We're selling half of a retail holding to get into an undervalued health care stock

The high grading of our portfolio continued Wednesday morning, with the moves made on American Eagle Outfitters and Johnson & Johnson.

We're selling half of a retail holding to get into an undervalued health care stock

CNBC Investing Club

Published Wed, May 18 202210:22 AM EDTUpdated Wed, May 18 20228:40 PM EDT