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.
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].
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
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.