NRG
11 posts
Our strategy is to position such that if a rebound does occur, we’ll see a stronger positive response from our individual holdings than from its benchmarks.
As long as my overall portfolio moves with the market, I don't worry when quality stocks drop in price, as that helps move stocks on my watch list onto to the buy list.
Andrew Fletcher shares his reasons for selling Weight Watchers and National Grid from the Fundamental Targets model, as well as updates on his other holdings.
companies approached their targets and may be sold in the near future. Additionally, some energy stocks may soon be sold to lower the portfolio’s exposure to
Author: Bristlecone Value Partners Model: Large Cap Value In April, the model portfolio’s value rose by about 2.7%, slightly lagging the S&P 500 monthly increase. Year-to-date as of end of day 4/30/11, the portfolio is up about 9% versus 9.1% for the S&P 500, including dividends. Most sectors rose in April, with […]
Author: Bristlecone Value Partners Model: Large Cap Value Disclosure: Long T, MSI, CTAS, NRG, PFE, S, DELL, APOL, MMI, CSCO, WAG In March, the portfolio’s value was effectively unchanged, matching the S&P 500 index return including dividends. For the first quarter, the portfolio was up about 6.2% versus 5.9% for […]
Author: Bristlecone Value Partners Covestor model: Large Cap Value Disclosure: Long DELL, XOM, VMC, APOL, PFE, CSCO, WMT, NRG, CX, S, EOG, MXIM *See important disclosures In February, the portfolio roughly matched January’s return, rising approximately 3% again, slightly lower than the S&P 500’s return for the month. Year-to-date as […]
The Bureau of Economic Analysis released their Personal Income and Outlays report today. In the report, they indicated that consumer spending had increased by .4 percent in July, which was more than analysts expected. The report also notes a .2 percent increase in both personal income and personal disposable income, […]