July 15, 2013 Benchmark Investing (BI) Selections
A quiet period this week. Here is a snapshot of this week’s activities.
This week’s candidates:
MS– a previous Long position taken more than a year ago. Decision: Hold
No other points to review.
Every week a refresh of key financial data, stock prices, and economic data are evaluated. This information is analyzed using Kenneth Lee's selection process as described in “Trouncing the Down". Individual stocks are selected based on their relative valuation and 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 process. Also indicated is if the pick is a Long or Short candidate as well as if it is a New or Current holding.
Tickers discussed here: MS