We're adding shares of an industrial stock that will benefit if lower rates translate into a pickup in the economy.
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Our sale does not change our long-term thesis.
We're not making a call on the upcoming results, but we would like to have more wiggle room.
We're also downgrading the stock in conjunction with the sale.
This stock has been one of the biggest winners from the Trump administration's trade deals with other countries looking to reduce…
We're making our second buy in a household product giant.
The stock has bested the S&P 500 this year after a long period of being a drag on our portfolio.
