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We ranked Q2 earnings from 30 portfolio stocks from great to ugly

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Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019.┬а

Steve Marcus | Reuters

It was a solid quarter for the companies in our stock portfolio, with the bulk of our names reporting what we felt were good-to-great earnings reports. Continued economic growth on the back of a resilient consumer and increasing business confidence ahead of what most expect to be a lower interest rate environment helped drive the results.

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