Category: Models
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.