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Jeff Paul has been investing since his teen years, though his professional career has been in software engineering and education. His math classes participated in online stock market challenges, providing an opportunity to share his enthusiasm for investing with his students and the chance for... More
  • MPR replaced with BRC in Small Cap Model Portfolio  0 comments
    Dec 3, 2011 2:29 PM | about stocks: MPR, BRC
    I decided to apply my -20% sell signal to all of the DCC model portfolios.  MPR (Met-Pro) demonstrated a -20% gap from the S&P for 4 weeks ending Oct 28th (view 13-mo chart in Google Finance).  Based on my previous articles, this suggests the possibility of a future dividend cut and/or a further price decline.  Therefore it was sold on Oct 28 ($9.27/sh), and replaced with Brady Corp (NYSE:BRC) @ $31.65/sh, as it was the next Industrial stock on the screening list.

    The small cap portfolio will be rebalanced in the near future.  I will stagger rebalances (different end-of-quarters) for my three portfolios, to make it easier for me to keep up with them and report on a monthly basis.  Small cap will rebalance at the beginning of Dec, the Aristocrat model in Jan, and the Inc/Growth model in early February.  Rebalances are planned to be annual, though individual stocks may be replaced due to div cuts, buyouts, or -20% signals.  A full rebalance could occur if the market has a major up or down move.  


    Stocks: MPR, BRC
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