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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (757)	1/16/2022 1:35:42 PM
From: chowder	3 Recommendations Recommended By marsdon Menominee red cardinal Read Replies (1) \| Respond to of 21780

Re: Young Folk Portfolio ... Adjustments I will be trimming SBUX from an overweight position to a 1/2 sized position. I gave my reasons for this in my previous comment. With the proceeds of this sale, I will be adding to the following positions in equal amounts. ABT .. JNJ .. MSFT .. UNH. In an inflationary and higher interest rate environment, healthcare companies seem to hold up well, and as for MSFT, what can I say, it's MSFT. As market conditions weaken, I think it more important than ever to stick with strength and the analysts consider these companies among the best of the best under current market conditions. Here are the analyst ratings for each. ABT: Credit-Suisse -- Outperform Argus -- Buy CFRA -- Buy Reuters -- Outperform The Street -- Buy Jefferson Research -- Strong Buy Tip Ranks -- Strong Buy with 11 analysts Bullish and 1 Neutral Wall Street Analysts -- 17 Bullish, 3 Neutral, 1 Bearish JNJ: Credit-Suisse -- Outperform Argus -- Buy CFRA -- Buy Reuters -- Outperform The Street -- Buy Tip Ranks -- Strong Buy with 6 analysts Bullish and 1 analyst Neutral Wall Street Analysts -- 9 Bullish and 9 Neutral MSFT: Credit-Suisse -- Outperform Argus -- Buy CFRA -- Strong Buy Reuters -- Outperform The Street -- Buy Tip Ranks -- Strong Buy with 24 analysts Bullish and 1 Neutral Wall Street Analysts -- 42 Bullish and 2 Neutral UNH: Credit-Suisse -- Outperform Argus -- Buy CFRA -- Strong Buy Reuters -- Outperform The Street -- Buy Tip Ranks -- Strong Buy with 13 analysts Bullish and 3 Neutral Wall Street Analysts -- 22 Bullish, 3 Neutral, 1 Bearish Again, these were the highest ratings for companies in the taxable account where these adjustments are being made.