Chris Versace, fundamental analyst for TheStreet's Trifecta Stocks fund, discussed recent changes made to the portfolio. Versace recently added stock of Disney DIS) and American Water (AWK) to his holdings. Versace sees a big catalyst for Disney ahead, with next month's release of the new 'Star Wars' movie. Versace also says Disney will be releasing more Marvel and Pixar movies in 2016, which will also drive the stock higher. As for American Water Works, Versace said he sees consolidation opportunities ahead for water utility stocks, and that the company has a strong balance sheet. Versace added that American Water has raised its dividend every year since going public, and he views this as both a growth story and a dividend play.
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