Trades for Secular Trends Portfolio - Upping Corning Stake, Adding Beckman Coulter (GLW, BEC)
Posted on | June 30, 2009 Time: 9:51 am |
This post is chiefly for timestamping purposes; I’ll be attaching my notes and thesis statement for Beckman Coulter later in the day. As to Corning, this has been a small weighting in the model thus far, and I’m taking it up to 4.5% with the addition of 900 shares.
See my earlier commentary on the company’s cheap valuation and growth prospects here.
Adding 900 shares GLW at $16.03:
Beckman Coulter is a leading diagnostics distributor (one of my two targets for addition) with a great recurring revenue stream and strong overseas operations; adding 525 shares at $56.39:
EpiphanyOne
disclosure: author does not hold positions in the companies mentioned. Both stocks are now members of the Secular Trends Model Portfolio.
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