Current candidates to replace MCD and UHT with are General Electric (GE), Newmont Mining (NEM), and Omega Healthcare Investors (OHI). There is no guarantee that any of these trades will be made or that new candidates will emerge for potential sales or purchases.The investments discussed are held in client accounts as of March 31, 2013. These investments may or may not be currently held in client accounts. The reader should not assume that any investments identified were or will be profitable or that any investment recommendations or investment decisions we make in the future will be profitable.
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