We ranked the latest earnings reports from 30 portfolio stocks from great to ugly

Our companies' performances were reflective of the S&P 500 firms in aggregate.

We ranked the latest earnings reports from 30 portfolio stocks from great to ugly

Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019. 

Steve Marcus | Reuters

It was a solid quarter for the companies in our stock portfolio, with the bulk of our names reporting what we felt were good-to-great earnings reports. Continued economic growth on the back of a resilient consumer and increasing business confidence ahead of what most expect to be a lower interest rate environment helped drive the results.