Several names in the model portfolio experienced increased volatility, despite U.S. stocks posting just fractional losses this week and holding near record highs.
We will take some profits, as MDR is up 90% from where we last bought it in January.
IBM, MetLife and Wells Fargo have increased theirs.
From AbbVie to Waste Management, let's review recent earnings reports from 8 portfolio holdings.
We maintain our Two rating on the stock.
We maintain that the shares offer growth at an attractive price.
First-quarter revenues also top consensus, with a favorable product mix.
04/27/16 - 10:02 AM EDT
We believe the stock still offers investors growth at a reasonable price.
We expect solid results from both companies, which have a string of meeting and exceeding consensus estimates.