Category: Models

5G Model Portfolio Update – 2019 March 13

Skyworks has now passed all the criteria to be included in the model. The company is global with engineering, marketing, operations, sales and support facilities throughout Asia, Europe and North America. Skyworks website:

5G Model Portfolio Update – 2019 February 18

Four new companies have been added to the consideration list for the 5G model portfolio.
1. ADVA, 2. Cisco, 3. Western Digital, 4. Xilinx. As a result of the analysis no stocks were added to the model portfolio.

Stock Considerations for Portfolios – USA (Core, Market & Aspirational)

New Core considerations: AT&T, Lamar Advertising, Medical Properties, Edison Intn’l, Market considerations: CBS, GM, Goodyear, MetLife, Principal Financial Grp, General Dynamics, MSC Industrial, LSC Communications, Alaska Air Grp, Delta Air Lines, TE Connectivity, Celanese, Eastman Chem, Vulcan Materials, Jones Lang LaSalle, and Aspirational: Anadarko Petroleum, Newfield Exploration.

5G Model Portfolio

A model portfolio has been created from the investment table in the Special Report. The 5G Model Portfolio is a group of stocks that meet all of the ISN inclusion criteria. Fair value, rank high on long-term fundamentals, rank high on shorter term-fundamental changes. The current model includes 6 stocks, 4 USA, 1 Sweden and 1 S Korea, 3 Networks, 3 Hardware.

USA Allcap Stock Only Model

Recently, Mosaic, Inc. [MOS] (see Figure 3) became overvalued and was removed from the portfolio. The stock contributed nicely this year with a gain of over 30%. It is being replaced by Consolidated Communications [CNSL] and H&R Block [HRB].

USA Model Stock Portfolio

VF Corporation, Ciena, C.H. Robinson and Nordstrom all move out as Expedia, Starbucks and Goodyear move in.

Model Changes – USA Portfolio

Macy’s goes Overvalued and Kindred Healthcare is taken private by TPG. Applied Materials added.

USA Model Stock Portfolio – Stock Only

The USA Stock Only portfolio model had one stock that became overvalued. Plantronics [PLT] reaching 132.9% Fv, and providing a 75% return. Monsanto [MON] was recently acquired by Bayer of Germany. Twenty-three stocks appear as possibilities to replace these two stocks. We narrowed that down to four Consumer Discretionary stocks

USA Model Portfolio – Stock Only

The USA Stock Only portfolio model had six stocks that became overvalued this month. ArcBest Corporation [ARCB] has reached 143.5% Fv, providing a 154% return, eHealth, Inc. [EHTH] has reached 140.7% Fv, providing a 24% return, Ensco Plc [ESV] has reached 155.3% Fv, providing a loss of 19%, Greenhill & Company has reached 176.9% Fv, providing a 67% return National Oilwell Varco [NOV] has reached 129.1% Fv. providing a 33% return, Valero Energy [VLO] has reached 129.9% Fv providing a 117% return.

U.S. LargeCap Active Sector Portfolio

Information Technology remains the largest sector at 24.5% weighting, but drops to 15.1% if Stability is sought.