This morning, I was invited back on CNBC’s “Squawk Box” show to discuss my three top picks for its Platinum Portfolio (not to be confused with my Platinum Growth Club service). Since the beginning of the year, my portfolio has risen a respectable 26.05%. My top three picks are currently Actavis Plc (ACT), CVS Health Corp. (CVS) and Gilead Life Sciences (GILD)—three names that my Platinum Growth Club and Family Trust subscribers should be familiar with.
In addition to reviewing these three stocks and why I like them so much, I also discuss the top investment themes heading into the bumpy summer months. I discuss why sales growth is more important than ever for publicly-traded companies, why healthcare stocks are looking especially good right now, and why a conservative investing strategy is especially appropriate now. I also touch upon my prediction for when the Federal Reserve will raise interest rates.
As always, I thoroughly enjoyed my time on Squawk Box, and we covered a lot of ground in just over four minutes. So if you didn’t catch me on Squawk Box this morning, you can get caught up by visiting the CNBC website here, or by clicking on the player below.