Although this name is experiencing some weakness today, it is about to head into its strongest seasonal selling period.
We are selling some shares from this position as the market has soured on this group.
Bryan Ashenberg answers one subscriber's questions about four individual model portfolio holdings.
We are selling shares from one holding to fund purchasing more shares of a name that we feel has greater upside potential.
Several of our holdings are generating significant news flow today. Here is our take on the developments.
We are buying more shares of one name and funding the purchase by trimming another and changing our ratings on both stocks.
We are sticking with this name due to its compelling valuation and intact fundamental outlook.
This week, we initiated a position to the model portfolio, added shares to one name and trimmed two other holdings.
We are also raising our rating on this name to a One as we believe its increased focus on pricing is a positive.
We hope to get some insight into its business and cross-selling strategy when this name reports after the close.