very stable and reaccelerating, pretax margin 33.3%, group rank 35. 

Consumer high fidelity electronics maker HAR - earnings are accelerating, group rank 59. 

Automotive parts retailer ORLY - earnings are accelerating, ROE 39.1%, group rank 44. ORLY gapped up on its last earnings report. ORLY trades very tightly with small drawdowns which mitigates risk.

Semiconductor TSRA - earnings are accelerating, pretax margin 67%, ROE 27%, group rank 16. TSRA had a big volume down day on an earnings report that was perceived to be weak, but redeemed itself in Monday's trading. 

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