Ronald Rutherford's  Instablog

Ronald Rutherford
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Ron holds a MSc in Financial Economics (specializing in Development Economics) from University of London and a BS in Economics from Oregon State University. He also writes a periodic blog that takes a look at the global economic factors that move the markets entitled Macro View of the Markets... More
My company:
Sabrient Systems, LLC
My blog:
The Sabrient Blog
  • Rock Solid Yields (RSY): Sabrient's Ratings Review of Portfolio 0 comments
    Dec 8, 2010 4:04 PM | about stocks: CODI, EGAS, FL, GAIN, IVR, BRK.A, MRH, OHAI, TSH

    The RSY portfolio recommendation and re-balancing is based on Sabrient's powerful ratings system . We also use qualitative factors to help pick which stocks and when to recommend trades. Thus we need to keep a watchful eye on the change in ratings for the stocks that are in the portfolio. This is especially true if Sabrient downgrades a stock to Hold, Sell or StrongSell. Below is a summary chart showing the RSY portfolio using the Stock Ratings Reports available in Silver, Gold and Platinum subscription to Sabrient/Individual Investors. This chart does not include GAIN or NGPC as they were dropped from Sabrient's ratings. GAIN has gone up since we recommended taking partial gains and continues to provide dividends on a monthly basis. NGPC has dropped some but still represents a substantial gain over the entry price. NGPC should also be providing a dividend by the end of December. At that time RSY may recommend exiting the position if the stock chart still looks negative.

    FL, LZ and MRH are rated StrongBuys and therefore my recommendation is to keep them in the portfolio. If EGAS drops to a HOLD then RSY may consider recommending reducing the size of holdings, but until then I will maintain the current recommendation. IVR is another that should be providing a substantial dividend by end of the month. RSY recommended a trade that netted $386 on the 200 shares sold, and is recommending to still hold the shares with nearly $600 in gains currently. So, until the next ex-dividend date, RSY recommends a hold of the remaining shares.

    Sabrient's rating on TSH is screaming to sell the position, but with a declared ex-dividend date of December 15th, RSY also recommends a hold at least until the 16th.

    Disclosure: I am Long TSH, GAIN, IVR, LZ, NGPC, CODI, EGAS, FL, MRH.
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