After recently selling COP, we have room to add to the model portfolio on this market decline.
Control4 is posting steady growth, has a pristine balance sheet and trades at less than 11x expected 2016 earnings.
We will use a decline in CECE to pick up some shares.
We'll put some cash to work, buying more shares of Builders FirstSource and ON Semiconductor.
Helmerich & Payne and Southern investors will qualify.
We have about 14% in cash and 17% in our benchmark ETF.
Stock is sliding but the bank is growing.
One day left to see everything TheStreet has to offer!
In this lower-for-longer oil price environment, more companies will reduce their shareholder payouts.