Let’s talk about the good stuff first: AGNC beat by a mile, REITs are very underinvested at the moment. WHR beat, a nice global manufacturer and a big part of Durable Goods. LOGI beat – we just made them a Top Trade. NXPI also good, FFIV as well. RRC, UHS, SSD, MMM, ADM, GE, MCD, […] Source