
In the Equity Income model portfolio, the firm says to add to positions in Nucor Corp. (NYSE: NUE) and in HCP Inc. (NYSE: HCP).
In the Growth & Income model portfolio, Argus said to buy Medtronic Inc. (NYSE: MDT) and Amgen Inc. (NASDAQ: AMGN). It also said to sell its positions in Humana Inc. (NYSE: HUM) and in Analog Devices Inc. (NASDAQ: ADI).
The final model portfolio changes came in the Mid-Cap Growth portfolio. Argus recommended buying a full position in Juniper Networks Inc. (NYSE: JNPR) at $17.82 and selling the full position in Emulex Corp. (NYSE: ELX), as well as selling out the position in Interpublic Group of Companies Inc. (NYSE: IPG).