Company meets challenge with big earnings beat.
Quarterly earnings come in above estimates.
We're bullish on both the company's most recent quarter and its outlook.
Decline is more than predicted; fewer rigs active.
We're selling some Lowe's to buy more EOG.
This company is a slow-burn growth story.
We are surprised by the sharp decline in shares this morning.
Dollar strength is tailwind for certain portfolio names and reversal would benefit those more globally focused.
With added confidence in Walgreens' earnings visibility, we see significant upside for the stock.
Warren Buffett, the U.S. dollar hitting a top and affection for high-growth stocks created the best back-to-back days since February, at least for the moment.