We'll trim a pharma position and add to a tech holding.
The tone of management on the conference call is very positive at this retailer.
We'll build up our holdings in two cyclicals and take profits in an outperformer.
After a solid earnings report, the stock pulls back, and we'll take advantage.
We are continuing to build up our position in this construction name, which is trading at an attractive valuation.
We like the long-term secular trends.
Caution is still advised, with the Federal Reserve ready to move world markets midweek.
We like the company's progress in its transition into higher-growth areas.
We answer subscribers' questions on ratings, the tech sector and China-related names.
We'll add shares to a financial position and to three other names.