I take a comprehensive look at the retail sector in the United States. In the end, two new names enter the portfolio and four 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.