Tuesday, November 19, 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 Portfolio Sold Half of its position back in 2008.  Currently, it would Sell if that action hadn’t been previously taken.  Today the upper boundary of its Buy value Range is $35; the lower boundary of its Sell Half Range is $79.


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