NEW YORK ( TheStreet) -- I was talking to Stephanie Link, the co-portfolio manager for Action Alerts PLUS about two recent sales she made in off-shore drilling name Ensco (ESV - Get Report) and materials giant DuPont (DD - Get Report).Stephanie and I often agree on stocks and the timing of trade, and we did on DuPont, now in the grip of an activist investor and less of a pure play on chemicals. With the incredibly strong move that DuPont has made since the start of the year and with dividend yield now closing in on a paltry 3%, I couldn't argue with Stephanie on her decision to sell DuPont and book some healthy profits.
[video] Dicker: Differing Strategies on DuPont and Ensco
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