Monday, September 01, 2014

Back Home - Quick Look At New Tracking Portfolio

Thompson Falls - Pinkham Notch NH
Back Home

We are back home.  Had a nice weekend, especially on Saturday when we hiked out to see a pair of waterfalls in the White Mountains.  They were not spectacular, but it was fun to wade across them and take a few family photos.  We also rode a zip line at Wildcat Mountain.

I am only going to post a brief update.  I am posting for the August 29th 2014 Monthly Tracking Portfolio the stocks that I view as "new" and as "dividend" stocks.


New Stocks

Date Stock Initial Price 52 week low Mkt Cap New
8/29/2014   VIAB              81.15                78.43       34,271 1
8/29/2014   LBMH                2.95                 1.71           156 1
8/29/2014    ITRN              21.90                17.73           458 1
8/29/2014   GIB              35.47                29.40       11,145 1
8/29/2014   ANIK              42.00                23.20           620 1
8/29/2014    AFOP              14.82                11.16           268 1

Obviously I bought ITRN on the 15th.

Dividend Stocks

Date Stock Initial Price 52 week low Mkt Cap Yield
8/29/2014 RGR              50.41                48.37           956 4.1%
8/29/2014 SPOK              14.80                12.58           319 3.4%
8/29/2014 PETS              14.08                12.13           286 4.8%
8/29/2014 PDLI              10.09                 7.38         1,739 5.9%
8/29/2014 LBMH                2.95                 1.71           156 4.1%
8/29/2014 ITRN              21.90                17.73           458 4.2%
8/29/2014 COH              36.83                33.39         9,967 3.7%
8/29/2014 CSCO              24.99                20.22     125,617 2.9%
8/29/2014 CA              28.24                27.84       12,380 3.5%
8/29/2014 BKE              49.18                41.45         2,381 4.2%
8/29/2014 BAH              22.18                16.61         3,400 15.4%




3 comments:

CorpRaider said...

Hi, I thought you might find the linked video entertaining. Carlisle talks a fair amount about the MF, and the research he and Wes Grey did for Quantitative Value.

https://www.youtube.com/watch?v=W28uXoVW3B8

Best,

Jeff said...

Hi Marshall, sorry to hear about Ed giving up his blog. I was actually always impressed with the amount of work he must have done to keep it up the way he did.

Hopefully you can pick up the torch?

Definitely hope you can pick up the torch.

Marsh_Gerda said...

Jeff - if people are interested enough, I will set up something this weekend on Wordpress. I will have to think about whether it will be just a forum, or whether I will actively moderate and comment and add articles for discussion. They may be a bigger commitment than I can make.