We see potential in 1 new positions. See the details below:

Ticker: EXAS

Name: Exact Sciences Corporation

Entry Price Range: under $46.00 (our entry price was $45.40)

Portfolio Allocation: 7% of our portfolio is allocated to this position

• As a reminder, we allocate our positions evenly. We currently have 13 positions so EXAS is 7%. If we add more positions, this will become diluted to a smaller portion of the portfolio

Why we like it:

• Momentum Swinging up: Since April the stock has fallen 50%. But in the past few days we have seen momentum swing up for the stock and we think there is room for it to run.

• Analysts Love It: It is maintained as a ‘Buy’ or ‘Strong Buy’ from virtually every analyst tracking the stock. It has a 1 year price target that is 90% above its current price and we see it hitting that sooner rather than later