Good afternoon,
As portfolio managers are looking to rebalance portfolios, I would like to offer some options to consider:
Trim CVS: there is a risk until the elections later this year, so even with the pullback it had and cheap valuation, it might not bounce back like others once the market starts to recover
Add to:
ST: see note sent this am
STZ: see note sent this am
ZTS: stock weight has pulled back under 2%, and is below where we bought it initially.
Julie S. Praline
Director, Equity Analyst
Direct: 617.226.0025
Fax: 617.523.8118
Crestwood Advisors
One Liberty Square
Suite 500
Boston, MA 02109