With little wind at its back from last year’s exceptional performance, this market is a stock-picker’s market, and one that continues to favor existing winners.
For an existing portfolio of large-cap, dividend-paying blue chips, I don’t see a lot of new action to take right now. The most valuable information for investors is what corporations actually say about their businesses. The outlook for dividends and share repurchases is solid.
Companies … [visit site to read more]
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