Thursday, October 24, 2013

Stocks I am Selling or Have already Sold

Stocks I am selling or have already sold

One reminder---under our Buy/Sell discipline, our Portfolios only Sell one half of their position as long as the underlying fundamentals meet the criteria for inclusion in our Universe.


The Dividend Growth and Aggressive Growth Portfolios Sold Half of their McDonalds holding in early 2012.  The upper boundary of MCD’s Buy Value Range is $66; the lower boundary of its current Self Half Range is $98.


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