Ok, I have picked my five new stocks for the most recent MFI Select tranche. Some new names and some old names. Hopefully some good names.
I also rejected 10 stocks, which I will track as well:
AEIS, AMCX, EGOV, INVA, MPAA, NLS, NVMI, RPXC, TOSYY and TWX.
Here are my five names:
AGX: Builder of natural gas plants. It has been a long time since they announced a new project win and I think that has caused stock to sell off. I am comfortable they will get some wins. They are also majority US, so will benefit from taxes and (in my mind) a potential merger target for bigger E&C firms.
CASA: A company that recently IPOed, I like their growth potential in broadband space.
THO: Builder of RVs. They are Amazon proof. Decent growth trajectory. Again 100% US, so tax beneficiaries.
WDC: I owned SNDK, bought by WDC. Maker of storage stuff... seems like more and more bytes to save all the time.
KLAC: carry over from last year, I thought they had a great quarter.
| 2/1/2018 | Start | Current | Dividend | Pct Gain | R3K Gain |
| AGX | $43.55 | $42.80 | $0.00 | -1.7% | -0.1% |
| CASA | $18.81 | $18.98 | $0.00 | 0.9% | -0.1% |
| KLAC | $109.80 | $111.50 | $0.00 | 1.5% | -0.1% |
| THO | $136.33 | $136.43 | $0.00 | 0.1% | -0.1% |
| WDC | $87.74 | $88.61 | $0.00 | 1.0% | -0.1% |
| Totals | 0.4% | -0.1% |
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