More Portfolio Changes!

Introduction To start, I was not expecting to be this busy in back to back days.  I made more portfolio changes this month.  I highlighted the changes I made on the 27th – adding more Ameriprise and starting a position in Williams-Sonoma.  On Friday the 28th, much of the healthcare sector was in an uproar after McKesson (MCK) reported much lower profits than expected. So after reading their quarterly and…

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Huge Early Drop For Generic Healthcare Companies

Quick Look At Earnings There was a huge early drop for generic healthcare companies.  It took down McKesson (MCK), Cardinal Health (CAH) and AmerisourceBergen (ABC). Losers: OPXA -68%. STON -44%. SNMX -43%. CEMP -20%. MCK -17%. NVO -14%. ABC -13%. CAH -11%. GT -9%. TDOC -6%. ABBV -6%. AMZN-5%. I will keep an eye on this, I own Cardinal Health and they are due to report on Monday.  All three rank…

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Quick Portfolio Update

Portfolio Update Just a quick update, I bought more shares of Ameriprise Financial (AMP) and started a position in Williams-Sonoma (WSM).  Brief teaser: Both came up on my screener from SimplySafeDividends.  Looking for stocks with a safety >80 score, growth and yield >60 and having a 10+ year dividend growth history.  I have been watching WSM for a long time now and decided to finally start a position.  Both dividends which…

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Corning – Strong Quarter Continues A Strong Year

Q3 Earnings A strong quarter for Corning continues a strong year!  Corning reported their Q3 earnings yesterday (Oct-25-2016).  Some highlights (from seekingalpha, here and here) Corning (NYSE:GLW): Q3 EPS of $0.42 beats by $0.04. Revenue of $2.55B (+4.1% Y/Y) beats by $30M. Results – revenue $2.55B (+4.1% Y/Y, $30M above consensus), EPS $0.42 (+24% Y/Y, +14% Q/Q; $0.04 above consensus) Segment revenues breakdown – Core Sales for Display Technologies grew 7% Q/Q,…

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United Technologies – Another Solid Quarter For This Steady Eddy

Earnings Time Earnings time is always exciting, this is when we get the see how our companies have performed over the past 3 months and get a sense for where they are headed for the next 3 months.  I’m looking at United Technologies today (UTX) today as they reported before the market open today.  If you aren’t familiar with the company they are a diversified industrial in the aerospace, defense…

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V.F. Corporation – Close To Getting Interesting

Q3 Earnings V.C. Corporation just reported their Q3 earnings before the market open on October 24, 2016.  The results of $1.19 beat expectations by $0.04.  Also of note, the company announced it’s yearly dividend raise (43 years!) of 14% to $0.42 a quarter.  The forward looking yield is roughly in the 3.2% range. Shares are currently down in pre-market and I’ve been waiting for the stock to fall back to…

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