We used the weakness this week to add to two of our model portfolio positions and, with the onset of earnings season, we are eyeing potential new names.
KLA-Tencor and ConocoPhillips increased their quarterly payouts this week. Here is our take on each company.
The stock is down nearly 30% from its highs, but the company is gaining market share and is leveraged to continued growth in the sector.
Extreme Networks is ultimately worth close to $8 or $9.
Dividend-paying stocks continue to outperform the broader market averages, and we believe that trend can continue.
The stock has several potential catalysts in the coming quarters.
There were some sizable moves in our individual names.
Due to the abbreviated market session and shortened trading week, we will send out our Weekly Summary on July 7.
Due to the abbreviated market session and shortened trading week, we will send out our next summary on July 7.
Consumer discretionary and utility stocks were the best performers this week.