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.
Stock Consideration Change Report USA
Sell and Sell Watch increases by 15 and several stocks move back to Hold consideration reducing Sell / Sell Watch back to 28%.
Stock Fair Value Report Update
FedEx, Global PAyments and McKesson Corp all earn higher fair values
Stock Consideration Change Report USA
19 more names get added to the Sell and Sell Watch consideration list.
Stock Fair Value Report Update
Intuit and Universal both earn increases while 8X8 and McKesson move downward.