View Analysis: My Holdings 2014
I added Microsoft (MSFT) because they announced earnings and beat expectations. They also showed that revenue started to grow again as Microsoft got into cloud computing.
AT&T (T) announced that they are acquiring DirecTV (DTV) for $95/share. DirecTV is currently trading at around $80/share, so that is a no brainer.
Disclosure - We own the following stocks:
Wells Fargo (WFC)
IBM (IBM)
Google (GOOG)
Walmart (WMT)
United Healthcare (UNH)
Apple (AAPL)
Exxon Mobile (XOM)
Microsoft (MSFT)
DirecTV (DTV)