Wednesday, November 16, 2016


as my readers know, I track many things MFI.  One that caught my eye today was my May 2016 tranche of five stocks.  I picked BRCD, CBI, HSII, RHI and UTHR. As a group, that has been a strong pick... Up 18% versus a benchmark that is up a mere 8%.

But (wait for it), I always write down the five to ten stocks that I strongly considered, but did not pick.  That group was AAPL, LDOS, AGX, AMAG and IQNT.  They are up a composite 49%!

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