I take a comprehensive look at the retail sector in the United States. In the end, two new names enter the portfolio and 4 existing holdings get the boot.
Looking across the valley to the other side of this crisis, I plan for an eventual recovery and add 5 new stocks to the portfolio: Teck Resources, Magellan Aerospace, Foot Locker, Adcore Inc and PHX Energy Services.
People are always going to want a clean pair of underwear. With that in mind, I took advantage of the recent market sell-off to add this global manufacturing powerhouse to my portfolio.