The stock fell nearly 7% Wednesday and remains attractive here.
Oil giant combines a bright outlook with a hefty dividend yield.
We believe the revisions to prior months' readings work to offset the negative print.
Why we are buying gingerly on today's market decline.
We view PepsiCo's strength as an opportunity to raise a bit of cash.
Big pharma firm looks good overall, but is falling with the rest of Wall Street.
It backs up our view that the U.S. growth story remains intact and that we should invest in domestically focused retailers.
We have our eye on Palo Alto Networks, Walt Disney and Viacom.
Here are updates on two stocks in the portfolio that are in focus.
Jim discusses a positive research note on several companies.
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