Conservative · Portfolio Changes · Stocks to Consider and Updates

Portfolio Addition – iShares Global Healthcare

Keeping with a diversified conservative portfolio following the removal of CVS Health, I am introducing the iShares Global Healthcare Exchange Traded Fund (NYSE: IXJ - $60.81) for consideration with an initial allocation exposure of 9%. The fund seeks to track the S&P Global 1200 Health Care Index and generally invests at least 90% of its… Continue reading Portfolio Addition – iShares Global Healthcare

Conservative · Income · Portfolio Changes

Portfolio Changes: CVS Health and International Paper

       Considering ongoing headwinds in the pharmacy benefits management space; negative reimbursement issues in its long-term care business; and the short-term cost effects of the Aetna integration, I am removing my position in CVS Health (NYSE: CVS - $53.39) from the conservative list and moving the position to the income account. CVS has… Continue reading Portfolio Changes: CVS Health and International Paper

Aggressive · Portfolio Changes

Portfolio Change: Harris Corp.

Following last week’s news of the hook up between Harris Corp. (NYSE: HRS - $156.94) and L3 Technologies, I am removing my position in HRS at this time. While the future of the two combined defense contractors will likely show long-term growth,  the merger has been reflected in the stock after the recent run up… Continue reading Portfolio Change: Harris Corp.

Income · Portfolio Changes · Stocks to Consider and Updates

Stock to Consider – Verizon Communications

Today I am bringing back telecom services provider Verizon Communications (NYSE: VZ- $54.96) to the income portfolio, replacing the recently removed position of the iShares Global Communications Services exchanged traded fund. Verizon was part of the list from February 2014 to November 2016 and is also a current candidate for the conservative portfolio. With its… Continue reading Stock to Consider – Verizon Communications

Income · Portfolio Changes

Portfolio Change: iShares Global Communication Services

Today I am removing my position in the iShares Global Communication Services exchange traded fund (NYSE: IXP - $57.76). The Dow Jones’ S&P and the MSCI Indices changed their views of companies that comprise the communication’s sector within the new Global Industry Classification Standard definitions. Hence, large holdings in companies such as AT&T, Verizon Communications,… Continue reading Portfolio Change: iShares Global Communication Services

Income · Portfolio Changes

Stock to Consider: Cisco Systems

Today I am introducing Cisco Systems, Inc. (NASDAQ:  CSCO - $46.99)  as a candidate for the income portfolio, replacing Kimberly-Clark which was removed last month. A leading provider of Internet Protocol-based networking and other products for transporting and securing data, Cisco Systems – a Dow Jones Industrial component – offers a healthy and growing dividend in… Continue reading Stock to Consider: Cisco Systems

Income · Portfolio Changes

Portfolio Change – Kimberly-Clark

I am removing income candidate Kimberly-Clark Corp. after the company reported weak year-over-year results and lowered its guidance for the full year. While over the long-term, KMB should do well, its restructuring program and cost reduction program will take time and I believe there are better opportunities in the income space. The shares, excluding the… Continue reading Portfolio Change – Kimberly-Clark

Conservative · Portfolio Changes

Danaher Beats Estimates – Raises Guidance; To Spin Off Dental Business

Shares of Washington D.C.-based Danaher Corp. (NYSE: DHR - $103.51) are rising about 5% in today’s trading after the company reported financial results for the second period with earnings and revenue that topped analysts' expectations. For the quarter ended June 29, the company posted adjusted earnings of $1.15 per share, compared with the prior-year period's $0.99 and six cents ahead… Continue reading Danaher Beats Estimates – Raises Guidance; To Spin Off Dental Business