Starting To Think About 2/1/2019 MFI Select

Starting To Think About 2/1/2019 MFI Select

Well, with just 3 odd weeks left in January, it is actually time to start thinking about my February 1st 2019 MFI Select stock picks.

Frankly, I can't turn the calendar quickly enough on the disaster that was my February 2018 picks.  Right now it stands to be my worst tranche since my re-boot.  It is 33% underwater (versus benchmark being down 9%).

My "record" is May 2015, which dropped 25%.  Oddly, I will likely strongly reconsider holding several names from a year ago:

2/1/2018	Start	Current	Dividend	Pct Gain	R3K Gain
AGX	$43.55	$39.08	$0.75	-8.5%	-8.9%
CASA	$18.81	$13.01	$0.00	-30.9%	-8.9%
KLAC	$109.80	$90.95	$2.84	-14.6%	-8.9%
THO	$136.33	$55.08	$1.52	-58.5%	-8.9%
WDC	$87.74	$37.59	$2.00	-54.9%	-8.9%
Totals				-33.5%	-8.9%

I think AGX and WDC will likely get carried over (with rebalancing, so likely will buy some shares).

Other names I like include DXC, MU and AMCX (all from Baker's Dirty Dozen).

List has to include CASA, FTSI and MSGN.  I will also run a top 200 listing to see if anything else catches my eye.  It may be time to consider another Chinese stock should trade talks be starting to look favorable.