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The Investor Challenge / Re: Best portfolio
« on: November 02, 2013, 08:40:36 pm »
This is a difficult question as views will differ as to what the poster's prerequisites are. Here is mine for SuperVan but it is based on technicals and not on fundamentals. Also based on a 3 year holding term and thus taking the PE into consideration.
ADI Good looking chart in uptrend. PE = 18 Sector PE is 41. Great stock for long term.
CML Best performer over many years but might be peaking. PE = 29. No sector PE.
CZA Down trending for a long time. So carry on down?
FGL In uptrend but very volatile. PE very high (53) . Not for long term.
FWX Very volatile and 6m flat in 1y. PE good at 13 compared to sector PE at 24. Opportunistic trade.
MDI. No info for this on Reuters.
NED Volatile and 4 month flatline in 1 year. Recent upswing with banks that was not anticipated. Good PE.
PNC Good chart and low PE ratio of 12 compared to sector of 41. A long term must have.
REI Good looking chart for long term. PE slightly higher than sector at 19 vs 14.5.
SHP Extremely volatile chart and the gain was fortuitous. In uptrend but PE is at 28 compared to sector at 35
STXSWX Up all the way but rather volatile. The Indi would have been a better choice for an ETF.
ADI Good looking chart in uptrend. PE = 18 Sector PE is 41. Great stock for long term.
CML Best performer over many years but might be peaking. PE = 29. No sector PE.
CZA Down trending for a long time. So carry on down?
FGL In uptrend but very volatile. PE very high (53) . Not for long term.
FWX Very volatile and 6m flat in 1y. PE good at 13 compared to sector PE at 24. Opportunistic trade.
MDI. No info for this on Reuters.
NED Volatile and 4 month flatline in 1 year. Recent upswing with banks that was not anticipated. Good PE.
PNC Good chart and low PE ratio of 12 compared to sector of 41. A long term must have.
REI Good looking chart for long term. PE slightly higher than sector at 19 vs 14.5.
SHP Extremely volatile chart and the gain was fortuitous. In uptrend but PE is at 28 compared to sector at 35
STXSWX Up all the way but rather volatile. The Indi would have been a better choice for an ETF.