Just 11 trading days left on my May 6th MFI Select tranche. This has been a relatively (and absolutely) good one. Up right at 23%. I have mentioned several times that the stocks I did not pick have fared even better. My five "rejects" (AAPL, LDOS, AGX, AMAG and IQNT) are up about 52%. Oh well.
I am also starting to ponder my next five stocks. As this is my "select" portfolio, I have total free form - so long as it fits characteristics of an MFI stock. I will likely run a top 200 screen at the start of May to see if anything interesting percolates.
Here is the current tranche:
|5/6/2016||Start||Current||Dividend||Pct Gain||R3K Gain|
CBI does actually have some very modest dividends (28 cents) so I will fix that. So 4 pretty good picks and the CBI failure. BRCD is being acquired by AVGO.
When I look at stocks currently on the list (and a few that are not) - these ideas quickly come to mind:
Obviously will do more research.