July 1, 2013 Benchmark Investing (BI) Selections
This week’s candidates:
HRS – a previous Long position taken almost one year ago. Decision: Hold
AAPL – a Long position we will retain as it has upside despite the recent setback in price. Decision: Hold
HPQ – a Long position we will continue to hold. Decision: Hold
SPLS – a Long position we will continue to hold. Decision: Hold
XRX – a Long position we will continue to hold. Decision: Hold
Every week a refresh of key financial data, stock prices, and economic data are assessed. This information is then analyzed using Kenneth Lee's selection process as described in “Trouncing the Down" to select individual stocks that are determined to be severely under or overvalued.
Each week a broad set of stocks are considered to be bought, sold, or held as part of the portfolio. Also indicated is if the pick is a Long or Short candidate as well as if it is a New or Current holding.