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On October 16, 2023, the old NCR Corp. (New York symbol NCR) split itself into two separate firms. Investors received one share of NCR Atleos (which makes ATMs) for every two NCR shares they held. The remaining firm changed its name to NCR Voyix.


Since the split, NCR Atleos is up 40%, while the former parent has dropped 25%....

PEPSICO INC. $128 is a hold. The company (Nasdaq symbol PEP; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 1.4 billion; Market cap: $179.2 billion; Price-to-sales ratio: 1.9; Dividend yield: 4.4%; TSINetwork Rating: Above Average; www.pepsico.com) recently completed its acquisition of the Poppi brand of low-calorie sodas....
The imposition of new U.S. tariffs on imported steel, aluminum and other products will probably increase costs at these two toolmakers. In response, Stanley Black & Decker is shifting more of its production away from China and cutting other costs, which should spur its long-term earnings....
ABB LTD. ADRs $57 is a buy. This Swiss-based company (Over-the-counter Pink Sheets symbol ABBNY; Conservative Growth Portfolio, Manufacturing & Industry sector; ADRs outstanding: 1.8 billion; Market cap: $102.6 billion; Price-to-sales ratio: 3.2; Dividend yield: 1.7%; TSINetwork Rating: Above Average; www.abb.com) is a leading maker of electrical transformers, transmission systems and circuit breakers for electrical utilities.


The company now plans to spin off its robotic equipment business as a separate firm....

MONDELEZ INTERNATIONAL INC. $67 is still a buy for long-term gains. The company (Nasdaq symbol MDLZ; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 1.3 billion; Market cap: $87.1 billion; Price-to-sales ratio: 2.5; Dividend yield: 2.8%; TSINetwork Rating: Above Average; www.mondelezinternational.com) makes snack foods such as cookies and chocolate bars....

We continue to recommend that investors allocate about 10% to 15% of their portfolio to stocks in the Resources sector. You should also stick to well-established producers, such as these three mining firms.


All three have high-quality reserves that should fuel their growth for many years to come....
GENERAL MILLS INC. $51 is a hold. This consumer staples giant (New York symbol GIS; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 547.6 million; Market cap: $27.9 billion; Price-to-sales ratio: 1.5; Dividend yield: 4.8%; www.generalmills.com) is one of the world’s largest foodmakers....
FedEx’s shares are down from their pandemic-era high of $320 in 2021; that fall reflects the re-opening of stores, which hurt online shopping volumes at the same time FedEx faced rising fuel and other costs. More recently, the threat of U.S. tariffs on imports, particularly on duty free “de minimis’’ shipments worth less than $800, has also weighed on the stock.


In response, the company has launched big restructuring plan to better align its costs with revenue....
A: Harvest Healthcare Leaders Income ETF, $7.10, symbol HHL on Toronto, (Units outstanding: 190.2 million; Market cap: $1.4 billion; www.harvestportfolios.com), holds a portfolio of 20 large-cap global healthcare companies....
A: Vulcan Materials Co., $261.43, symbol VMC on New York (Shares outstanding: 132.1 million; Market cap: $34.5 billion; www.vulcanmaterials.com), operates mostly in the U.S....