Why I'm Upping Corning and Beckman Coulter Stakes

This post is chiefly for time-stamping purposes; I’ll be attaching my notes and thesis statement for Beckman Coulter (BEC) at a later date. As to Corning (GLW), 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: (Click to enlarge)

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: (Click to enlarge)

Disclosure: Author does not hold positions in the companies mentioned. Both stocks are now members of the Secular Trends Model Portfolio.