We’re making a few changes to Growth Portfolio to batten down for a likely sharp slowdown in U.S. growth and at least a modest slowdown worldwide. As discussed on pp. 1-2, the right health care companies will be outstanding defensive plays set to grow whatever the economy does. That’s why we’re adding two standouts in medical equipment and services: Baxter International and Varian Medical Systems (added online in January in a Red Alert). Pure drug companies,…

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