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The Portfolio Selector features the Argus Focus List, a group of 30 "best idea" stocks generated and regularly updated by Argus' analysts and investment policy committee. It also includes the director of research’s monthly investment strategy column, stock recommendations and sector picks, economic forecasts, and an asset allocation model. This month, the Focus List additions are Microsoft Corporation (MSFT); Coca-Cola Co (KO); Zions Bancorporation N.A (ZION); Lilly(Eli) & Co (LLY) and the Focus List deletions are Broadcom Inc (AVGO); Campbell Soup Co. (CPB); Regions Financial Corp. (RF); Teva Phar Inds Lt (TEVA).

Onsemi is a supplier of power semiconductors and sensors focused on the automotive and industrial markets. Onsemi is the second-largest power chipmaker in the world and the largest supplier of image sensors to the automotive market. While the firm used to be highly vertically integrated, it now pursues a hybrid manufacturing strategy for flexible capacity. Onsemi is pivoting to focus on emerging applications like electric vehicles, autonomous vehicles, industrial automation, and renewable energy.

In this edition, end of an era gets nearer for Berkshire Hathaway; same-store NOI growth momentum creates REIT winners; macro uncertainty weighs on Teradyne guidance; and Wendy's, Bio-Rad, and Qualcomm. .

Stocks were higher on Thursday, as earnings news provided a boost. The Nasdaq led the way, but all indices were in the green. That said, there were signs of profit-taking by the end of the day.